Origin - 3x3x3 Challenge With Chad Schneider
Welcome to the future of wealth management! Origin has expanded far beyond our roots in spending & budgeting. We’re bringing complete wealth management to the masses.
Transcription:
What is Origin?
Origin is the leader in holistic modern financial wellbeing in a comprehensive manner. As you can see, there's a lot of employees that are feeling the pinch right now of all aspects of economic volatility, including cost of living. And frankly, you know, living paycheck to paycheck. As often is the case, there is a misrepresentation between what an employer thinks an employee wants versus what an employee actually wants. And as you can see from this recent survey data from WTW, employees are screaming for help around financial wellbeing. In fact, if you were to unpack a number of the different aspects in the emotional wellbeing category, they're actually caused by finance. And so this is exactly what Origin does, is give tools and resources for employees to be able to navigate just about any aspect of their personal wealth and financial acumen.
How is Origin different?
We're different for the fact that we are the only solution on the market that actually brings all of these different types of tools and resources under one roof. The reality of the situation is on the open market today, if I'm an employee, I have to go to about four or five or six different portals to be able to now do all of these different types of things. And that's no longer the case. With Origin, you have all of these tools under one roof. I have a full blown savings and budgeting tool. I have investment accounts where I can actually do stock bundles as well as high interest cash accounts. We have tax filing you can actually do through our platform, very robust financial education, AI coaching, and real time guidance 24/7, I have a full estate planning where I can do both trusts and wills and I have access to certified financial planners. So the whole idea of this is to be able to now democratize access for all of these different tools and resources that historically were only available to the wealthy.
Who is a good fit for Origin?
Origin was actually named the number one budgeting app of 2024 by Forbes Magazine. We're really proud of that and we also want to make sure that the employees and employers know that this is really good news to be able to share with your employees to say you now have this tool available. Especially given the fact that Forbes did their own research and Origin came out the winner. As you can see, they did an exhaustive research of all of the different top budgeting apps on the market. And the reason we came out on top is the fact that, you know, we're the only one that actually brings all of these tools and resources in a really beautifully designed and modern way to be able to navigate. We get incredibly high utilization, over 30% on average from our employer groups. And we are always looking to be able to grow that. Origin is here to be able to help navigate all these different areas. And if you are trying to do any aspect of financial management, this is really what the new age of personal financial wealth looks like.
Transcription:
What is Origin?
Origin is the leader in holistic modern financial wellbeing in a comprehensive manner. As you can see, there's a lot of employees that are feeling the pinch right now of all aspects of economic volatility, including cost of living. And frankly, you know, living paycheck to paycheck. As often is the case, there is a misrepresentation between what an employer thinks an employee wants versus what an employee actually wants. And as you can see from this recent survey data from WTW, employees are screaming for help around financial wellbeing. In fact, if you were to unpack a number of the different aspects in the emotional wellbeing category, they're actually caused by finance. And so this is exactly what Origin does, is give tools and resources for employees to be able to navigate just about any aspect of their personal wealth and financial acumen.
How is Origin different?
We're different for the fact that we are the only solution on the market that actually brings all of these different types of tools and resources under one roof. The reality of the situation is on the open market today, if I'm an employee, I have to go to about four or five or six different portals to be able to now do all of these different types of things. And that's no longer the case. With Origin, you have all of these tools under one roof. I have a full blown savings and budgeting tool. I have investment accounts where I can actually do stock bundles as well as high interest cash accounts. We have tax filing you can actually do through our platform, very robust financial education, AI coaching, and real time guidance 24/7, I have a full estate planning where I can do both trusts and wills and I have access to certified financial planners. So the whole idea of this is to be able to now democratize access for all of these different tools and resources that historically were only available to the wealthy.
Who is a good fit for Origin?
Origin was actually named the number one budgeting app of 2024 by Forbes Magazine. We're really proud of that and we also want to make sure that the employees and employers know that this is really good news to be able to share with your employees to say you now have this tool available. Especially given the fact that Forbes did their own research and Origin came out the winner. As you can see, they did an exhaustive research of all of the different top budgeting apps on the market. And the reason we came out on top is the fact that, you know, we're the only one that actually brings all of these tools and resources in a really beautifully designed and modern way to be able to navigate. We get incredibly high utilization, over 30% on average from our employer groups. And we are always looking to be able to grow that. Origin is here to be able to help navigate all these different areas. And if you are trying to do any aspect of financial management, this is really what the new age of personal financial wealth looks like.