About Bippit
Bippit is expert financial guidance for every employee, including one-to-one coaching from qualified professionals, and all the tools they need to manage their financial lives.
Perkwise Insight
Bippit is a financial wellbeing platform that connects employees with personal financial coaches and provides educational resources to improve financial literacy and reduce money stress. The platform combines human expertise with digital tools to deliver personalized financial guidance at scale.
Small to medium-sized UK businesses looking to support employee financial wellbeing
Custom pricing based on organisation size and services selected
Customers include HiBob, Klaviyo, Lendlease and Boeing
Key Features & Benefits
1:1 Financial Coaching
Connects employees with qualified financial coaches via messaging or video calls.
Having a dedicated expert creates accountability and personalisation that automated tools can't match.
Financial Health Assessment
Evaluates employee financial wellbeing across key areas like savings, debt, and retirement planning.
Provides baseline measurements and identifies specific areas where employees need support, allowing for targeted intervention rather than generic advice.
Money Management Tools
Offers budgeting tools, savings trackers, and goal-setting features in a user-friendly app.
Gives employees practical day-to-day support between coaching sessions, reinforcing positive financial behaviours and habits.
Employer Dashboard
Delivers anonymised insights into workforce financial wellbeing and platform engagement.
Helps HR teams demonstrate ROI, identify financial stress trends, and adjust wellbeing strategies based on actual employee needs.
Implementation & Support
Setup Process
There's no complex integration required to get started – the basic implementation simply requires employee email domains for authentication.
Technical Requirements
- Employee email addresses for platform access
- Single sign-on capability (optional)
- HRIS integration (optional for enhanced functionality)
Support Options
- Dedicated customer success manager
- Email support for administrators
- In-app chat support for employees
- Regular check-in calls and quarterly business reviews