MoneyWellth offers a better way to learn, grow and save money for a brighter financial future. No matter where participants are on their financial journey, MoneyWellth provides resources and guidance for each step of the way.
Key Features
Track your net worth
Budget with ease
Manage your spending
Step-by-step financial planning
Navigate through major life events with ease
Money topic explained - video courses
Comprehensive content library
Connect all of your accounts. Let us do the heavy lifting for you. Connect your checking, savings, credit cards, loans, retirement, HSA, and investment accounts to see your accounts in one simple view - your financial snapshot.
Use the Category Spending to track your transactions and see where you spend most. Tracking your spending and using a budget can help you identify areas where you can cut back on expenses. By seeing how much you spend in different categories, such as entertainment or dining out, you can adjust your spending habits and allocate more money to your financial goals.
Use Top Spending and Reoccurring to identify areas to cut back. These are often the most accessible areas to shave off some extra dollars each month.
Use the Budget Comparison to avoid overspending. Spending less than you make regularly is crucial to reaching financial success.
Create Your Budget - a budget can help you avoid overspending by setting limits on how much you can spend in each category. By keeping track of your expenses, you can see how much money you have left for the month and avoid overspending.
Learn with MoneyWellth. Hear from our experts as they guide you through major financial decisions with ease.
Projectum xPM is a user-friendly Project Portfolio Management tool that empowers leaders to optimize their work and allows teams to deliver results efficiently. Projectum xPM is built entirely on the Microsoft Power Platform, follows industry best practices, and is available from Microsoft Teams natively.
This powerful solution for project and portfolio management can be adapted to your organization’s needs and is already implemented and used in several of the highest profiled organizations globally.
SmartReach AI's Smart Mail is an advanced email outreach solution designed to enhance sales engagement by automating the creation of personalized, data-driven emails. By leveraging artificial intelligence, Smart Mail conducts real-time research on each prospect, crafting messages that are both relevant and impactful. This approach not only saves time but also significantly increases the likelihood of booking meetings and closing deals.
Key Features and Functionality:
- Live Research and Personalization: Smart Mail's Smart Agent performs live research on prospects, analyzing company websites, funding news, tech stacks, and social activity to create emails that are deeply personalized and informed.
- Time Efficiency: Eliminates the need for manual prospect research by automating the process, allowing sales teams to focus on closing deals rather than crafting emails.
- Continuous Improvement: The system learns from performance trends and user feedback, continuously refining its research and personalization techniques to enhance outreach effectiveness over time.
- Hyper-Personalization: Utilizes advanced AI and social media insights to tailor each email, referencing real events, technologies, and updates relevant to the prospect.
- Seamless CRM Integration: Integrates with platforms like HubSpot and Reply, as well as through Zapier, enabling users to manage outreach efforts and track results without switching systems.
Primary Value and User Benefits:
Smart Mail addresses the common challenges of cold email outreach by automating the research and personalization process, resulting in higher engagement rates and more booked meetings. By delivering messages that feel human and well-researched, it enhances the connection with prospects, leading to improved reply rates and sales conversions. Additionally, the continuous learning mechanism ensures that outreach strategies evolve and improve, maximizing the return on investment for sales teams.
Chime Enterprise is a holistic all inclusive Financial Wellness Platform for employees that include Earned Wage Access and employee financial tools for money management and growth. With a comprehensive set of financial benefits, employees gain the tools they need to achieve stability and make progress. To learn more, please visit enterprise.chime.com.
Seline is a straightforward and private tool for website and product analytics. It’s made for teams who don’t regularly keep up with their website or app stats or who find checking metrics too complicated. Seline offers a simple dashboard, visitor journeys, and profiles, designed for easy daily use. It’s cookieless, works in real-time, is lightweight, independent, and follows GDPR rules. Seline also brings AI to the table with visitor insights and AI dashboard filters.
WillowTree is a premier digital product agency that partners with leading brands to design and develop innovative digital solutions. With a focus on mobile innovation, WillowTree offers comprehensive services across the entire product lifecycle, including digital strategy, design, development, and marketing. Their multidisciplinary teams are dedicated to delivering high-quality, user-centric products that drive customer engagement and business growth.
Key Features and Functionality:
- Digital Strategy Consulting: Crafting ROI-centered roadmaps and transformation agendas informed by actionable research and experimentation.
- Data & AI Solutions: Leveraging advances in artificial intelligence responsibly and efficiently, with expertise in data engineering, MLOps, and machine learning.
- Product Development: Launching highly performant software across platforms while building teams and processes to accelerate delivery.
- Brand & Experience Design: Reflecting the uniqueness of each brand across the customer journey through elegant design and practical creative solutions.
- Digital Marketing: Enhancing customer acquisition, conversion, onboarding, and loyalty through strategic marketing initiatives.
Primary Value and Solutions for Users:
WillowTree's primary value lies in its ability to accelerate digital transformation for businesses by delivering tailored, high-quality digital products that enhance customer experiences and drive measurable business outcomes. By integrating advanced AI capabilities with human-centered design, WillowTree helps clients navigate complex challenges, improve operational efficiency, and achieve significant growth in market share and customer engagement.
We bring one thing. Clarity.
To your business stucture and strategy.
To how you look and what you say. 
And to the impact that technology and social change will have on your future...
Before putting pen to paper, fingers to keyboard or pedal to metal, know exactly what your goal is.
Once done (and you’ll only need to do it once) all strategy, creative work and delivery will be completely aligned and focused on achieving that goal.
We believe in helping you to clarify and understand the ‘problem’ – before you even write us a brief.
So, you save time, don’t waste your money and – most importantly – get a result that allows your business to fly.
brand strategy
Understanding you, your company, where you are now, where you want to be – and how to get there
We use a combination of models and frameworks (tried and tested over 20 years with over 200 clients) to help determine a solution that’s unique, relevant and authentic to you.
design
Bringing your strategy to life – on screen, in print, in store
Whether it be a logotype for a new brand, to refresh an existing look, printed collateral, website, in-store graphics, signage, wayfinding – we do it all.  We bring style, spirit  and standards to everything we create.
marketing strategy
'Taking your brand out for a spin’
We’ll help you devise compelling, multichannel marketing strategies that allow your brand to fly (and with all-important plans to make them useable).
Whether you’re a global corporate or a start-up with grand ideas, we’ll give you pragmatic, actionable and profitable marketing strategies that allow you to hit the ground running.
futures & insight
Technically speaking this should be at the top of the page, as understanding the future and what it means for your business drives every single activity that we undertake
We’d love to talk to you about our research, insight and what these nuggets have delivered for our other clients.
WillowTwinTM - the digital twin for the built world, aggregates spatial, static and live data into a single source of truth for built assets, to support data-driven decision making across entire real estate portfolios or infrastructure networks. WillowTwinTM captures, structures and labels data in a secured cloud environment and allows asset owners and users, wherever they may be located at any one point in time, to monitor the condition and performance of their assets in real-time.
There are three essential components in WillowTwinTM, which intersect to create a solution that is powerful, flexible and easy to use.
1) Digital Twin
Digital Twin centralises otherwise siloed data sets into a virtual replica of the built form, a digital twin, effectively digitising built assets in the cloud.
2) Intelligence
Intelligence enables users to have a single pane of glass for all their most important dashboards and data visualization.
3) Marketplace
Willow Marketplace allows owners, managers and occupiers to deploy the latest smart building technology onto their assets, without the need for time-consuming and costly integrations.
Welcome to YellowDog, an acclaimed design, print, and marketing studio headquartered in the vibrant city of Denver, Colorado. Our mission revolves around fostering meaningful connections through imaginative communications. At YellowDog, we are the catalysts for creative conversations.
Embracing the power of print design, we present award-winning solutions that leave a lasting impact. Our expertise spans across print, design, and branding, catering to an array of businesses, from budding startups to established corporations. Whether you're a resourceful non-profit striving for more with less, a small enterprise carving your niche, or a corporate titan aiming to conquer market share, YellowDog is your partner in propelling progress.
WelloGuest is digital guest guide software that enables property hosts to create multilingual welcome booklets accessible through QR codes or links. The platform centralizes property information such as Wi-Fi credentials, access codes, equipment instructions, arrival procedures, and local recommendations into a mobile-friendly interface that guests can access without downloading applications. Hosts configure guides using pre-designed modules for welcome messages, Wi-Fi details, security codes, departure instructions, and geolocation-based recommendations. Modules can be activated, hidden, or reordered to match property requirements. The software supports eleven languages with automatic translation. Static QR codes remain valid when content is updated, which eliminates the need for reprinting. The platform includes digital check-in and check-out functionality, consultation analytics, and multi-property management. Hosts can offer optional services for purchase through the system.
yellowHEAD is a digital marketing agency with expertise in mobile app marketing, web, and social marketing, which is based on a combination of using proprietary technology and having professional digital marketers in the team.
Worksmile is a one-stop-shop HR system of record that combines HCM, Internal Communication, and Employee Benefits in one platform. Designed for HR teams, Managers, and Employees, it automates HR processes, streamlines internal communication, and centralizes benefits and everyday people operations. By replacing multiple disconnected tools, Worksmile reduces admin time and software costs while improving efficiency and employee experience. Trusted by 360+ companies and used daily by more than 200,000 employees.
Plumm is a B2B mental health solution that brings personalised and accessible wellbeing support to the global stage. Plumm offers a wide variety of services and resources, including 1:1 video therapy and coaching, online courses, live events, guided meditations, soundscapes, trainings, and 24/7 support with virtual wellbeing assistant EMMA. Using the latest technology and ensuring compliance with the highest international standards, Plumm guarantees wellbeing support that is immediate, accessible, professional, and tailored to individual needs. Today, Plumm is proud to offer mental wellbeing support to over 120 clients - and around 25,000 active users - around the world. With an international pool of over 150 accredited therapists and coaches, collectively speaking more than 30 languages, clients can access chat and video support in the language of their choice. Plumm remains committed to the vision and mission of making workplace wellbeing a reality for every member of the global workforce.
LifeMart Discounts is a proprietary, members-only discount shopping platform designed to provide employees with substantial savings on a wide array of products and services. By partnering with nationally recognized brands and local retailers, LifeMart offers exclusive deals that help employees manage everyday expenses more effectively. The platform encompasses various categories, including travel, electronics, tickets, family care, wellness, home and auto, financial and legal services, apparel, flowers and gifts, and dining options. By offering these discounts, LifeMart aims to enhance employee satisfaction and financial well-being, ultimately contributing to improved productivity and loyalty within organizations.
Key Features and Functionality:
- Comprehensive Discount Categories: LifeMart provides savings across multiple sectors such as travel, electronics, entertainment, family care, wellness, home and auto, financial and legal services, apparel, gifts, and dining.
- Exclusive Member Access: The platform is accessible only to members, ensuring that employees receive unique deals not available to the general public.
- Marketing Support: LifeCare supplies employers with promotional materials, including emails, flyers, and posters, to effectively communicate the benefits of LifeMart to their workforce.
- Business Discounts: Managers and HR personnel have access to discounted wellness products, services, and office supplies through the Business Deal category within the site.
- User-Friendly Interface: Employees can easily navigate the platform via the website or mobile app, allowing them to access discounts anytime and anywhere.
Primary Value and Solutions Provided:
LifeMart Discounts addresses the financial challenges employees face by offering substantial savings on both everyday necessities and significant purchases. By alleviating financial stress, the platform enhances employee satisfaction, engagement, and retention. Employers benefit from a more focused and productive workforce, as employees can manage their personal expenses more efficiently. Additionally, the platform's ease of use and comprehensive offerings make it a valuable addition to any organization's employee benefits program.
Zoho BackToWork is a one-of-a-kind occupational health and safety, corporate wellness management, and workforce management solution app, built with the sole purpose of helping businesses seamlessly transition back to regular in-person office work, in a post-pandemic world. BackToWork is powered by 6 built-in modules that ensure a safe return for your workforce, and give your administration, facilities, and HR departments the ability to manage and monitor employee health and welfare. Powered by Zoho's award-winning low-code platform, Zoho Creator, BackToWork provides a hassle-free installation, user-friendly UI, cloud data management, and easy customization.
allwhere is a comprehensive platform designed to streamline the management of IT assets and enhance employee experiences in remote, hybrid, and on-site work environments. By offering end-to-end solutions for equipment procurement, deployment, retrieval, and storage, Allwhere enables companies to efficiently handle the complexities of a distributed workforce. The platform also integrates personalized perks and wellness programs, fostering employee engagement and satisfaction. With a user-friendly dashboard, Allwhere consolidates various vendors and services, providing HR and IT teams with a centralized system to manage the entire employee lifecycle seamlessly.
Key Features and Functionality:
- Global Procurement and Onboarding: Facilitates the sourcing and deployment of equipment tailored to specific roles and locations, ensuring new hires are equipped from day one.
- IT Asset Management: Offers a centralized dashboard to track, manage, and optimize IT assets throughout their lifecycle, from procurement to disposal.
- Employee Engagement Programs: Provides access to personalized perks and wellness initiatives, such as meditation and mental health programs, to boost employee morale and productivity.
- Seamless Integrations: Integrates with leading HRIS applications, reducing manual data entry and streamlining workflows.
- Efficient Retrievals and Storage: Manages device recovery and storage through a network of global facilities, ensuring quick redeployment when needed.
Primary Value and Solutions:
Allwhere addresses the challenges of managing a distributed workforce by providing a holistic solution that simplifies IT asset management and enhances employee engagement. By consolidating procurement, logistics, and employee programs into a single platform, it reduces administrative burdens, saves time, and lowers costs. This enables HR and IT teams to focus on strategic initiatives, while ensuring employees have the necessary tools and support to thrive in any work environment.