COPIAFY SOLUTIONS FOR EMPLOYERS

COPIAFY SOLUTIONS FOR EMPLOYERS

Employers Building Financially Stronger Workforces

Employers Building Financially Stronger Workforces

Employers Building Financially Stronger Workforces

Give employees practical tools to organize their finances and work toward meaningful goals.

Give employees practical tools to organize their finances and work toward meaningful goals.

Book a Benefits Demo

Clients Dashboard
Good morning, Lamar
Credit
Alex T.
742 Good
Financial goals
Emergency fund
$2,400of $5,000
Next best action
Cashflow
Income$4,200
Bills$860
C Copiafy assistant ×
C
Alex is on track for the emergency fund goal and credit score both.
742 Score
584
Ask a question...

Make Financial Wellness More Actionable

Make Financial Wellness More Actionable

Make Financial Wellness More Actionable

Offer employees one private workspace for goals, credit, bills, documents, and financial progress.

Offer employees one private workspace for goals, credit, bills, documents, and financial progress.

Employee Access

Employee Access

Launch Financial Wellness Simply

Launch Financial Wellness Simply

Launch Financial Wellness Simply

Give employees a simple way to create their private financial workspace.

Give employees a simple way to create their private financial workspace.

Give employees a simple way to create their private financial workspace.

Employee Engagement

Employee Engagement

Give Employees a Private Workspace

Give Employees a Private Workspace

Give Employees a Private Workspace

Give Employees a Private Workspace

Employees organize financial information privately without sharing personal details with their employer.

Employees organize financial information privately without sharing personal details with their employer.

Employees organize financial information privately without sharing personal details with their employer.

Financial Progress

Financial Progress

Help Employees Make Steady Progress

Help Employees Make Steady Progress

Help Employees Make Steady Progress

Help Employees Make Steady Progress

Employees can track goals, bills, credit priorities, documents, and next steps.

Employees can track goals, bills, credit priorities, documents, and next steps.

Employees can track goals, bills, credit priorities, documents, and next steps.

JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice
Copiafy for Employers | Financial Wellness Benefits Client avatars circle a central Copiafy icon while a status pill cycles through intake, profile creation, and onboarding milestones. JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice

Turn Financial Information Into Clear Next Steps

Turn Financial Information Into Clear Next Steps

Turn Financial Information Into Clear Next Steps

Give employees AI-powered guidance based on the financial information they choose to add.

Give employees AI-powered guidance based on the financial information they choose to add.

Strengthen Your Benefits Offering

Strengthen Your Benefits Offering

Strengthen Your Benefits Offering

Add practical financial wellness support without creating more administrative work.

Add practical financial wellness support without creating more administrative work.

CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
Copiafy for Employers | Financial Wellness Benefits A line chart draws upward as Copiafy resolves a collection, corrects a late payment, and improves utilization, while all three bureaus confirm the updates. Collection removed Late payment corrected Utilization improved JM CREDIT SCORE 584 608 637 664 691 +107 Experian TransUnion Equifax Dispute letters sent 30 day clock running Bureau replied: item deleted
Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Support Employees Beyond the Workday
Support Employees Beyond the Workday
Support Employees Beyond the Workday

Help employees manage everyday financial priorities that can affect focus and well-being.

Help employees manage everyday financial priorities that can affect focus and well-being.

Give Employees Practical Financial Wellness Tools
Give Employees Practical Financial Wellness Tools

Financial Goals

Employees set goals for savings, debt payoff, emergencies, and major purchases.

Credit

Employees can organize credit information, concerns, and related actions.

Cash Flow

Employees can track income, bills, and recurring financial obligations.

Collaboration

Employees can securely collaborate with a trusted financial professional.

Bring Financial Wellness to Your Workforce

Bring Financial Wellness to Your Workforce

Give employees private tools to organize money, set goals, and build financial confidence.

Give employees private tools to organize money, set goals, and build financial confidence.

Book a Demo

Explore

Financial News Affecting Your Workforce

September CPI 2026

September CPI Rises 3.7%, but May Remains the 2026 Inflation High

IMF bond yield warning 2026

IMF Warns of a Disorderly Bond-Yield Spike as Treasury Pushes Back on U.S. Debt Critique

economic projections

Federal Reserve's September Economic Projections and Kashkari’s Inflation Warning

10-year Treasury yield

10-Year Treasury Yield Hits 5.23%, Highest Since 2007: What’s Pushing It Up

Bring Timely Financial Insights to Employees
Bring Timely Financial Insights to Employees
Bring Timely Financial Insights to Employees

Read Latest Report

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Get started
with Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

The client portal and CRM for financial professionals.

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Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

The client portal and CRM for financial professionals.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

The client portal and CRM for financial professionals.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.