Perry for Business

Financial wellness for your team
that actually works.

Employee financial stress costs businesses billions in lost productivity. Perry gives your team the tools, coaching, and support they need to take control of their finances.

The hidden cost of financial stress

Your employees are struggling with money worries. It's affecting their work, health, and your bottom line.

72% of employees report financial stress affecting their work
3+ hrs per week lost to financial worries during work hours
$500B annual productivity loss to US employers from financial stress
23% of employees have left jobs due to financial stress

How Perry works for teams

Simple implementation, powerful results. We handle the heavy lifting so you can focus on your business.

1

We handle setup

Perry integrates seamlessly with your existing benefits. No IT headaches, no complicated rollouts. We configure everything for your team.

2

Employees opt in

Participation is voluntary and private. Employees sign up on their own terms. You never see individual financial data.

3

Track impact

See anonymized, aggregate insights on program engagement and outcomes. Measure ROI with clear metrics that protect employee privacy.

🔒

Employee financial data is never shared with employers. Individual privacy is guaranteed.

Everything your team needs to thrive financially

Four core services that address the full spectrum of employee financial wellness.

Perry Teacher
Coaching

Personal financial coaching, at scale

Every employee gets a dedicated 30-minute session with a certified financial coach. Not generic advice - personalized guidance for their specific situation.

  • Certified financial coaches with 10+ years experience
  • Personalized to each employee's situation and goals
  • Flexible scheduling - evenings and weekends available
  • Follow-up action plans with clear next steps
Financial coaching
Perry Investigator
Ongoing Support

Continuous support, not one-time advice

Financial wellness isn't a one-and-done conversation. Regular coaching sessions help employees stay on track with their goals and adapt to life changes.

  • Monthly check-ins to review progress and adjust plans
  • Goal tracking with milestone celebrations
  • Life event support (new home, baby, retirement planning)
  • On-demand sessions for urgent financial questions
Ongoing support
Perry Engineer
Savings

Automatic savings employees can feel

Perry's AI analyzes employee bills and finds savings opportunities they'd never spot themselves. Lower bills mean less financial stress and more take-home impact.

  • Average employee saves $1,200+ per year
  • Utility, insurance, and subscription optimization
  • Negotiation support with service providers
  • Continuous monitoring for better deals
Bill optimization
Perry Protector
Benefits Check

Ensure no benefit goes unclaimed

Employees often don't know what benefits they qualify for - both workplace and government. Perry conducts a comprehensive audit to maximize their entitlements.

  • Workplace benefits optimization (HSA, FSA, 401k matching)
  • Tax credit and deduction identification
  • Government assistance eligibility screening
  • Annual review to catch new opportunities
Benefits audit

The business case for financial wellness

Companies using Perry see measurable improvements in productivity, retention, and employee satisfaction.

3.2x Average ROI on financial wellness investment
18% Improvement in employee retention rates
2.1 hrs Weekly productivity recovered per employee
$1,200 Average annual savings per employee

What employers are saying

Results from our beta employer partners.

"We saw engagement rates 4x higher than our previous financial wellness vendor. Employees actually use Perry because it solves real problems."

HR Director Tech Company, 500+ employees

"The bill optimization alone paid for the program. Our employees saved an average of $1,400 in the first year - that's real money in their pockets."

Benefits Manager Healthcare Organization

"Finally a benefit that employees actually talk about. Perry has become one of our most requested perks during recruiting conversations."

Chief People Officer Growing Startup

Frequently asked questions

Employee financial data is completely private and never shared with employers. We provide only anonymized, aggregate reporting - you'll see program engagement metrics and overall outcomes, but never individual employee financial information. Our systems are SOC 2 Type II certified and we comply with GDPR and CCPA requirements.

Most companies are up and running within 2-4 weeks. We handle the technical integration, create your branded employee portal, and provide launch materials. Your HR team's involvement is minimal - typically just a few hours for setup and a brief training session.

Employees access Perry through our mobile app or web portal. They sign up using their work email and can optionally connect their financial accounts for personalized insights. The AI assistant is available 24/7, and coaching sessions are scheduled directly through the app.

You receive quarterly reports with anonymized metrics including: enrollment and engagement rates, session utilization, aggregate satisfaction scores, and estimated program ROI. We can also provide custom reporting based on your specific goals and KPIs.

Our standard plans work best for companies with 50+ employees. For smaller teams, we offer a simplified version with core features. Enterprise plans are available for organizations with 500+ employees and include dedicated account management and custom integrations.

Unlike traditional EAPs that offer limited financial consultations, Perry provides ongoing, proactive financial support. Our AI works daily to find savings and improvements, coaching sessions are unlimited, and we focus specifically on financial wellness rather than trying to cover everything. Most companies see 5-10x higher engagement with Perry compared to EAP financial services.

Simple, transparent pricing

Choose the plan that fits your team. All plans include full access to Perry's AI assistant.

Starter 50-200 employees

Perry AI assistant (unlimited)

1 coaching session per employee/quarter

Bill optimization

Benefits eligibility audit

Quarterly reporting

Get Started
Enterprise 500+ employees

Everything in Growth, plus:

Unlimited coaching sessions

Custom integrations (HRIS, SSO)

Custom reporting & analytics

Onsite launch support

Contact Sales

All pricing is per-employee-per-month. Contact us for a custom quote.

Perry

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Give your team the financial support they deserve

Join leading companies using Perry to reduce financial stress and boost productivity.