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Boldin for Enterprise

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https://www.boldin.com/

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A financial wellness platform tailored to your needs

See how we can help businesses like yours

We understand the unique challenges your business faces when it comes to offering financial wellness.

  • Financial Services
    Increase engagement and conversions

  • Plan Providers
    Retain customers and attract new assets

  • Employers
    Improve employee retention, productivity and confidence

  • Financial Advisors
    Build trust, engage and retain clients

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