Meet Fiona, Your AI Financial Wellness Advisor

Intelligence that cares about your financial well-being

Powered by advanced federated AI and behavioral economics, Fiona helps you achieve true financial resilience across Security, Freedom, and Pleasure—not just wealth.

We use AI to measure what actually matters in people’s financial lives—not just their balance, but their peace of mind—and help them improve it with personalized coaching that predicts problems before they happen.

Why Use Fiona?

Advanced AI technology meets human-centered financial wellness

AI-Powered Insights

Uses in-depth sentiment analysis and advanced machine learning to understand your financial emotions and stress levels in real-time.

Financial Resilience Index

Not just your balance—get a complete picture across Security, Freedom, and Pleasure dimensions with our sophisticated and scientifically-validated FRI score.

Personalized Advice

Every recommendation is tailored to your unique situation, life stage, and financial goals using advanced personalization algorithms.

Early Warning System

Predict potential financial distress 30-90 days in advance with high accuracy. Get proactive support before issues become crises.

Privacy First

Your data stays secure with bank-level encryption and GDPR compliance. We use federated learning to protect your privacy.

24/7 AI Support

Get instant financial guidance anytime, anywhere. Fiona never sleeps—ask questions and receive expert advice whenever you need it.

Real-Time Monitoring

Automatic transaction categorization and instant FRI updates. Know exactly how each financial decision impacts your well-being score.

Smart Nudges

Receive timely, context-aware prompts based on behavioral economics. Gentle reminders that help you build better financial habits.

The Three Dimensions of Financial Well-Being

True financial wellness goes beyond just money—it's about Security, Freedom, and Pleasure

Security

Your foundation for peace of mind. We measure your buffer adequacy, income stability, and emergency preparedness.

  • Emergency fund tracking (6-month target)
  • Income volatility analysis
  • Essential expense monitoring
  • Debt trajectory prediction

Freedom

Your ability to make life choices without money dictating your decisions. We help you build financial autonomy.

  • Life choice flexibility scoring
  • Financial independence tracking
  • Career change readiness
  • Goal achievement pathways

Pleasure

Your capacity to enjoy life today while building for tomorrow. Balance present joy with future security.

  • Discretionary spending insights
  • Life enjoyment metrics
  • Spontaneity budget planning
  • Guilt-free spending zones

How Fiona Works

Four simple steps to transform your financial wellness journey

1

Use your Snappi App

Fiona lives in your Snappi app and analyzes your transactions, income patterns, and spending behaviors while keeping your data private.

2

Get Your FRI Score

Within minutes, receive your personalized Financial Resilience Index score across Security, Freedom, and Pleasure dimensions. Understand where you stand today.

3

Receive AI Guidance

Fiona provides personalized insights and actionable recommendations based on your unique situation. Chat naturally with your AI advisor anytime you need guidance.

4

Track Your Progress

Watch your FRI score improve over time as you implement Fiona's recommendations. Celebrate milestones and receive proactive alerts about potential issues.

Question 1

How many months of expenses can you cover?

Question 2

How predictable is your monthly income?

Question 3

How are things getting, better or worse?

Ready to Transform Your Financial Life?

Discover true financial wellness with Fiona!

Get Started Today →