Isa™ AI Concierge
Intelligent organisational assistant for structural guidance, financial asset mapping, and personalized secure checklists.
Financial Wellness Meets Family Readiness™
Future proof your employees & their families
An intelligent virtual guardian that looks after your employees' financial wellness today and helps their families discover and recover financial assets when an employee is no longer available.
Built for teams that want benefits to keep working for families long after enrollment.
Meet Ensurance
Financial Wellness Meets Family Readiness™
Family Readiness
Intelligent agents that make sure assets are discovered and recovered by family members in case of a contingency event.
Community of Experts
Our community forum ensures all your queries are answered by certified financial experts in the relevant field.
Knowledge Network
Structured modules for any financial instruments you need to be successful, peer-reviewed.
The Problem
Where Benefits Fall Short
Companies invest heavily in tax-saving products, insurance, and retirement benefits.
Yet employees are often left on their own when navigating major financial decisions, life transitions, and family preparedness.
74%
of employees believe their employer should provide support during significant financial life events
95%
of employees consider access to financial planning resources important when evaluating employment opportunities
75%
of employees believe employer support throughout the entire retirement journey is valuable
43%
rank access to a financial advisor among the most important workplace financial benefits
Source: Morgan Stanley
The gap isn't access to financial products - It's access to knowledge, guidance, support, and continuity.
0 1
In US
$124T wealth transfer by 2048, $2T Forgotten US retirement accounts, $200B+ Bitcoin lost, 1 in 7 people have unclaimed property.
0 2
In India
₹78K Cr unclaimed bank deposit, ₹58K Cr unclaimed EPF, ₹25K Cr unclaimed insurance
0 3
The Hidden Productivity Cost
Financial anxiety follows employees to work — affecting focus and performance.
Employee Value
What Employees Get
Experienced as a wellness benefit — not a compliance task.
Organise
A unified inventory of every financial asset, in one place.
Understand
AI-powered guidance that makes financial complexity simple.
Prepare
Family readiness planning, built step by step.
Learn
A community of peers and experts sharing real guidance.
Access
Vetted financial, legal, and estate professionals on demand.
Continue
Contingency support so nothing falls through the cracks.
Employer Value
What Employers Get
Improve Retention
A differentiated benefit employees genuinely value.
Support Senior Talent
Executives often have the most complex financial lives.
Strengthen Wellbeing Programs
Complements existing financial wellness offerings.
Demonstrate Duty of Care
Support employees beyond the workplace.
Zero Administrative Burden
Employee-owned. HR sees no personal data.
Differentiate Employer Brand
Stand out in a competitive talent market.
Unique Value
Why Traditional Benefits Fall Short
Capability
Traditional BenefitsTraditional
Ensurance
Financial Education
◑ Partial
✓ Included
AI Concierge
✗ Not Included
✓ Included
Family Readiness Score™
✗ Not Included
✓ Included
Expert Marketplace
✗ Not Included
✓ Included
Continuity Planning
✗ Not Included
✓ Included
Beneficiary Preparedness
✗ Not Included
✓ Included
Signature Feature
Family Readiness Score™
A single, measurable number that captures how prepared a family really is.
82
/ 100
Overall Readiness
Asset Organisation
95
Nominee Coverage
82
Legal Readiness
74
Family Awareness
89
Digital Access
61
* Illustrative
Financial wellness was the beginning.
Financial continuity is what's next.
Join forward-thinking HR leaders closing the last mile for their workforce.
Discover→
Organise→
Prepare→
Continue