Grow Your Business with a
Client Financial Wellness Platform.
Empower clients, strengthen relationships, and increase retention. Sqwire’s white-label financial education helps your clients make smarter money moves—positioning you as their trusted, go-to professional.
Trusted by 100+ Organizations Nationwide
A Comprehensive Financial Education Solution to Elevate Value
Deeper Client Trust
Deliver education that builds confidence, loyalty, and long-term relationships - not one-time transactions.
Expanded Value
Go beyond your core offering with a full library of lessons, tools, and personalized guidance - all under your brand.
Onboarding & Support
We handle the setup, training, and support - so you can focus on your clients, not on tech.
Proven Customer Retention Strategies & Results
Client Retention
Cross-Sell Opportunities
Report Improved Confidence
“Sqwire gave our agency a new way to serve. Clients don’t just see us as insurance advisors - they see us as lifelong financial partners.”
- Lisa H.“Sqwire is helping Virginia’s auto dealers and their employees prioritize financial wellness. It’s a win-win.”
Don Hall“The Sqwire team have created a program that is dynamic, accessible, and able to fit the individual needs of each person.”
Jason WilsonReal Impact, Real Results
Financial stress is a leading cause of client churn. According to the PwC Financial Wellness Survey, financial stress impacts decision-making. Sqwire solves this.
88.9% of Sqwire users made or plan to make financial changes after taking our courses.
Created a Budget
Paid Off Debt
Emergency Fund
Track Expenses
Talked w/ Family
Financial Tools You Need to Grow
Custom-Branded Landing Page
Showcase your brand. Build their trust. Deliver a fully branded experience with your organization’s logo and messaging.
Engagement Dashboard
See who’s active and what they’re learning. Get powerful insights into how your users interact with the content.
Contextualized Content
Built on real-world insights, Sqwire’s courses turn financial concepts into practical, relatable lessons.View our full Course Catalog to see the curriculum.
Engagement Digest
Stay informed. Receive a daily / weekly email summary showing top users, recent signups, and course activity.
Gamification
Motivate learners with points, badges, and leaderboards. Sqwire’s gamified experience turns education into an interactive journey.
AI-Powered Guidance
With our virtual AI instructor, users get real-time support, explanations, and encouragement.
Expert-Created
Crafted by seasoned financial professionals and simplified for real-world use, no fluff, no sales, just clarity.
Exclusive Resources
Engage your audience with interactive lessons, insightful visuals, expert-led webinars, and bonus video content.
Ready to deliver lasting value?
Book a demo or sign up for a preview to see how Sqwire plugs into your practice.
Book a DemoFrequently Asked Questions about our Client Financial Wellness Platform
How does the white-label branding work?
Our client financial wellness platform allows you to upload your organization's logo. Your clients will see the experience as a seamless extension of your own service, building brand loyalty directly to you.
Can I track my clients' progress?
Yes. Our Engagement Dashboard gives you detailed insights into which clients are active, what courses they are taking, and where they might need additional support. This data is excellent for identifying cross-sell opportunities.
Is this content suitable for my specific industry?
If you handle customers daily, this platform is for you. Whether you are in insurance, banking, or sales, providing financial education helps you build deeper trust. It transforms you from a transactional service provider into a partner who cares about their financial well-being.