Case Studies

The first cohort is underway

FINSAGE is running its first corporate pilots right now. We'd rather publish real numbers once a programme has run a full quarter than post polished-looking placeholders — so this page is honest about where we are: pre-launch, with the first cohort live.

What Case Studies Will Cover

The metrics we'll report — not projections, actuals

Credit Utilization

Share of the released 1:1 credit pool employees actually use, and how fast it's claimed after release.

Group Session Reach

Percentage of headcount attending at least one Ask an Expert or Workshop session per quarter.

Repeat Engagement

How many employees come back for a second session after their first — the real signal a benefit is landing.

Topic Coverage

Which categories employees ask for most: tax planning, retirement, insurance, mutual funds.

Advisor Response Quality

Post-session ratings and written feedback from employees who completed a session.

Time to First Session

How long from contract signature to an employee's first group session — a proxy for how much HR lift the rollout took.

Join the Founding Cohort

Be the first case study, not the hundredth

Pilot companies get direct input into the roadmap, dedicated onboarding support, and — once your programme has real numbers to show — first billing as a published case study.