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Apex Fintech Solutions partners with Zogo to enhance financial literacy among its employees by integrating Zogo's educational app into its HR benefits package. This collaboration aims to streamline the onboarding process and empower employees with essential financial knowledge, making financial information more accessible. The partnership reflects a commitment to democratizing financial education and modernizing HR practices within the financial technology sector.

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26 views

apex-case-study

Apex Fintech Solutions partners with Zogo to enhance financial literacy among its employees by integrating Zogo's educational app into its HR benefits package. This collaboration aims to streamline the onboarding process and empower employees with essential financial knowledge, making financial information more accessible. The partnership reflects a commitment to democratizing financial education and modernizing HR practices within the financial technology sector.

Uploaded by

senthurri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Partner Spotlight: Apex Fintech Solutions

The Benefit of all Benefits:


Zogo as an HR Tool

+
Partner Spotlight

Case Study:

APEX Fintech Solutions


& Zogo
“I think [one of my favorite things
Key Insights about this partnership] is the

Industry and Market: enthusiasm around how we can


Financial Technology
combine our experiential learning on
Solutions
the Apex side with the Zogo offerings.
It’s not limited to financial literacy, as
Mission:
To be the market-leading
we’ve seen. We’ve brought in two
financial technology and modules for acquisitions, so I love the
data provider driving
spirit of entrepreneurship that we
disruption and innovation for
the future of wealth creation. have with Zogo.”

Core Themes: -Anita Stoller

Empowering the biggest


Director, Human Resources

ideas in fintech to change


the world for the bette

Partnering with “industry


disruptors” such as Zogo
to help them grow
investment and digital-
advice platforms

Overview
With over 220 clients and 21M brokerage accounts¹, Apex Fintech Solutions is a
powerhouse in the realm of revolutionizing investing. While their overarching goals and
practices are based around financial technology and developing digital possibilities,
Apex is, by nature and name, a solution-based company, and they don’t limit their
improvement-centric approach to the financial sector. By opening themselves to all
kinds of educational, experiential, and augmentative opportunities, Apex is forging
ahead in their industry like no other.

At the forefront of Apex’s endeavors is one solid purpose: aiding in frictionless


investing for everyone. By partnering with Zogo, which specializes in financial literacy,
the two companies are working in tandem to make all things financial accessible,
painless, and rewarding. Zogo and Apex are strongly aligned in their views that
financial information and opportunities should be for everyone, not gate-kept for a
select few, and they’re starting with Apex’s own employees. As of now, the Zogo app is
an aspect of Apex’s HR benefits package, and both companies are excited for what
they could expand into moving forward.

The Challenge
Regardless of company or industry type, onboarding new employees often comes with
trials for both the workplace and the new hires. Navigating benefits is one of the
trickiest parts for many people, especially younger generations who may not have had
adequate financial education. From 401(K)s to dental insurance, onslaughts of new
hires may need a significant amount of help, leaving HR stretched too thin to get to
everyone in a timely manner.

The Opportunity
By offering Zogo as part of their benefits package, Apex is equipping their employees
with rewarding financial education that gives them a leg up both in the workplace and
their personal lives.

¹ Data as of 3/31/22
As Told by Anita Stoller, Apex HR Director
Democratizing Financial Literacy
“Anything to do with finances should run alongside something with
education. Zogo provides the perfect platform for any type of education
you want to offer alongside your product base.”

Modernizing Human Resources

“The other [HR products] are not any fun. Zogo is a great example of how
much more advancement there is in the HR tool space that could be
leveraged more broadly.”

A Strong Foundation For Education

“Zogo is a seamless way for people to access training. When we acquired


new companies, and needed to have our employee base really understand
more about their solutions and offerings, it’s as though someone dropped
the app in our lap for the perfect foundation to educate the firm.”

The Key to Success:


By partnering with fintech companies like Apex and other financial institutions, Zogo
is furthering their efforts to provide necessary financial education to all who need or
want it. In the case of their Apex partnership, Zogo has become a beneficial tool
provided to employees in an effort to make their onboarding as frictionless as
possible. In addition to helping new hires untangle the web of benefits they’re
offered, Zogo is a valuable, award-winning learning tool that uses bite-sized lessons
to help those employees navigate real-life financial situations. From learning how to
apply for an auto loan to the basics of investing, Zogo empowers its users in a
simple, rewarding way that keeps them coming back for more.

Learn more about Apex at apexfintechsolutions.com.

Important Information: The availability of products and services may vary by country. Nothing herein is an offer to sell or a
solicitation of an offer to buy securities, products, or services by any person or entity in any jurisdiction or country where such
distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear herein are for
illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment
returns will fluctuate and are subject to market volatility. An investor’s shares, when redeemed or sold, may be worth more or
less than their original cost. You should consider your investment objectives, the risks involved, and consult with your investment
and/or tax professional about your specific circumstances prior to making an investment decision.

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