Edelman Financial Engines: Rethinking traditional financial planning for a digital world

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Edelman Financial Engines: Rethinking traditional financial planning for a digital world

Blink

Edelman Financial Engines is rethinking traditional financial planning for a digital world.
When it comes to your money, do you want to rely on the digital reach of technology, or the nuanced perspective of a human to guide you? Edelman Financial Engines saw the case for both, but asked: What if we didn’t have to choose? What if they could create a new service that offered the best of both? They looked to Blink for help guiding what they knew was going to be a complex process, with very high stakes for the company’s long-term success.

Through their collaborative efforts, Blink and Edelman Financial Engines created an offering that provides the best of digital and in-person planning, unifying them through a set of powerful tools that help give thousands of families better insight into and control over their financial goals.

Key Team Members

Matt Kissick , Blink team
Scott Lambridis, Blink team
Andrew Lenzini , Blink team
Shannon Chin, Blink team
Paige Doolin , Blink team
Caryn Arredondo, Blink team
David Westen , Blink team
Ajoe Joseph , Core EFE sprint team
Adam Garner , Core EFE sprint team
Alex Yavorsky, Core EFE sprint team
Paul Mernyk , Core EFE sprint team
Chris Anderson , Core EFE sprint team
Amir Zelazny , Core EFE sprint team