✨ Get to know Boldin’s AI Planner Assistant

Get started
Contact us
Financial institutions

Revolutionize financial services with Boldin’s next-generation tools

Deliver smarter solutions, engage clients better, and drive more business with innovative digital planning and personalized insights.

Boldin equips financial service providers with cutting-edge tools to meet the demands of today’s digitally savvy clients. Our solutions are designed to enhance client relationships, improve satisfaction, and boost your bottom line.

Schedule a demo

How Boldin helps you succeed

Scalable Technology

Leverage our advanced platform to deliver personalized advice at scale.

Improved Engagement

Meet the expectations of digitally engaged clients with mobile-friendly tools.

Smarter Decisions

Use automated insights to provide proactive recommendations.

Tailored solutions for Financial Service Providers

  • 95% of clients believe technology and digital capabilities are key differentiators in financial services. (Source: Accenture 2021)
  • Elevate the client experience with intuitive tools that build trust and confidence.
  • Faster adoption of new business models to stay ahead of the competition.

Schedule a demo

Banks

Increase Client Retention: Deliver a seamless financial planning experience that keeps clients satisfied.

Attract New Audiences: Capture the next generation of clients with a digital-first approach.

Upsell Automatically: Use integrated tools to suggest relevant products and services.

Wealth Management Firms and RIAs

Speed to Market: Quickly implement digital planning tools like scenario modeling and plan building.

Expand Offerings: Provide enhanced advisory services in tax, estate planning, and investments.

Educate Clients: Share podcasts, videos, and learning articles to keep clients informed and engaged.

Insurers

Engage More Clients: Advanced planning tools drive higher client involvement in retirement and financial planning.

Upsell with Ease: Automated recommendations based on individual needs help showcase the right products.

Boost Revenue: Cross-sell and upsell opportunities are seamlessly integrated into the client experience.

Ready to transform your financial services with Boldin?

Let’s talk about how Boldin can support your business.

Get in touch

Your personalized path to financial wellness starts here.

Start Your Free Trial

Our Planner

Calculators

Services

Blog

About

Enterprise

Our Newsletter

Our weekly newsletter full of inspiration, podcasts, trends and news.

Subscribe

Follow Us

Help Center

© 2026 NewRetirement, Inc. d/b/a Boldin All rights reserved.

Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.