Meet Frank, Your New Financial Advisor
SmartPath is excited to offer Frank, a new personalized financial wellness benefit, to Maury Regional employees.
What You Get With Frank
Frank isn’t just another budgeting app or financial dashboard. He’s also your personal advisor, powered by our proprietary AI engine, and an expert on all things finance.
Connect your accounts and see your finances in a single view. Frank pulls your financial life together so you don’t have to juggle logins, spreadsheets, or half-remembered balances.
Frank uses your unique inputs to generate highly personalized, report-style Insights that help you dig deeper into specific topics (e.g., 401(k) Rollover Guide, Student Loan Snapshot, Net Worth Overview).
Frank’s got your back. He keeps an eye on your finances with Monitors and alerts you if something seems off, whether it’s a spending shift, a missed opportunity, or a potential issue.
Should you finance a new HVAC system you need but can’t afford? Is it better to exercise stock options or pay down the credit card? Frank is available to chat 24/7 with answers grounded in your financial picture, so you don’t have to guess or go it alone.
You never need to nod along while someone talks over your head. You choose how Frank looks, sounds, and explains things, because truly good advice is easy to understand and comes from someone you trust.
Exclusive Pricing for Maury Regional
As an employee of Maury Regional, you have access to Frank for free – forever! Just click the button below or use promo code SUMMER26 at checkout before June 12, 2026 to receive this special offer.
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Free Forever!
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Free Forever
See How Frank Works
Check out the video below to see how Frank can organize your finances and keep things running smoothly.
The Frank Standard
We know that trust and transparency are non-negotiable when it comes to your money. Here’s how we build both into everything we do.
Frank’s Memory
Frank doesn’t just remember the big stuff; he remembers the small stuff, too. Like your dog’s name, your favorite beer, or your first concert. We know finances are personal, and good financial advice should be, too.
Human Support
We know AI can hallucinate or make mistakes. We’ve built in guardrails to keep that from happening, but, hey, we’re only human, and robots are only…robots! As an extra safeguard, our financial experts also regularly review Frank’s chats and are available to check in with you if you ever need reassurance.
Your Money Matters
Frank is free forever. We also don’t sell financial products, take commissions, or show advertisements. The advice you receive is based on what’s best for you and your household, not someone else’s sales goal.
Security
We’re serious about security. Frank is subject to the same security measures as major financial institutions across the United States. Our parent company, SmartPath, Inc., has been SOC 2 Type 2 certified for 5 years and counting, and Frank is scheduled for its first SOC 2 audit later this year.
Personal Data
We only share your data with specific partners, and only to provide service to you. We never sell or share it with third parties for marketing or advertising. Period. For more information, check out our data and privacy page.
Get Frank Now!
Sign up before June 12, 2026 to get free lifetime access to Frank. Connect your accounts
and see what to do next with your money!