Francis Investment Council

Managing your money can be complex, but with the right tools and guidance, it becomes empowering. Since 1988, Francis Investment Counsel (FIC) has brought financial expertise directly to the workforce—helping employees and retirement plan sponsors build confidence through expert education, independent advice, and personalized support. To expand its impact, FIC partnered with Noble Applications to create a mobile platform that boosts employee engagement, broadens access to financial education, and connects users to advisors in real time.
Francis Investment Council app

Solving the Business Problem

FIC’s services were already driving impact, but like many consulting firms, they saw the need to create stronger, more frequent digital touchpoints with the employees they serve. Traditional methods—emails, meetings, workshops—offered value, but weren’t always timely or accessible. Employees needed quick access to guidance, personalized tools, and a stronger ongoing connection with their financial advisor.

The challenge was to take FIC’s deep bench of financial knowledge and deliver it in a way that was mobile-first, intuitive, and action-driven. Noble was brought in to develop a platform that could engage employees on their own terms—offering real-time insights, on-demand tools, and consistent, secure advisor access.

Noble's Collaboration

Noble partnered with FIC to design and develop a robust mobile app platform that enhances both employee experience and advisor reach. The app was created for both iOS and Android and features a sleek, branded interface, personalized content, and financial wellness tools that keep users coming back.

Key Features Included:

  • Real-Time Messaging: Employees can securely chat with their dedicated financial advisor, ensuring fast, confidential communication when it matters most.
  • Appointment Scheduling: Users can book in-person or virtual meetings directly through the app—streamlining the path to real-time, personalized help.
  • Financial Wellness Calculators: A suite of tools allows users to evaluate budgets, debt, retirement readiness, and savings goals.
  • Ongoing Educational Content: Financial literacy is front and center, with fresh, curated content that covers everything from 401(k) basics to advanced investment strategies.
  • Gamified Engagement: To drive ongoing use, the platform includes incentive-based elements that reward users for exploring tools, learning content, and meeting with advisors.
  • Secure, Scalable Platform: Built for performance and security, the app is positioned to scale across large enterprise clients and diverse employee bases.

Developed in close collaboration, the app reflects FIC’s trusted voice and delivers their full advisory experience in a digital, modern format.

Project Importance

With the Money Advice @ Work platform, Francis Investment Counsel is setting a new standard for financial wellness in the workplace. The app serves as the main point of connection between employees and their independent financial advisors—supporting better decisions, reduced stress, and real-time access to expertise.

The platform’s success was recognized with the BizTimes I.Q. Award for Innovation, affirming FIC’s leadership in the space. By bringing education, connection, and advisory services into one unified platform, FIC and Noble Applications have created a scalable, trusted resource that brings financial peace of mind to thousands of employees nationwide.

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Noble Applications