Individuals: to advance individuals’ and families’ financial awareness, literacy and interests throughout their financial lives – across the socio-economic, educational & cultural spectrum.
Enterprise: To create a strategic capability for service providers to improve service levels and operating performance.
Government & NGOs: to support the analysis, design, assessment, and improvement of financial impact initiatives, programs and policies – with meaningful, measurable & sustainable outcomes.
Enterprise ‒ For-Profit
Enabler ‒ Supporting Organization
Aegis is a for-profit, social impact, financial technology startup. It is a Haitian-American & US Armed Forces Veteran-owned enterprise.
Our product Stance visualizes (in 3D/interactive form) and quantifies the economic viability and financial health of an individual, household or community. It is designed to serve individuals across the socio-economic, educational and cultural spectrum – globally. Stance also visualizes and quantifies the impact of products & services, policies & regulations, and the macro & microeconomic environment on it. The product is first intended to protect the interest of the consumer but is also of strategic value to responsible enterprise and government to better serve their communities and operate more effectively – a catalyst for financial transformation.
For non-profits and government, Stance establishes strategic and analytical capabilities to enhance program portfolio performance management, engage communities, support advocacy and funding initiatives with demonstrable outcomes and social ROI.
For for-profit enterprise, Stance establishes strategic and analytical capabilities to enhance competitiveness, customer loyalty & retention, operating performance, and product/service portfolio optimization – while protecting the interests of the consumer.
- Non-discriminatory loan qualification & Access to Capital – Consumer, Micro & SMB
- Supporting Affordable Housing Initiatives – Analytics, Decision & Performance Management
- Supporting Under & Unbanked initiatives – Analytics, Decision & Performance Management
- Case Management for Financial Education/Advisory Support
- Employee & Employer Financial Wellness – Prosperity Through Productivity
- Consumer Program & Product Matching & Management
- Economic Development/Social Impact Program & Portfolio Dashboards & Performance Management/Social ROI