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the easy, affordable student loan benefit

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Page 1: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

the easy, affordable student loan benefit

Page 2: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

Goodly's Founding Team and Investors

Greg Poulin, CEO Hemant Verma, CTO “Goodly is best positioned to become the go-to platform for offering this benefit.” - Jeff CroweGoodly's founders are the only team in the space

that has experience as both student borrowers and builders of turnkey HR software. After helping build their previous HR software company from nothing to a $270M valuation, Greg and Hemant decided to use this domain knowledge to help solve a problem they struggled with themselves: crushing student debt.

Page 3: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

employee

employer

regular payment

employer contribution

loan

How Goodly WorksGoodly serves as the benefit administrator for student loan repayment.

Our software takes care of all the administration, compliance, and reporting that HR teams that offer student loan benefits used to manage.

Page 4: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

Bonuses Matching

Contribution Frequency

Waiting Period

Parent Plus Loans529 Plans

Contribution Amount

Applied directly to the employees' student loan as a secondary payment, reducing the repayment period and saving on interest

Employer Contributions

Tenure Based

Page 5: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

Additional FeaturesStudent Loan Counseling

Payroll DeductionsBiweekly payment manager automates 26 half-payments per year, saving time on repayment period and interest

Access to expert student loan coaches, helping borrowers make the best decisions around student loans and repayment

Family Contributions Invite friends and family to make payments directly to your student loan using Goodly's software

Page 6: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

Example Implementation: 30 days to doneDay 1 Day 10 Day 30

Day 7 Day 15

First Call

Sign service agreementProgram design

Sign Up Call

Create Company AccountSync PayrollConnect & verify bank accountUpload employees

Employee OnboardingWelcome emails, internal marketing & communications sent to employeesEmployees enroll, set up accounts, and sync loansEmployee info sessions

First Contribution Run

Admin set up

Employees are invited to participate in Goodly

Goodly program begins!

Intro to Goodly

Page 7: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

Pricing

SecuritySOC 2 compliant Bank level 256 bit security Two-factor authentication

IntegrationsTwo-way, real-time integration with ADPOpen API and SSO single sign-on

$/participant/month

6

No Setup FeesNo Annual Fees

No Minimum EnrollmentChange/Cancel at Any Time

Page 8: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

Recent Press Coverage New Customers

Page 9: the easy, affordable student loan benefit · Sync Payroll Connect & verify bank account Upload employees Employee Onboarding Welcome emails, internal marketing & communications sent

[email protected]

Questions?