Employee Financial Wellness is a Win-Win
Lead Your Employees to Financial Success
Improve employee financial wellbeing and mental health with a benefit like no other. Our financial literacy programs use a combination of psychology, technology, behavioral finance, and human coaching to bring lasting changes to your team.
Our employee financial wellness program is designed to improve money habits and bring confidence to your employees’ financial position, allowing them to be more productive and focused while at work.
Comprehensive Financial Wellness
How It Works
Financial Literacy Made Simple
Give employees freedom to learn whenever, wherever. Our self-paced inventory of educational videos and online resources help employees understand and manage their finances with confidence, so they can focus on other matters most at work and in life.
Premium Tools for Every Employee
Our Financial Pulse app helps employees manage their finances; from eliminating debt, managing a budget, to growing their assets, they’ll be covered with our Financial Pulse and inventory of on-demand video lessons.
1-on-1 Meeting with a Financial Professional
Ask an expert anything about your finances, and learn how to best accomplish your financial goals.
Continuous resources for more Financial Wellness
Join us for LIVE coaching sessions, Q&A opportunities on our podcast, and more continuing education in our member portal.
Launch ready to help you
We make the launch and ongoing growth of your financial wellness benefit a success! You will receive pre-built marketing campaigns to increase employee engagement and save you time.
The Benefits Speak for Themselves
Financial Wellness to Increase Employee Productivity
72% of employees report feeling stressed about their finances while at work. It’s time to eliminate the distraction. After an employee financial wellness benefit, 80% of employees reported improved financial well-being, while 70% reported increased productivity at work.
Build Financial Security
Employees who received financial education were more likely to have emergency savings, less likely to be in credit card debt, and more likely to have a budget.
They are also more likely to save for retirement and take advantage of employer-sponsored benefits such as 401(k) plans.
Employees who participated in a financial wellness program were more likely to stay with their current employer for the long-term, and had a 40% lower turnover rate among employees who participated in the program.
Retain Talent with Financial Literacy
Peer Reviewed and Approved by financial experts.
