Financial Wellness for Financial Institutions – Breaking Free From Employment

Empower Financial Wellness for your Clients

Engage your customers with white label financial wellness programs.

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Who we work with

• Credit Unions

• Banks

• Financial Advisors

• Retirement Recordkeepers

• Asset Management Firms

• Payroll Providers

• Employee Benefit Brokers

Why Us?

Customized to your needs

We can be delivered as a co-branded or white-labeled solution. Our partners can leverage their recognizable brands, with our proven behavior change program.

We can help...

Engage and empower customers with personalized education, customize specific calls-to-action, integrate content or resources into Enrich, increase customer reach, understand financial needs and uncertainty, and segment reporting by specific cohorts or groups.

We built a platform customers want to use

Financial wellness is a subjective concept, varying from person to person. We take a distinctive approach by leveraging Your Money Personality, continuous Stress Analysis, and Money Mindfulness resources. With a focus on financial inclusion and equity, our objective is to drive heightened engagement. By embracing these tools, we empower individuals to make well-informed financial choices and foster a deeper connection with our services, resulting in strengthened utilization

Frequently Asked Questions

Great question. Yes…Here’s why. Your members, participants, customers (whatever you call them) share similar challenges. Whether it’s facing debt, paying down loans, saving for a down payment, etc-they need help. That’s where we come in. We connect your members with honest, impactful solutions they can use to hit their goals. No matter your size, location, or environment, we can personalize a solution for their needs.

Generating buy-in was our main focus when developing our program. That’s why we created a financial personality assessment. With it we capture user interest in a natural, easy to engage way. The assessment then connects to the program. We transform your member’s curiosity into engagement using psychology and design. Find out more about the process by booking a time for a quick demo to see how it works.

We can integrate our program with your site or portal. We can also provide direct, single click access. We’ll work with you to find the right fit for your needs.

No. Your member’s information remains private. They don’t need to input any details to use the program. With that said we’ll rely on your guidance to shape the program specific to your needs.