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The Financial Wellness difference

Data analytics

The drag-and-drop, configurable Employer Dashboard allows you to review program metrics based on a wide breadth of available data.

People like me

Employees want to know how they measure up financially. Discover how they compare across money management ratios related to savings, credit, debt, and insurance.

Financial coaching

PwC financial coaches guide and help motivate employees, offering accountability and a balance of human interaction and technology.

Account aggregation

Employees can choose to view their complete financial picture in one place, use helpful money management tools, and see real-time progress towards their savings goals.

Help your people build a better future

Give your employees the financial building blocks they need

Grow financial engagement Improve financial wellness scores through targeted action plans and continued engagement.

Empower your employees to take control of their financial lives

Financial fitness assessments offer personalized actionable insights, benchmarking against other "People Like Me," resource recommendations, and automated action plans to improve financial wellness.

Increase benefit plan utilization

Your organization’s benefit plans can come alive for employees when presented in the context of the personal financial needs employees identify on the site.

Measure your program’s success

Track financial health over time and target your efforts based on employees’ needs and interests.

Talk to the people behind Financial Wellness

Employee financial health matters to employers

The number of organizations offering financial literacy increased from 66% in 2020 to 71% in 2021. Businesses include merit-based rewards, tax-advantaged benefits and incentives for participation in retirement savings programs.

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When it comes to round-the-clock access to financial literacy, goal-planning and decision-support tools, technology platforms are better than training courses or human financial counselors. And tech can be scaled for more cost-effective delivery of financial wellness initiatives across large workforces.

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In 2022 and beyond, organizations are adding new measures that reflect the mental, physical and financial health of their employees. Financial health for employees is now an important metric for employers.

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