EVERFI’s Workplace Banking Education Program enables financial institutions to deliver white-labeled and personalized financial education to the employees of commercial partners, providing a critically-needed benefit to address financial wellness and workplace productivity.

Through EVERFI’s program, financial institutions are able to:

  • Deepen existing commercial relationships by providing valuable insights to partners
  • Win new commercial business by providing a differentiated and consistent offering
  • Attract new consumers through expanded channels

Elements of Success

  • Online Financial Education

    Provide personalized financial education to the employees of your workplace banking partners through a best-in-class online education program.

  • In-Person Workshops

    Deliver targeted, turnkey workshops on the topic areas most relevant to the employees of each Workplace Banking partner organization.

  • White-Labeled Experience

    Reach an untapped market of new consumers with personalized product and service recommendations.

  • Robust Data & Analytics

    Present valuable qualitative & quantitative data on the overall financial health of employees to HR teams at participating organizations.