Workplace Financial Education Program to Strengthen Business Relationships
As employee financial wellness grows in importance, financial institutions can support employers and employees across the country by offering interactive, trackable workplace financial education programs, strengthening business relationships at the same time as doing good.
Employees across the country are stressed about their finances, and financial institutions are uniquely positioned to benefit employers and engage employees by providing financial education at workplaces (source: PWC Employee Financial Wellness Survey, 2022).
The State Of Employee Financial Wellness
Employees across the country are stressed about their finances, and financial institutions are uniquely positioned to benefit employers and engage employees by providing financial education at workplaces (source: PWC Employee Financial Wellness Survey, 2022).
#1
Financial stress is the #1 concern for employees.
76%
Of employees cite their financial worries as having a negative impact on their productivity.
41%
Of financially-stressed employees are embarrassed to seek guidance on their finances.
Consumers Aren’t Financially Prepared For Life’s Critical Moments
Engage
Provide branded, online financial education to employees of commercial partners.
Calibrate
Use workforce data to pair education with relevant product and service recommendations.
Inform and Educate
Deliver curated workshops on the topic areas most relevant to employees of commercial partners.
Connect
Equip employees with additional digital materials post-workshop to deepen engagement with your institution.
Advanced Capital Group
In 6 months the retirement plan administrator increased the number of participants saving 10% or more of their paychecks into their 401(k) from 22% to 32% – a resounding return-on-investment.
The Untapped Market: Using A Workplace Banking Program as a Retail Channel
Learn about the market opportunity for a Workplace Banking program, the current state of engagement in workplace financial security programs, and receive a free guide for best practices for launching your own successful program.
Bank Marketing Insights
Bank marketing strategies are rapidly changing. The impact of Fintech alone could result in a 5% revenue loss for banks. Bank marketing strategies must evolve at the pace of change in order to stay relevant to the modern consumer. Working with more than 900 of the largest financial institutions in the world has given EVERFI a firsthand look at what’s working and what isn’t.
