As employee financial wellness grows in importance, financial institutions can support employers and employees across the country by offering interactive, trackable financial education, 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, 2018).

  • #1

    Financial stress is the #1 concern for employees.

  • 33%

    Millennials who say that issues with personal finances have been a distraction at work.

  • 65%

    Americans will use workplace banking services to assist them with personal finances when offered through their workplace.

Consumers Aren't Financially Prepared For Life's Critical Moments

Our Solution

EVERFI’s Workplace Banking Education Solution

EVERFI’s Workplace Banking Education program empowers financial institutions to deepen relationships with existing clients, attract new clients, and engage new retail consumers by providing personalized financial education and product recommendations as an employee wellness benefit.

  • Engage

    Provide online financial education to employees of commercial clients, select employer groups, and plan sponsors.

  • Calibrate

    Evaluate the organization’s data and determine the most appropriate topic areas for in-person workshops.

  • Inform & Educate

    Your reps deliver thoughtfully curated in-person workshops at client office locations and collect data on all participants.

  • Connect

    Post-workshop, employees can review additional materials online and share content with their family to deepen engagement with your financial institution.


Workplace Banking Education Program

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Our 850 financial institution partners utilize EVERFI to improve consumer, employee and K-12 financial capability, and to build strong and dynamic consumer relationships.

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.

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