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.
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Workplace Banking Program
Strengthen Business Relationships and Acquire New Consumers
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.
Impact
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, 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.
The Untapped Market: Using A Workplace Banking Program as a Retail Channel
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.
Video
Workplace Banking Education Program
Workplace Banking Education Program
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Case Studies & Resources
Our 850 financial institution partners utilize EVERFI to improve consumer, employee and K-12 financial capability, and to build strong and dynamic consumer relationships.
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.
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