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).

Impact

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

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 branded, online financial education to employees of commercial partners.

  • Calibrate

    Use workforce data to pair education with relevant product and service recommendations.

  • Inform & 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.

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Workplace Banking Education Program

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Our 900 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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