Who is Enrich for?

Financial Wellness for Financial Institutions
  • Why Enrich?

    • Engage customers with branded financial wellness
    • Educate customers on your products
    • Generate leads / nurture customer relationships
    • Cross-promote your products
    • Measure financial literacy efficacy
Financial Wellness for Employers and Organizations
  • Why Enrich?

    • Add financial literacy to your wellness programs
    • Educate employees on your benefits
    • Increase employee productivity
    • Reduce employee financial stress
    • Measure financial literacy efficacy
Employers and
Financial Wellness for Financial Advisors
  • Why Enrich?

    • Add financial literacy to your client services
    • Generate leads / nurture client relationships
    • Reduce clients' financial stress
    • Measure financial literacy efficacy
Financial Advisors

Watch the Enrich demo video

Enrich cobranded, customizable financial literacy platform Enrich cobranded, customizable financial literacy platform

Customize Your Enrich

Best-in-class co-branding

We use your logo and colors to promote financial literacy as an extension of your brand.

Insanely customizable

Turn features on/off and push custom modules and videos to your Enrich site.

On-call financial counselors

Certified Personal Finance Counselors® ensure employees get the best advice.

  • Enrich Partner - Mutual Of Omaha
  • Enrich Partner - Geico Credit Union
  • Enrich Partner - Humana Health Insurance, Medicare Insurance and Dental Insurance
  • Enrich Partner - Principal
  • Enrich Partner - Virginia Retirement System

Financial Wellness Resources

Here at Enrich we strive to educate people on the latest news in retirement, healthcare, and personal finance. Through careful analysis of the latest trends & strategies in financial wellness we are able to put together provocative resources.

See All Resources
Financial Wellness Resources Financial Wellness Resources

Ready to Enrich the lives of the people you work with?

Enrich The Well Blog

A financial wellness blog by the experts at Enrich

stressed employee working with computer and notebook

More than half of your employees are likely feeling some type of stress while on the job, with financial issues being high on the list. Unfortunately, those experiencing financial stress find the effects reach across their lives. Learn why it matters.

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employee distracted while working on laptop computer

Most people have at least one of the four biases that lead to poor financial health. That’s why a financial wellness program will help employees understand their relationship with money and recognize the biases that sway their financial decision-making.

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women employees going over financial wellness documents

Women have a unique set of circumstances that interfere with their ability to save and make their savings less effective. In addition to retirement benefits, there are several other things benefits managers can do to help close the retirement gender gap.

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mobileoil credit union and enrich financial wellness

Mobiloil Credit Union’s Enrich personalized financial wellness program features a financial behavior assessment, which analyzes each user’s personal relationship with their finances and gives recommendations for better financial behaviors, and more.

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