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

employees having a meeting to go over their financial wellness program

A recent study found that Americans felt financially unprepared to handle uncertain times. Over half of those surveyed suggested financial literacy education would have made a difference. Based on this data, employers can help their workforce. Learn how.

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employee budgeting and reviewing receipts at table

The 2022 PwC Employee Financial Wellness Survey is out and the news provides insights for employers on the best way to help employees in this economic downturn. Here are three things to consider in order to protect your employees and your bottom line.

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City of Cleveland and Enrich Financial Wellness

The interactive, mobile-friendly platform features the Your Money Personality™ financial behavior assessment that analyzes each user’s financial “personality.” Enrich is part of the city’s Wealth Works Financial Wellbeing Program. Learn more.

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employee holding out credit card

Employees with financial stress at home bring that financial stress to work, which has a negative effect on performance and can cost you. Happier and financially well employees have the emotional reserves to enjoy their work and put in necessary effort.

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