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

insurance colleagues sitting and reading financial wellness report in a conference room

From the increasing cost of healthcare to the evolving needs of consumers, it's becoming even more difficult for health insurance companies to keep up. That's why it's crucial for industry leaders to come up with innovative solutions to these challenges.

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coastal community and enrich financial wellness

“Our aim in partnering with Enrich is to reduce financial stress by helping our members and clients develop appropriate and personalized action steps within the four financial health pillars: spending, saving, borrowing and planning," said CCCU President.

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serious businessman using laptop on city street on bench

Benefits are a crucial component of an employee's total compensation package, and there are several reasons why employees not being educated on them is a big issue. Employers need to recognize the main reasons why they are struggling to get the word out.

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Unitus and Enrich Financial Wellness

By offering financial education and planning tools, Unitus is helping members plan for the unexpected, what’s next, and how they’ll successfully navigate their finances in the long term, Stapp said.

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