A financial wellness blog by the experts at Enrich

insurance agent going over insurance and financial benefits with client
13
Jun

5 Clever Ways Insurance Companies Are Leveraging Digital Financial Wellness to Achieve Their Goals

There are five major challenges when selling and marketing products that insurance companies must overcome. Let’s look at each of these and how leveraging a digital financial wellness program can help overcome these challenges.

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woman learning about member benefits at credit union
23
May

Think Like a Marketer: Make Sure Your Credit Union Members Get the Benefits Memo

There are undeniable benefits of being a credit union member versus a banking customer. However, members may not be aware of or understand them. Here are five things you can do to make sure your members know all your credit union has to offer.

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woman holding credit card and using computer for online banking
7
Feb

3 Strategies Credit Unions Are Investing In to Compete With Banks

Credit unions offer easy, affordable banking for their members. Because credit unions exist to help their community, they understand the need to provide financial education and guidance on topics like budgeting, buying a home, or using credit wisely.

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Employees figuring out the definition of financial wellness
12
Apr

What is Financial Wellness?

There is a lot of talk about financial literacy and how a significant portion of Americans cannot pass even the most basic of financial literacy tests. The Standard & Poor's Ratings Services Global Financial Literacy Survey found that only 57% of ...

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stack of rocks behind the sun
4
Mar

Why is a Holistic Approach Important When Integrating a Financial Wellness Program?

Financial wellness, like physical and mental wellness, is essential to overall health. Research is narrowing in on a holistic approach to financial education as the most effective.

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two people drawing on a dry-erase board
4
May

Using Financial Wellness for Content Marketing

When a financial institution provides useful content to consumers that explains how their products and services solve their challenges, you can gain customers, improve brand awareness, and boost your bottom line.

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employees completing financial wellness courses on a desk
20
Jan

Is Student Loan Debt a Roadblock to Retirement Savings?

Many recent studies and surveys show that adults of all ages aren’t saving adequately--or at all--for retirement, which significantly impacts employers and the economy as a whole.

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Financial Wellness in the Workplace
1
May

How to Drive Real Behavior Change with a Financial Wellness Program

Many financial wellness programs focus only on literacy, which does not drive change because these programs do not take into account that money is more than a factual matter. Money, for most employees, is an emotional issue.

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ROI of Financial Wellness Content for Financial Advisors
29
Dec

Branded Financial Wellness Content: A Market Differentiator For Financial Advisers

Financial advisers educate just as much as they provide services. That's how they enable customers to make well-informed financial decisions. Branded content marketing is a great way to get that information in front of existing and potential customers.

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Congress approves debtor robocall for financial collections and student loans
17
Nov

Congress Approves Robocalls From Debtors

In 2008, the global recession reached economic levels reminiscent of the Great Depression of the 20th century, and the global market place did a lot of shifting that people are still getting used to. The U.S. has pulled out of the recession very recently

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