Frequently Asked Questions

Enrich serves organizations who refuse to let financial stress hold people back. Regardless of company size or industry, Enrich has solutions to meet every need. Enrich specializes in supporting five primary audiences:

• Employers and municipalities looking to support their workforce with financial wellness benefits
• Financial institutions seeking to educate members and reduce lending risk
• Financial professionals wanting to increase client engagement and assets under management
• Colleges and universities (through our iGrad program) helping students build financial literacy
• High schools (through our iGrad program) preparing students with foundational money management skills for life after graduation

Enrich stands out in three key ways:

• Flexibility: Over 100 configurations allow us to customize the program to your exact needs, from full white-labeling to seamless integration with your existing systems. Your brand matters, your people are unique, and we built Enrich to flex with you.
• Credibility: With 15+ years of proven results across 3 million users, 600+ educational institutions, 20,000+ employers, and 300+ financial institutions, we bring deep expertise and academic rigor to workplace financial wellness.
• Partnership: We don't just hand you software—we provide strategic implementation, launch support, dedicated client success management, and ongoing optimization. Consider us an extension of your team, because that's how we show up.

Our program includes 5,000+ pieces of interactive content:

• Educational articles and videos
• Interactive courses and micro-learning modules (3-5 minutes each)
• Financial calculators and planning tools
• Downloadable resources and worksheets
• Gamification elements, contests, and rewards
• Spanish-language content
• Morningstar investment education content
• Your own custom content (you can add proprietary materials to the platform)
• And so much more!

Learn more about our program →

Yes. Enrich offers full white-labeling options including custom branding, colors, logos, and URLs. We can configure the platform to feel like it's entirely yours; more than a third of our clients (and growing) use fully white-labeled versions. The platform is fully responsive across desktop and mobile devices.

Enrich integrates seamlessly with your existing systems through:

• Single sign-on (SSO) integration
• LMS (Learning Management System) integration
• API integration capabilities
• HR and benefits system connections
• Online/digital banking platforms
• Microsoft Teams (MS365 Suite) integration

We handle the technical heavy lifting during implementation so you can focus on your goals.

It starts with our Financial Wellness Checkup, a short assessment that maps each user's goals, challenges, and financial situation. The program then builds a personalized path with tailored content, monthly action steps, personality insights, and stress tracking that evolves as their needs change.

Yes. The program is fully supported in both English and Spanish for U.S.-based clients, with support for more than 20 additional languages. Enrich offers an extensive library of globally relevant content and resources, with additional regionally localized content available in more than 30 regions around the world.

Yes. Beyond our digital platform, we provide one-on-one financial coaching with certified financial professionals—including Certified Personal Finance Counselors (CPFC) and Certified Financial Planners™ (CFP®)—live webinars on timely topics, customizable workshop materials, and on-site presentations for events like benefits fairs.

Implementation timelines vary based on your customization needs and integration requirements. We work closely with you throughout the process to configure the platform, set up integrations, develop your launch strategy, and train your team. During your demo, we can provide a specific timeline based on your requirements.

Our implementation process includes:

• Strategic Implementation: We configure the platform to your exact needs, including custom branding, white-label design, and seamless integration with your existing systems.
• Launch & Adoption Support: We provide marketing toolkits, communication templates, launch campaign strategies, and best practices we've refined over 15+ years.
• Team Training: We ensure your team is equipped to manage and promote the program effectively.

One of Enrich's key advantages is flexibility. We can be as hands-on or hands-off as you need:

• Plug-and-Play Option: We provide best-practice configurations and turnkey solutions that require minimal internal resources.
• Customized Option: For organizations that want deeper customization, we provide the tools and support to tailor the platform extensively.
• Dedicated Support: Every client receives a dedicated client success manager who serves as your main point of contact for strategic guidance, troubleshooting, and program optimization.

The level of internal resources needed depends on your goals and how actively you want to manage the program.

Your partnership with Enrich offers a range of ongoing support options, including:

• A dedicated client success manager as your main point of contact
• Regular check-ins and strategic planning sessions
• Continuous program optimization based on engagement data
• Ongoing support to pivot strategies as your needs evolve
• Access to new features and content updates
• Technical support and troubleshooting

We work alongside you to ensure your program continues to deliver value over time—because the world changes, priorities shift, and we adapt right alongside you.

Enrich pricing is customized based on your organization's size, needs, and desired level of customization. We'll provide a detailed proposal during the sales process that outlines exactly what's included and the investment required for your specific situation.

Your proposal will detail exactly what's included based on your needs. Standard partnerships typically include program access, implementation support, client success management, ongoing updates, and analytics. We'll discuss additional services like white-labeling, coaching, custom content, and events during the sales process to build the right solution for you.

Our work is anchored in the impact metrics leaders most often track, including productivity, retention, engagement, asset growth, financial performance, and academic progress through improved knowledge comprehension. In partnership with each client, we define meaningful impact, build strategies designed to achieve it, and deploy programs that execute against those goals while clearly measuring the results delivered.

While we can't guarantee specific outcomes (as engagement depends on various factors including your internal promotion and user participation), we can point to 15+ years of proven results across 5 million users. Many of our earliest clients, including CSU Bakersfield (since 2011), Baxter Credit Union (since 2016), and Humana (since 2016), continue to expand their partnerships with us, which speaks to the value and impact we deliver.

We're also happy to share case studies and connect you with current clients during the sales process.

Yes. We take data security seriously and implement industry-standard security measures to protect user information. We can provide detailed information about our security protocols and compliance measures during the sales process. 

Yes. All Enrich content is completely independent and unbiased. We don't sell financial products, we don't receive commissions from third parties, and we have no hidden agendas. Our sole focus is providing education that genuinely helps people make better financial decisions. This independence is a core differentiator and builds trust with users.

Enrich helps employers and municipalities:

• Reduce financial stress among employees, leading to increased productivity
• Improve retention by providing valuable benefits that employees actually use
• Demonstrate ROI through measurable engagement and outcomes
• Differentiate their benefits package in competitive talent markets
• Support diverse employee populations with personalized, relevant content
• Integrate with existing benefit programs (401k, HSAs, student loan repayment)

Learn more about our solutions for employers and municipalities →

Enrich helps financial institutions:

• Reduce lending risk by educating members on smart borrowing
• Increase deposits and account balances through savings education
• Grow cross-sell opportunities by increasing financial literacy
• Retain and grow the member/customer base through value-added services
• Meet Community Reinvestment Act (CRA) requirements
• Stand out in competitive markets with differentiated member services

Learn more about our solutions for banks and credit unions →

Enrich helps financial professionals:

• Increase assets under management (AUM) by educating clients on long-term saving and investing
• Improve client engagement between meetings
• Grow client base through differentiated services
• Support clients' families (including adult children) with financial education
• Demonstrate ongoing value beyond investment management
• Generate better data to inform future advisory strategies

Learn more about our solutions for financial advisors →

Through our iGrad program, we help colleges and universities:

• Reduce student loan default rates and delinquencies
• Improve student retention by decreasing financial stress that often leads to negative academic and health outcomes
• Prepare students for real-world success by filling critical life skills knowledge gaps
• Support specialized populations including TRIO programs, student athletes, and financial aid recipients
• Fulfill the institutional mission of preparing students for life beyond graduation
• Generate data to inform future student support strategies
• Meet regulatory and grant requirements for financial literacy education

Learn more about our solutions for colleges and universities →

Through our iGrad program, we help high schools:

• Prepare students for financial independence before they face real-world money decisions
• Meet state financial literacy graduation requirements with standards-aligned curriculum
• Reduce future student loan debt by teaching smart borrowing before college
• Support college and career readiness initiatives with practical life skills education
• Engage students with interactive, age-appropriate content that holds their attention
• Provide educators with turnkey resources that require minimal prep time
• Track student progress and demonstrate program outcomes to administrators and parents

Learn more about our solutions for high schools →

iGrad is the name of our program specifically designed for educational institutions. It's built on our same proven technology that powers Enrich, but tailored to the unique needs of high schools and higher education—focusing on student loan education, financial aid literacy, and preparing students for post-graduation financial success. The company started as iGrad in 2009, serving higher education, and created Enrich in 2012 to bring the same proven methodology to employers and other organizations.

Low engagement kills financial wellness programs—not the program itself. That's why we don't just hand you software and walk away. Our launch and adoption support includes proven marketing strategies refined over 15+ years, communication templates, campaign tactics, and dedicated client success managers who work with you to drive participation. We've helped thousands of organizations achieve strong adoption rates, and we bring that expertise to every partnership.

This is one of Enrich's core strengths. We understand that everyone's plans change in financial education, whether due to economic shifts, workforce changes, or new organizational priorities. Our program is designed to flex with you. With over 100 configurations and a content library covering the full spectrum of financial topics, we can pivot quickly without requiring you to start over or switch platforms. Your client success manager works proactively with you to adjust your strategy as needs evolve.

That's what we're here for. Our implementation includes strategic consultation based on 15+ years of experience across every type of organization. We'll work with you to identify your organizational goals, understand your audience's needs, recommend proven configurations, develop a launch plan, and continuously optimize based on results. You don't need all the answers upfront; we'll figure it out together.

We're happy to provide detailed competitive comparisons during your demo. What sets Enrich apart is our combination of comprehensive content (5,000+ pieces), deep customization capabilities (100+ configurations), proven track record (15+ years, 5 million users), and true partnership approach (we don't just sell software—we roll up our sleeves and work alongside you).

Simply click this link to get started. We'll schedule a personalized demo tailored to your organization's specific needs and use case.

Come with questions! The demo is your opportunity to:

• See the program in action
• Understand how the program can be customized for your organization
• Discuss your specific goals and challenges
• Learn about implementation timelines and pricing
• See relevant case studies from organizations like yours

Yes. We're happy to connect you with current clients who serve similar audiences during the sales process. References and case studies are available upon request.

After the demo, we'll:

• Provide a customized proposal based on your needs
• Answer any additional questions
• Connect you with references if desired
• Work with you to develop an implementation timeline
• Discuss contract terms and pricing details