Employee Financial Wellness Program

Deliver personalized financial wellness programs your employees want on our highly customizable ‘Done For You’ platform.

Woman smiling about achieving financial freedom

Ready to learn more?

See How Our Program Works

Who Enrich Is For & How It Works

Group of diverse people using the online financial wellness program

Enrich can help...

Engage and empower customers with personalized education, customize specific calls-to-action, integrate content or resources into Enrich, increase customer reach, understand financial needs and uncertainty, and segment reporting by specific cohorts or groups.

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We built a platform customers want to use

Financial wellness is a subjective concept, varying from person to person. We take a distinctive approach by leveraging Your Money Personality, continuous Stress Analysis, and Money Mindfulness resources. With a focus on financial inclusion and equity, our objective is to drive heightened engagement. By embracing these tools, we empower individuals to make well-informed financial choices and foster a deeper connection with our services, resulting in strengthened utilization.

Our Partners

Trusted by over 12,500 companies to empower their users with personalized financial education.

Awards & Recognition

Pensions & Investments

Eddy Award: Financial Wellness

Pensions & Investments’ annual Eddy Awards recognizes plan sponsors and service provider leaders who offer investment and financial education to their participants regarding smart strategies to invest and plan for retirement.

Institute for Financial Literacy

Education Program of the Year

Established in 2007, the mission of the Excellence In Financial Literacy Education (EIFLE) Awards is to promote the effective delivery of consumer financial products, services and education by acknowledging the accomplishments of those that advance financial literacy education.

AFCPE Award

Outstanding Consumer Info

The annual award is given to a company or agency that displays scope, timeliness and scholarship in its approach to financial literacy, and provides information useful to those working in the field of financial counseling and planning.

Frequently Asked Questions

Do you really customize the program?

Yes! We sit down with each client to understand their preferred outcomes and then tailor the portal around those objectives. We build one-off, boutique portals branded to our clients that speak directly to their employees.

Do Financial Programs actually work, and will my employees use them?

Our program has an exemplary track record of success and we would be happy to provide client references. Our portal is just one part of the equation; we will assign you one of our talented Client Success representatives to help you promote Enrich to your employee base and maximize engagement and results.

What makes Enrich different from the competition? Aren’t all these programs the same?

No two financial wellness programs are alike. Enrich distinguishes itself from the competition in many ways: Unparalleled customization and configuration capabilities including benefits integration, best-in-class reporting, our unmatched (and ever-growing) library of content, proprietary algorithms to deliver the most compelling experience for your employees, and our tenured team of Client Success reps for support.

How can we determine the ROI of the program? How can I justify the cost?

The ROI hinges on the desired outcomes you want from your financial wellness initiative. We will help you to identify these outcomes, and then we build the portal and reporting around these objectives.

How much work will this be for me and my team? I’m already juggling so many projects.

You can relax! We will draw on our extensive experience working with hundreds of employers to build your portal - which you can then refine if/ as needed. After that, our Client Success team will identify promotion opportunities, and ensure engagement is high with monthly check-ins and results analysis, and continue to make changes and updates to the portal as needed.