From Pilot to Partnership: How NAST and Enrich Are Scaling State Financial Wellness Programs Nationwide

State leaders face growing pressure to support residents’ financial well-being—often with limited staff, complex procurement processes, and diverse populations to serve. While financial wellness platforms are widely available, many struggle to gain adoption or integrate into existing state programs.

This case study explores how the National Association of State Treasurers (NAST) partnered with Enrich to launch a multi-state financial wellness pilot—and how that pilot evolved into direct state partnerships.

Inside, you’ll learn how NAST designed a shared platform model that reduced risk, enabled collaboration across states, and created a clear pathway from pilot to scalable, state-led programs. You’ll also see how states like Illinois transitioned into direct partnerships that allowed them to expand access to trusted financial education while minimizing operational burden.

Rather than focusing solely on outcomes, this case study highlights the decision-making, implementation, and partnership considerations that matter most to public-sector leaders evaluating a financial wellness platform.

Download now to see how NAST and Enrich built a replicable model for statewide financial wellness.

FEATURE POINTS

• Learn how a national pilot program enabled state treasurers and public-sector entities to test, learn, and validate a financial wellness platform without starting from scratch.
• Discover how states like Illinois moved beyond simply offering a platform to build sustainable programs through community partnerships and train-the-trainer models. 

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