Enrich Financial Wellness for your Clients
Engage your customers with white label financial wellness programs.
Ready to learn more?
See How Our Program Works
Who we work with
• Credit Unions
• Financial Advisors
• Retirement Recordkeepers
• Asset Management Firms
• Payroll Providers
• Employee Benefit Brokers
Customized to your needs
Enrich can be delivered as a co-branded or white-labeled solution. Our partners can leverage their recognizable brands, with our proven behavior change 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.
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.
Trusted by over 300 financial institutions to help empower their customers with personalized education.
Awards & Recognition
Frequently Asked Questions
Will your program actually help our customers?
Do customers actually use this?
How will customers access the program?
Will you need our customers financial information?
Have another question? Talk with our team