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ENRICH FINANCIAL WELLNESS FOR YOUR CLIENTS

Engage your customers with white label financial wellness programs.

Tell Me More


Ready to learn more?


SEE HOW OUR PROGRAM WORKS

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Video

Transcript

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WHO WE WORK WITH

• Credit Unions 

• Banks 

• Financial Advisors

 • Retirement Recordkeepers 

• Asset Management Firms 

• Payroll Providers 

• Employee Benefit Brokers




WHY ENRICH?


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.


OUR PARTNERS

Trusted by over 300 financial institutions to help empower their customers with
personalized 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


WILL YOUR PROGRAM ACTUALLY HELP OUR CUSTOMERS?



Great question. Yes…Here’s why. Your members, participants, customers (whatever
you call them) share similar challenges. Whether it’s facing debt, paying down
loans, saving for a down payment, etc-they need help. That’s where we come in.
We connect your members with honest, impactful solutions they can use to hit
their goals. No matter your size, location, or environment, we can personalize a
solution for their needs.


DO CUSTOMERS ACTUALLY USE THIS?



Generating buy-in was our main focus when developing our program. That’s why we
created a financial personality assessment. With it we capture user interest in
a natural, easy to engage way. The assessment then connects to the program. We
transform your member’s curiosity into engagement using psychology and design.
 Find out more about the process by booking a time for a quick demo to see how
it works.


HOW WILL CUSTOMERS ACCESS THE PROGRAM?



We can integrate our program with your site or portal. We can also provide
direct, single click access. We’ll work with you to find the right fit for your
needs.


WILL YOU NEED OUR CUSTOMERS FINANCIAL INFORMATION?



No. Your member’s information remains private. They don’t need to input any
details to use the program. With that said we’ll rely on your guidance to shape
the program specific to your needs.


HAVE ANOTHER QUESTION? TALK WITH OUR TEAM

Contact Us

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CONTACT INFO

Address: 2163 Newcastle Avenue, Suite 100, Cardiff-By-The-Sea, CA 92007

Sales: (888) 844-1525

Sales: BusDev@enrich.org


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