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FINANCIAL WELLNESS BEHAVIOR CHANGE DATA: A 12-MONTH STUDY

Most people agree that financial wellness education is beneficial, but there
haven’t been many studies that look at the data regarding whether these programs
have a real-world impact.

Educating people is only half the battle. For a financial wellness program to be
effective, it must inform people in a way that motivates them to change their
behavior over a long period of time.

Many large employers, financial institutions, colleges, and government agencies
use our Enrich Financial Wellness program, so we looked at our data to see what
impact our interactive financial education had on things like:

 * Emergency savings
 * Retirement participation
 * Financial stress levels
 * Credit card usage
 * Credit scores
 * Checking account overdrafts
 * Scheduling financial advisor consultations
 * Staying on track with financial goals

This document shows the results of this 12-month longitudinal study, including
statistics taken from our platform and cross-referenced with financial account
data from our partners.

Download Now


FINANCIAL WELLNESS BEHAVIOR CHANGE DATA: A 12-MONTH STUDY


 * See the results of a 12-month study on how a digital financial wellness
   program impacts real world behavior changes.
 * Includes data on how financial wellness impacts emergency savings, retirement
   plan participation, financial stress, credit scores and more.

Financial Wellness Behavior Change Data: a 12-month Study
Download Now
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