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MAKE FINANCIAL FREEDOM POSSIBLE FOR THE PEOPLE YOU WORK WITH

Bespoke financial wellness programs tailored to your users’ needs.

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IT STARTS WITH A CONSULTATION

We help our partners identify their key objectives for implementing a financial
wellness program. We can focus on benefits/ services adoption, DEI, stress
reduction, productivity, data collection and insights - and then we configure
our portal and reporting to your specific needs.


PERSONALIZED SOLUTIONS

With over 100 configurations available on our platform, you’re guaranteed a
program that meets your employees’ or customers’ needs. We then generate
engagement using a financial personality assessment and gamification.


GET IMMEDIATE ADOPTION

By combining psychology, gamification, and program customization we generate
wider adoption and ongoing engagement.


MEASURE THE RESULTS

Our real-time reporting console and monthly PDF summaries keep the data you need
at your fingertips. Monthly, bi-annual and annual summaries are configured so
that you can present the results of the program as needed, helping you to
validate the program and determine ROI.


OUR PARTNERS

Trusted by over 12,500 organizations including employers, financial
institutions, and government agencies.

Ready to learn more?


SEE HOW OUR PROGRAM WORKS

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WHAT PEOPLE ARE SAYING

CoastHills has chosen to partner with Enrich to offer their broad range of
easy-to-use financial education tools, which will help improve the financial
well-being of our members and our entire community on the Central Coast of
California.




Carolyn White, Vice President of Education and Communication

CoastHills Credit Union

Enrich is part of Allegacy’s digital strategy to meet members’ needs wherever
they are,” said Lori Timm, Allegacy financial education manager. “Further, this
partnership helps us fulfill our brand promise of doing the right thing for the
wellbeing of our employees, members and the broader community.




Lori Timm, Financial Education Manager

Allegacy Federal Credit Union

By offering the Enrich platform, we are providing current and retired state
employees with the skill set necessary to make informed decisions to achieve
economic stability for themselves and their families.




Deborah B. Goldberg, State Treasurer

Commonwealth of Massachusetts

Both the iGrad and Enrich platforms have a contemporary social media feel, easy
accessibility, relevant personalization, depth of content, and user-friendly
design, all of which appeal to members and school partners




Mary Handiboe, Financial Education Supervisor

Commonwealth Credit Union

Enrich is a great addition to our program. The educational course content and
financial tools work for employees at every stage in their life—from paying off
student loans to buying a house and saving for retirement.




Gretchen Spaniol, Human Resources Special Projects Manager

San Diego County Water Authority

A proven, comprehensive financial platform like Enrich will give our employees
the education needed to design their own path to financial wellness while
decreasing their stress, reducing health care costs and improving workplace
productivity.




Kelley Smith, Human Resources Administrator

The City of Cleveland

New Jersey was a leader in getting personal financial literacy into our K-12
curriculum, but this new platform will close the circle to ensure every resident
has the tools they need to take control of their financial future.




Phil Murphy, Governor

New Jersey

CoastHills has chosen to partner with Enrich to offer their broad range of
easy-to-use financial education tools, which will help improve the financial
well-being of our members and our entire community on the Central Coast of
California.




Carolyn White, Vice President of Education and Communication

CoastHills Credit Union

Enrich is part of Allegacy’s digital strategy to meet members’ needs wherever
they are,” said Lori Timm, Allegacy financial education manager. “Further, this
partnership helps us fulfill our brand promise of doing the right thing for the
wellbeing of our employees, members and the broader community.




Lori Timm, Financial Education Manager

Allegacy Federal Credit Union

By offering the Enrich platform, we are providing current and retired state
employees with the skill set necessary to make informed decisions to achieve
economic stability for themselves and their families.




Deborah B. Goldberg, State Treasurer

Commonwealth of Massachusetts

Both the iGrad and Enrich platforms have a contemporary social media feel, easy
accessibility, relevant personalization, depth of content, and user-friendly
design, all of which appeal to members and school partners




Mary Handiboe, Financial Education Supervisor

Commonwealth Credit Union

Enrich is a great addition to our program. The educational course content and
financial tools work for employees at every stage in their life—from paying off
student loans to buying a house and saving for retirement.




Gretchen Spaniol, Human Resources Special Projects Manager

San Diego County Water Authority

A proven, comprehensive financial platform like Enrich will give our employees
the education needed to design their own path to financial wellness while
decreasing their stress, reducing health care costs and improving workplace
productivity.




Kelley Smith, Human Resources Administrator

The City of Cleveland

New Jersey was a leader in getting personal financial literacy into our K-12
curriculum, but this new platform will close the circle to ensure every resident
has the tools they need to take control of their financial future.




Phil Murphy, Governor

New Jersey

CoastHills has chosen to partner with Enrich to offer their broad range of
easy-to-use financial education tools, which will help improve the financial
well-being of our members and our entire community on the Central Coast of
California.




Carolyn White, Vice President of Education and Communication

CoastHills Credit Union

Enrich is part of Allegacy’s digital strategy to meet members’ needs wherever
they are,” said Lori Timm, Allegacy financial education manager. “Further, this
partnership helps us fulfill our brand promise of doing the right thing for the
wellbeing of our employees, members and the broader community.




Lori Timm, Financial Education Manager

Allegacy Federal Credit Union

By offering the Enrich platform, we are providing current and retired state
employees with the skill set necessary to make informed decisions to achieve
economic stability for themselves and their families.




Deborah B. Goldberg, State Treasurer

Commonwealth of Massachusetts

Both the iGrad and Enrich platforms have a contemporary social media feel, easy
accessibility, relevant personalization, depth of content, and user-friendly
design, all of which appeal to members and school partners




Mary Handiboe, Financial Education Supervisor

Commonwealth Credit Union


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WHO WE HELP


FINANCIAL INSTITUTIONS

Banks, insurers, credit unions, and retirement organizations rely on Enrich to
deliver financial programs their customers and members want and use.

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EMPLOYERS

Companies with a large (5k+) staff rely on Enrich to provide personal financial
programs that lower stress and increase employee wellbeing.

Show Me


STATE AGENCIES & MUNICIPALITIES

State and local governments know Enrich provides financial wellness programs
their employees trust & use.

Show Me


FINANCIAL WELLNESS RESOURCES

Here at Enrich we strive to educate people on the latest news in retirement,
healthcare, and personal finance.

Through careful analysis of the latest trends & strategies in financial
wellness, we’re able to put together these resources.

See All Resources



CASE STUDY: ”HOW ENRICH HAS INFLUENCED POSITIVE FINANCIAL BEHAVIOR CHANGES IN
USERS”



See the data


CASE STUDY: ”HOW ENRICH HAS INFLUENCED POSITIVE FINANCIAL BEHAVIOR CHANGES IN
USERS”



See the data


SMART EMPLOYERS TRUST FINANCIAL WELLNESS -- HERE’S WHY



Your employees, partners, and members worry about money-regardless of how much
they earn. Studies show financial stress is everywhere and results in a lost
hour every work day. This stress makes life difficult for your employees,
partners, or members. It increases use of sick days and absenteeism. The
solution? Financial wellness programs.

The science of why financial wellness programs work is simple. Providing
solutions tailored to your members, partners, or employees’ needs alleviates the
learning labor burden (which increases adoption and use). Your users realize
results right away. This lowers stress. Lower stress creates better at work
focus, higher productivity, and overall happier employees.

Discover personalized financial wellness to make your employees, members, or
customers happier, healthier, and more financially secure by clicking the link
below.


READY TO ENRICH THE LIVES OF THE PEOPLE YOU WORK WITH?

Let’s Talk Financial Wellness


THE WELL

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