Employee Financial Wellness and Well-Being

Optimize your Employee’s Financial Well-Being While Creating Business Benefits

Caring about your employee’s financial health, financial resilience and financial well-being is good for business. Financial Resilience Institute helps empower Employers and their Employees to understand, benchmark and improve their financial well-being, financial resilience and overall resilience through their life and career with their Employer, while optimizing their financial wellness benefits.

Doing so leads to multiple employee, business and social impact benefits, including but not limited to:

  • Improved employee engagement
  • Improved productivity
  • Increases in employee retention rates
  • Higher levels of mental and physical health and well-being
  • Employee adaptability and agility
  • An improved employee experience

Our team of experts has extensive experience in Employee Financial Wellness studies and employee experience strategy development, offering a wide range of services tailored to your organization’s needs and focus. The Institute is also tracking the extent to which employees rate their employer for helping to improve their financial wellness, including for different employee segments and those who are more financially vulnerable based on our Financial Health and Resilience Index Model.

With an eye for innovation, we work collaboratively with strategic partners, leaders and clients for impact, evolving our engagements overtime to deliver the needed insights and results to help drive positive change. Some of our services in this area include the following, with specific offerings available by request based on your organization:

  • Customized Qualitative and Quantitative Research Utilizing Proven Methodologies
    Including the extent to which Employees rate their Employer for helping to improve their financial wellness; benefits, gaps and opportunities with relation to understanding and optimizing their financial wellness and employee benefits; gaps and opportunities related to fostering healthy financial behaviours and more
  • Employee Financial Health and Wellness Index Analytics, benchmarking and reporting
    Utilization of our open-source and/or proprietary Indices or tools to complement your own Indices and tools or data as required
  • Employee Financial Well-Being, Financial Health and Financial Resilience Impact Measurement
    Including around employee behaviours, Employer financial wellness offerings and interventions that drive measurable outcomes
  • Employee Financial Wellness Strategy Development, Alignment with your Talent Management Strategies, Consulting and Advisory
    Including at key moments of truth (such as onboarding)
  • Behavioural Finance Consulting, Pilot Testing, Interventions and Supports in partnership with BIT
    Solutions that can help employees to build their understanding and engage in their financial resilience and financial well-being throughout their life, activating them to take small steps, foster healthy behaviours and access relevant benefits, services and supports from their Employer

Contact us today to explore collaboration opportunities around Employee Financial Well-Being.