Empower your employees to take control of their finances
Gain insights into financial health
Money management scores help employees see how they compare to peers across key financial ratios and provide automated action plans on how to improve.
Navigate financial priorities
The goals timeline illustrates how multiple financial objectives are interrelated and helps employees navigate competing financial priorities.
Measure employee engagement and financial health
The customizable Employer Dashboard provides relevant program metrics including aggregated employee financial wellness scores and program engagement metrics.
Take advantage of personalized financial coaching
PwC financial coaches provide personalized financial guidance, accountability, and support. Users can collaborate with coaches on their financial goals, as well as attend workshops and webcasts focused on topics like managing cash and debt, saving for education expenses, and planning for retirement.
The Financial Wellness difference
Data analytics
The drag-and-drop, configurable Employer Dashboard allows you to review program metrics based on a wide breadth of available data.
People like me
Employees want to know how they measure up financially. Discover how they compare across money management ratios related to savings, credit, debt, and insurance.
Financial coaching
PwC financial coaches guide and help motivate employees, offering accountability and a balance of human interaction and technology.
Account aggregation
Employees can choose to view their complete financial picture in one place, use helpful money management tools, and see real-time progress towards their savings goals.
Help your people build a better future
Give your employees the financial building blocks they need
Grow financial engagement Improve financial wellness scores through targeted action plans and continued engagement.
Empower your employees to take control of their financial lives
Financial fitness assessments offer personalized actionable insights, benchmarking against other "People Like Me," resource recommendations, and automated action plans to improve financial wellness.
Increase benefit plan utilization
Your organization’s benefit plans can come alive for employees when presented in the context of the personal financial needs employees identify on the site.
Measure your program’s success
Track financial health over time and target your efforts based on employees’ needs and interests.
Talk to the people behind Financial Wellness
Employee financial health matters to employers
The number of organizations offering financial literacy increased from 66% in 2020 to 71% in 2021. Businesses include merit-based rewards, tax-advantaged benefits and incentives for participation in retirement savings programs.
When it comes to round-the-clock access to financial literacy, goal-planning and decision-support tools, technology platforms are better than training courses or human financial counselors. And tech can be scaled for more cost-effective delivery of financial wellness initiatives across large workforces.
In 2022 and beyond, organizations are adding new measures that reflect the mental, physical and financial health of their employees. Financial health for employees is now an important metric for employers.
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