Who is Enrich for?

  • Why Enrich?

    • Engage customers with branded financial wellness
    • Educate customers on your products
    • Generate leads / nurture customer relationships
    • Cross-promote your products
    • Measure financial literacy efficacy
Financial
Institutions
  • Why Enrich?

    • Add financial literacy to your wellness programs
    • Educate employees on your benefits
    • Increase employee productivity
    • Reduce employee financial stress
    • Measure financial literacy efficacy
Employers and
Organizations
  • Why Enrich?

    • Add financial literacy to your client services
    • Generate leads / nurture client relationships
    • Reduce clients' financial stress
    • Measure financial literacy efficacy
Financial Advisors

Watch the Enrich demo video

Customize Your Enrich

Best-in-class co-branding

We use your logo and colors to promote financial literacy as an extension of your brand.

Insanely customizable

Turn features on/off and push custom modules and videos to your Enrich site.

On-call financial counselors

Certified Personal Finance Counselors® ensure employees get the best advice.

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 are able to put together provocative resources.

See All Resources
imac

Ready to Enrich the lives of the people you work with?

A financial wellness blog by the experts at Enrich

Capturing a complete definition of financial wellness is tricky because it means different things to different people. At its most basic level, financial wellness is a holistic approach to counter financial illness.

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In order to be holistic, a financial wellness program should address the needs of your workforce. In today’s diverse workplace, employees have unique needs based on their stage of life.

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The first step in creating retirement readiness is communication. However, not all communication about retirement is beneficial. One-size-fits-all messages are typically ignored because they really don’t “fit” anyone at all.

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Chelsea Groton Bank has partnered with the San Diego-based company iGrad to offer its members financial wellness education.

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