Exciting news is on the horizon for&nbsp;<a href="https://www.pefcu.com/">PEFCU (Publix Employees Federal Credit Union)</a>&nbsp;and its members! We are thrilled to announce that PEFCU, powered by the Enrich financial wellness platform, has been honored with the prestigious&nbsp;<a href="https://www.cunacouncils.org/content/cuna/councils/awards---scholarships/awards-programs/cuna-marketing---business-development-council-awards-programs/diamond-awards.html">2024 Diamond Award</a>&nbsp;in the Financial Education category. This esteemed recognition comes from the America's Credit Union's Marketing &amp; Business Development Council's annual marketing excellence competition.&nbsp;Out of 168 credit unions across the nation, PEFCU stood out as a beacon of excellence in providing top-notch financial education through its premier program, Financially Fresh. Financially Fresh is PEFCU's premier financial wellness resource designed to give members the knowledge needed to make fruitful financial decisions. This award underscores our commitment to empowering members with the knowledge and tools they need to make informed financial decisions and achieve their goals.&nbsp;<a href="https://financiallyfresh.pefcu.com/">Financially Fresh</a>&nbsp;isn't just another financial wellness program – it's a dynamic educational platform designed to engage members in a modern and relatable way. Through interactive digital courses and in-person workshops, members can delve into various aspects of personal finance, from budgeting and saving to investing and retirement planning.&nbsp;What sets Financially Fresh apart is its ability to make learning about finance enjoyable and rewarding. By gamifying the educational experience, members can earn real-life rewards as they progress through the program. This innovative approach not only educates but also incentivizes members to take control of their financial well-being.&nbsp;&nbsp;At Enrich Financial Wellness, we take immense pride in the incredible contributions our Credit Union clients make within their communities. We are committed to supporting them in their mission to make a difference. Ready to join the movement?&nbsp;<a href="https://enrich.org/whitelabel-financial-wellness-education-program/">Schedule a demo today</a>&nbsp;and discover how your Credit Union can empower its members and communities alike.

marketing and business development council diamond awards

Enrich Client PEFCU Wins 2024 Diamond Award for Financial Education Excellence!

Enrich Financial Wellness is proud to announce its participation as a bronze sponsor for an industry leading event – Thrive Summit 2024, set to take place in Atlanta from April 9th to 11th. Thrive Summit stands as a beacon to holistic well-being, attracting thought leaders, professionals, and industry experts to delve into topics essential for personal and professional growth. Enrich's sponsorship reinforces its commitment to advancing financial literacy and well-being on a larger scale.&nbsp;As a premier provider of financial education solutions, Enrich understands the pivotal role of knowledge and skills in navigating today's intricate financial landscape. Through its comprehensive programs and tools, Enrich empowers individuals to make informed decisions, plan for the future, and achieve their financial goals.&nbsp;&nbsp;Thrive Summit provides an invaluable platform for Enrich to interact with attendees, share insights, and showcase its innovative solutions for fostering financial wellness. From engaging workshops to networking opportunities, Enrich endeavors to inspire individuals to seize control of their financial destinies and elevate their overall well-being.&nbsp;Enrich Financial Wellness extends a warm invitation to attendees to visit its booth at Thrive Summit 2024 to explore its programs and services. Together, let's embark on a transformative journey toward financial empowerment and a brighter future. We hope to see you there!&nbsp;Stay tuned for updates as we guide you through our journey toward financial wellness and empowerment! To learn more about Thrive Summit 2024, visit the official website at&nbsp;<a href="https://www.thrivesummit.com/">https://www.thrivesummit.com/</a>&nbsp;&nbsp;

Enrich Financial Wellness: A Bronze Sponsor at Thrive Summit 2024 in Atlanta

<h1 style="margin-left:0px;">Financial Fitness Group Acquired By Aztec, To Be Merged With iGrad</h1>Provider Of Morningstar-Based, FINRA-Reviewed Educational Content To Merge With Aztec’s Financial Literacy PlatformArticle originally published by Michael Madden, Contributing Editor and Research Analyst at <a href="https://wealthsolutionsreport.com/2024/02/08/financial-fitness-group-acquired-by-aztec-to-be-merged-with-igrad/">Wealth Solutions Report</a>.Educational software firm Aztec Software announced its acquisition of Financial Fitness Group (FFG), which will be merged with Aztec’s iGrad financial literacy platform. Aztec provides educational software for academic upskilling, workforce and job-specific certifications, wealth management and financial literacy. FFG provides interactive financial wellness solutions.FFG has a longstanding collaboration with Morningstar to provide content to advisors to help educate investors. FFG’s content includes over 200 financial charts and graphics, including its Andex Chart, and 18 FINRA-reviewed financial presentations supported by Morningstar data.“We will continue our long-standing collaboration with Morningstar on the Investing Classroom and Financial Communications Library,” said Joe Saari, Founder and Chairman of FFG, in a statement to WSR. “There will be no immediate changes to the materials we produce using their data. Advisors will have continued access to the trusted financial education and investor education solutions they have come to know and expect.”Aztec’s CEO Jonathan Blitt said, “Financial literacy is critical for adults to drive multi-generational change, and we remain committed to providing the resources that enable adult learners to succeed. Adding FFG to our award-winning iGrad team moves Aztec closer to fulfilling our mission to provide all adults with the tools to not only support their families, but also to create opportunities for the next generation.”iGrad provides AI-based financial wellness solutions to more than 1.2 million learners across 600 colleges and universities, more than 20,000 employers and over 300 financial institutions, as well as other organizations.“iGrad currently provides services to financial advisors at over 300 financial services firms,” said iGrad CEO Rob LaBreche in a statement to WSR. LaBreche stated that the combination of FFG, iGrad and Aztec’s capabilities “will now offer the largest and most comprehensive library of content and services specifically geared towards adults.”Saari said, “Financial advisors play a critical role helping individual investors of all ages navigate an increasingly sophisticated financial landscape, and their expertise is invaluable in helping clients make informed financial decisions. As part of the Aztec and iGrad family, we are excited to build on our mission to drive real change through education, and to partner with a like-minded organization that shares our passion and values.”“Too many workers are financially strained and in a constant state of economic uncertainty. It is crucial that adults at every stage of life have the resources to pursue – and achieve – financial security,” said LaBreche. “Together, we will provide a well-rounded and best-in-class financial wellness experience to a broad base of end users by utilizing FFG’s arsenal of complementary content and offerings to remain our clients’ most reliable and trusted resource.”

Financial Fitness Group Acquired By Aztec, To Be Merged With iGrad

<h1 style="margin-left:0in;">FFG, iGrad Merge Under Aztec Umbrella</h1>San Diego Business Journal Article by Jeff Clemetson, 6 March 2024. Read the article publication on <a href="https://www.sdbj.com/technology/ffg-igrad-merge-under-aztec-umbrella/#:~:text=The%20New%20Jersey%2Dbased%20educational,company%20it%20acquired%20in%202022.">SDBJ's website here</a>.<a href="https://www.aztecsoftware.com/">Aztec Software</a> is growing its San Diego footprint. The New Jersey-based educational software company announced last month it had acquired Financial Fitness Group (FFG), a San Diego-based provider of interactive financial wellness solutions and will merge it with its subsidiary iGrad – another San Diego company it acquired in 2022.“Financial wellness was new for them, but they saw it as a need,” said iGrad President<a href="https://www.linkedin.com/in/rob-labreche-4150487/"> Rob LaBreche</a>, of the 2022 acquisition. At the time, he explained, Aztec was a leader in adult education products helping people upskill to reenter the workforce with college readiness and the like.iGrad was a good fit for the Aztec umbrella because its namesake product is an online tool to help students and parents better understand finances in general and specifically in how to pay for higher education. The iGrad tool is now adopted by higher education institutions, from community colleges to major schools like NYU, Harvard and Yale.iGrad’s second product, Enrich, is a tool to help employees learn about finances and aid them in creating a long-term financial plan.“Although we’re not financial advisors, our job is to give you unbiased information about understanding finances, things like credit score or setting up a budget,” LaBreche said, adding that client companies include Coca-Cola and Dell, as well as lenders and credit unions such as Cal Coast Credit Union – “a great client of ours who provide our product to San Diego State University students.”A Financial Learning Tool for AdvisorsWith the FFG merger, iGrad’s web-based financial literacy platform is adding a FINRA-reviewed financial content provider that helps financial advisors and financial service firms attract, build, educate, and cultivate relationships with their clients by giving them more in-depth information than “average American would use,” LeBreche said.FFG has a longstanding collaboration with Morningstar to provide a library of financial content solutions for financial advisors, including the U.S. Andex Chart, an in-demand financial illustration for advisors globally, which FFG has the exclusive right to reproduce and sell.Although iGrad did not previously serve financial advisors directly, its platform did already count some financial companies as clients, such as Principal Financial Group and Franklin Templeton Investments, but those firms used iGrad to offer financial literacy to their end users, LeBreche said. “Now with Financial Fitness Group, we have a product that’s very, very strong – we think the strongest in the industry – for the employees of those financial institutions, financial advisors and the like.”Shared Mission to Increase Financial Literacy&nbsp;“Financial advisors play a critical role helping individual investors of all ages navigate an increasingly sophisticated financial landscape, and their expertise is invaluable in helping clients make informed financial decisions,” said Joe Saari, founder and chairman of Financial Fitness Group.Saari, who along with the entire FFG team will stay on at iGrad, added that the merger was a partnership “with a like-minded organization that shares our passion and values.”Those values include a shared mission to bring financial literacy to the growing segment of U.S. adults living paycheck to paycheck who also lack a financial plan.“The demand for financial wellness has a groundswell of interest,” LeBreche said, adding that the demand has resulted in “significant” growth at iGrad since 2014 when the company was the second-fastest growing company in the San Diego Business Journal’s annual list of fast-growing companies. “In 2009, companies thought financial wellness was a nice-to-have for employees, but now it’s become increasingly a must-have as an added benefit for employees.”Aztec Software CEO Jonathan Blitt said that adding FFG to the iGrad team moves Aztec closer to fulfilling its mission to provide adults “with the tools to not only support their families, but also to create opportunities for the next generation.”“Financial literacy is critical for adults to drive multi-generational change, and we remain committed to providing the resources that enable adult learners to succeed,” he said.&nbsp;iGradFOUNDED: 2009HEADQUARTERS: Cardiff By The SeaPRESIDENT: Rob LaBrecheBUSINESS: financial technology company that offers artificial intelligence-powered financial wellness solutions to more than 600 colleges and universities, more than 20,000 employers, and more than 300 financial institutionsEMPLOYEES: 50WEBSITES: <a href="https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.igradfinancialwellness.com%2F&amp;data=05%7C02%7Cgeorgette%40financialfitnessgroup.com%7C47c53aa9a4484054d1c708dc3ecca310%7Caf0b2822e4984e1d89efa60168f13a4d%7C0%7C0%7C638454295903589742%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=vdDYLW%2F8%2BEZc9I07ju0Bxj3a4L7a5JXLFwz4ocY8P7M%3D&amp;reserved=0">www.igradfinancialwellness.com</a>; financialfitnessgroup.com; <a href="https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.aztecsoftware.com%2F&amp;data=05%7C02%7Cgeorgette%40financialfitnessgroup.com%7C47c53aa9a4484054d1c708dc3ecca310%7Caf0b2822e4984e1d89efa60168f13a4d%7C0%7C0%7C638454295903603077%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=%2F9TtzjMUabdrecJm6wQKFzC9O99NtYJfsbO2egCw%2BMc%3D&amp;reserved=0">www.aztecsoftware.com</a>NOTABLE: iGrad is one of three 2020 honorees in the inaugural Barron’s Celebrates: Financial Empowerment after being selected by a team of judges for its contributions to improving the financial health and security of Americans

igrad and financial fitness group financial wellness

FFG, iGrad Merge Under Aztec Umbrella

MORRISTOWN, NJ – February 6, 2024 –&nbsp;Aztec Software(“Aztec”), an educational software company focused on helping adults make generational change through academic upskilling, workforce and job-specific certification preparation, and wealth management and financial literacy programming, today announced that it has acquired Financial Fitness Group (“FFG”), a provider of industry-leading interactive financial wellness solutions. FFG will be combined with iGrad, an Aztec brand and award-winning, web-based financial literacy platform that provides lifetime personalized financial wellness education. The combination brings together two highly complementary businesses with a shared mission to enrich lives by making financial education personal, easy, effective, and enjoyable.Financial Fitness Group is a leading FINRA-reviewed financial content provider that helps thousands of advisors and financial service firms attract, build, educate, and cultivate relationships with their clients. The company has a longstanding collaboration with Morningstar to provide an expansive library of financial content solutions to assist financial advisors with educating investors. Their content offerings include the U.S. Andex® Chart, the most respected and in-demand financial illustration for advisors globally, which FFG has the exclusive right to reproduce and sell. Brokers, RIAs, individual investors, and industry leaders widely recognize the Morningstar brand and FFG as an independent, trusted, and objective source of investment information and financial education.iGrad and its Enrich platform currently serve more than 1.2 million learners across 600 schools, employers, financial institutions, and other organizations. The addition of FFG further expands iGrad’s vast library of digital financial education content and tools to include hundreds of FINRA-reviewed content pieces, including more than 200 financial charts and graphics, and 18 FINRA-reviewed financial presentations supported by Morningstar data.According to a OnePoll survey published by Forbes, approximately two-thirds of workers are living paycheck to paycheck and only about 17% follow a comprehensive financial plan, demonstrating the growing need for financial education and informed guidance. As the U.S. prepares to enter into the largest wealth transfer in history in the coming years, the accessible, industry-leading services Aztec, iGrad and FFG provide will play an increasingly important role improving financial wellness and education across the country.“Financial literacy is critical for adults to drive multi-generational change, and we remain committed to providing the resources that enable adult learners to succeed,” said Jonathan Blitt, Chief Executive Officer of Aztec Software. “Adding FFG to our award-winning iGrad team moves Aztec closer to fulfilling our mission to provide all adults with the tools to not only support their families, but also to create opportunities for the next generation.”“The American workforce needs financial education now more than ever. Too many workers are financially strained and in a constant state of economic uncertainty. It is crucial that adults at every stage of life have the resources to pursue – and achieve – financial security,” said Rob LaBreche, Chief Executive Officer of iGrad. “Together, we will provide a well-rounded and best-in-class financial wellness experience to a broad base of end users by utilizing FFG’s arsenal of complementary content and offerings to remain our clients’ most reliable and trusted resource.”“Financial advisors play a critical role helping individual investors of all ages navigate an increasingly sophisticated financial landscape, and their expertise is invaluable in helping clients make informed financial decisions,” said Joe Saari, Founder and Chairman of the Financial Fitness Group. “As part of the Aztec and iGrad family, we are excited to build on our mission to drive real change through education, and to partner with a like-minded organization that shares our passion and values.”<h2>About Aztec Software</h2>Since 1980, Aztec Software has been in the business of helping adults make generational change in three fundamental ways; by upskilling academically from literacy and numeracy through career and college prep, by providing a workforce toolkit including core and soft skills and job specific certifications and training, and by offering award-winning financial wellness, and financial literacy programming helping our learners navigate and manage a complex world of personal finance and financial decisions. Already the number one preparer of GEDs, Aztec continues to add to its impressive list of Career Tech Education certification programs and it best in class financial wellness/literacy offerings. Developed by educators, not technologists, Aztec’s software platform provides instructors and students with the tools they need to diagnose, remediate, instruct and learn, while utilizing ongoing formative assessments to guide the learning and instructional process. For more information, please visit&nbsp;<a href="http://www.aztecsoftware.com/">www.aztecsoftware.com</a>.<h2>About iGrad</h2>iGrad is a financial technology company that offers artificial intelligence-powered financial wellness solutions to more than 600 colleges and universities, more than 20,000 employers and more than 300 financial institutions. iGrad’s Your Money Personality™ was recently recognized by the Institute for Financial Literacy with the 2020 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Program of the Year award. iGrad is one of three 2020 honorees in the inaugural Barron’s Celebrates: Financial Empowerment, after being selected by a team of judges for its contributions to improving the financial health and security of Americans. iGrad also received the 2019 Eddy Award for Financial Wellness by Pensions &amp; Investments for its Enrich platform. For more information about the iGrad platform, visit <a href="https://www.igradfinancialwellness.com/">https://www.igradfinancialwellness.com</a>. For more information about the Enrich platform for employers and financial institutions, visit&nbsp;<a href="https://www.enrich.org/">https://www.enrich.org</a>.<h2>About Financial Fitness Group:</h2>Financial Fitness Group (FFG) is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, government agencies, and some of the largest companies across the U.S. For over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. For more information about FFG, visit LinkedIn, Facebook, Twitter, Vimeo, and&nbsp;<a href="http://www.financialfitnessgroup.com/">www.financialfitnessgroup.com</a>.

Financial Fitness Group to Merge with Aztec’s iGrad to Create a Complementary Financial Education Platform and Expand Industry-Leading Offerings

SAN DIEGO—Weyburn Credit Union in Weyburn, Saskatchewan has teamed up with the San Diego-based financial wellness company iGrad to offer the award-winning&nbsp;<a href="https://www.enrich.org/?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com&amp;utm_source=pr_com&amp;utm_medium=press%20release&amp;utm_term=weyburn&amp;utm_campaign=public%20relations">Enrich™ financial wellness platform</a> to its nearly 9,000 members.Enrich is available at no cost to Weyburn Credit Union members, who can access the platform by visiting https://weyburncu.enrich.org and creating an account with their email address.“We’re excited to offer Enrich to our members as part of our commitment to their financial well-being,” said Tana Torkelson, Weyburn Credit Union vice president of marketing. “Everyone has different goals and priorities when it comes to finances. Enrich’s personalized, customized and mobile-friendly platform uses artificial intelligence to provide content to users based on their individual situations and goals. The Enrich platform is a key part of our efforts to help our members attain financial wellness.”A study1 released in April by Manulife reveals that only one in five (21 percent) of Canadian workers say their financial situation is strong. Two in five (40 percent) rate it as fair to poor. More than half of respondents (53 percent) worry a great deal about one or more aspects of their personal finances.&nbsp;Enrich, which is used globally by more than 20,000 employers and more than 300 financial institutions, seeks to lower financial stress in a measurable way. Users are prompted to update their stress score regularly to gauge the correlation between improved financial wellness and stress levels.Enrich data from January 2020 to December 2021 found significant improvements in financial wellness among its users:<ul><li>35 percent increase in users who reported that they are on track with saving for their goals;</li><li>14 percent increase in users who are contributing to their retirement savings plan;</li><li>59 percent increase in users who had built up an emergency savings of at least three months of living expenses;</li><li>28 percent increase in users who pay off credit card debt in full monthly.</li></ul>Additionally, Enrich data showed that users who reported lower financial stress said that decrease was substantial – nearly 32 percent. About 36 percent also attributed that reduction in financial stress to using the Enrich platform.The Enrich platform offers:<ul><li>The Your Money PersonalityTM financial behavior assessment that analyzes each user’s financial “personality;”</li><li>Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning, and more;</li><li>Retirement and home affordability analyzers;</li><li>A suite of student loan and higher education tools;</li><li>Personal finance calculators and a real-time budget tool.</li></ul>“Canadians are struggling with financial stress and lack of financial wellness too,” said Donna Miller, iGrad vice president of business development. “Many adults of all income levels are worried about their financial future. We are thrilled to be a key part of Weyburn Credit Union’s commitment to improving the financial wellness of its members.” &nbsp;<h2>About iGrad</h2>iGrad is a San Diego-based financial technology company that provides artificial intelligence-powered financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. iGrad was recently recognized by the Institute for Financial Literacy with the 2023 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Organization of the Year Award. iGrad also received the 2022 Eddy Award for Financial Wellness by Pensions &amp; Investments for its Enrich platform. For more information about the iGrad platform, visit https://www.igradfinancialwellness.com. For more information about the Enrich platform for employers and financial institutions, visit&nbsp; <a href="https://www.enrich.org/">https://www.enrich.org</a>.&nbsp;&nbsp;1 - https://www.manulifeim.com/group-retirement/ca/en/financial-stress-survey#the-effect-on-personal-finances-eing

Weyburn Credit Union and Enrich financial wellness

Canada’s Weyburn Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to its Members

SAN DIEGO— Foot Locker has teamed up with San Diego-based financial education company iGrad to offer the award-winning&nbsp;<a href="https://www.enrich.org/?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com&amp;utm_source=pr_com&amp;utm_medium=press%20release&amp;utm_term=footlock&amp;utm_campaign=public%20relations">Enrich™ financial wellness platform</a> to 50,000 global employees.Foot Locker’s Enrich financial wellness program is personalized to each user and localized to each country to reflect cross-cultural differences in financial education and information. The platform is available to Foot Locker employees in countries including the U.S., Canada, Denmark, Spain, Belgium, Japan, Korea, United Kingdom and Australia.Enrich is one of the only financial wellness programs to offer a global product that allows multinational employers to implement one consistent, highly personalized financial wellness solution for employees in different countries.&nbsp;The Enrich global program features the Your Money Personality™ financial behavior assessment that analyzes each user’s financial “personality.” The interactive, mobile-friendly platform also provides:<ul><li>Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning and more&nbsp;</li><li>Articles localized to each country</li><li>Interactive tools and analyzers</li></ul>Financial stress is a global problem. Worldwide, only 28 percent of people feel they are financially able to "cope with the unexpected,” and only one in three has a basic understanding of financial concepts, according to MetLife’s Study of Financial Wellness Across the Globe1. In addition, only one in three adults were financially literate2.“Enrich uses an interactive, creative and personalized approach to financial wellness education that is proven to increase engagement, create positive behavior change and lower employee financial stress,” said Sam Evans, iGrad vice president of business development for Enrich. “We are thrilled to partner with Foot Locker to help their employees around the globe.”Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life.&nbsp;Enrich data from January 2020 to December 2021 found significant increases in financial wellness among its users:<ul><li>35 percent increase in users who reported that they are on track with saving for their goals</li><li>14 percent increase in users who are contributing to their retirement savings plan</li><li>59 percent increase in users who had built up an emergency savings of at least three months of living expenses</li><li>28 percent increase in users who pay off credit card debt in full monthly</li></ul>The Enrich data showed that users who reported lower financial stress said that decrease was substantial – nearly 32 percent. Nearly 36 percent attributed that reduction in financial stress to using the Enrich platform.<h2>About iGrad&nbsp;</h2>iGrad is a San Diego-based financial technology company that provides artificial intelligence-powered financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. iGrad was recently recognized by the Institute for Financial Literacy with the 2023 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Organization of the Year Award. iGrad also received the 2022 Eddy Award for Financial Wellness by Pensions &amp; Investments for its Enrich platform. For more information about the iGrad platform, visit https://www.igradfinancialwellness.com. For more information about the Enrich platform for employers and financial institutions, visit<a href="https://www.enrich.org/"> https://www.enrich.org</a>.&nbsp;1 - https://www.slideshare.net/StevenReta/global-financialwellnessstudy-300595762 -&nbsp;https://gflec.org/initiatives/sp-global-finlit-survey/

foot locker and enrich financial wellness

iGrad Partners with Foot Locker to Offer the Enrich Personalized Financial Wellness Program to 50,000 Global Employees

SAN DIEGO—Golden 1 Credit Union (Golden 1) has teamed up with San Diego-based financial education company iGrad to offer the award-winning <a href="https://www.enrich.org/?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com&amp;utm_source=pr_com&amp;utm_medium=press%20release&amp;utm_term=golden1&amp;utm_campaign=public%20relations">Enrich™ financial wellness platform</a> to its more than one million members throughout California.&nbsp;The new and innovative digital platform replaces Golden 1’s previous Learning Lab, which helps members learn and improve their financial knowledge and skills. Golden 1’s financial education efforts now include Enrich’s personalized and mobile-friendly platform that members can easily access through the credit union’s Financial Wellness Center1 or by visiting learninglab.golden1.com.The new platform provides:<ul><li>The Your Money PersonalityTM financial behavior assessment that analyzes each user’s financial “personality;”</li><li>Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning, and more;</li><li>Retirement and home affordability analyzers;</li><li>A suite of student loan and higher education tools;</li><li>Personal finance calculators and a real-time budget tool.</li></ul>“Californians' financial well-being is Golden 1’s highest priority, and we’re thrilled to introduce a new and enhanced learning lab that provides financial empowerment for our members and diverse communities,” said Barbara Quan, financial education manager for Golden 1. “Enrich is a dynamic platform suitable for all ages and offers a wealth of financial health resources and materials, providing the foundational building blocks for financial success.”Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on their unique financial situation and stage of life.&nbsp;Nearly 50 percent of 3,000 surveyed adults said money worries had a “severe or major impact” on their mental health over the past year, according to the 2022 PwC Employee Financial Wellness Survey2. To combat financial stress, Enrich users are prompted to update their stress score regularly to gauge the correlation between improved financial wellness and stress levels.Enrich data from January 2020 to December 2021 found significant improvements in financial wellness among its users:<ul><li>35 percent increase in users who reported that they are on track with saving for their goals;</li><li>14 percent increase in users who are contributing to their retirement savings plan;</li><li>59 percent increase in users who had built up an emergency savings of at least three months of living expenses;</li><li>28 percent increase in users who pay off credit card debt in full monthly.</li></ul>Additionally, Enrich data showed that users who reported lower financial stress said that decrease was substantial – nearly 32 percent. Approximately 36 percent also attributed that reduction in financial stress to using the Enrich platform.“Improved financial wellness can have a major positive impact on overall quality of life,” said Todd Woodlee, iGrad vice president of business development for Enrich. “Many adults of all income levels are worried about their financial future. We are thrilled to be a key part of Golden 1 Credit Union’s commitment to improving the financial wellness of its members.”<h2>About iGrad</h2>iGrad is a San Diego-based financial technology company that provides artificial intelligence-powered financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. iGrad was recently recognized by the Institute for Financial Literacy with the 2023 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Organization of the Year Award. iGrad also received the 2022 Eddy Award for Financial Wellness by Pensions &amp; Investments for its Enrich platform. For more information about the iGrad platform, visit https://www.igradfinancialwellness.com. For more information about the Enrich platform for employers and financial institutions, visit <a href="https://www.enrich.org/">https://www.enrich.org</a>.<h2>About Golden 1 Credit Union</h2>With nearly $20 billion in assets, Golden 1 Credit Union is one of the largest and most admired credit unions in the United States, providing its members with easy access to the financial solutions and resources they need to improve their well-being. As a dynamic and trusted leader, Golden 1 is committed to enhancing the financial well-being of Californians and their diverse communities to create a more equitable and financially inclusive California. Golden 1 proudly serves all those who live or work in California. Golden 1 is more than 1 million members strong and has over 2,200 employees. Visit golden1.com for more information.&nbsp;&nbsp;1 - https://www.golden1.com/financial-wellness2 - https://www.pwc.com/us/en/services/consulting/business-transformation/library/employee-financial-wellness-survey.html&nbsp;

golden 1 credit union and enrich financial wellness

Golden 1 Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to its Members

SAN DIEGO—Leading financial wellness technology company iGrad was recently recognized by the Institute for Financial Literacy with the 2023 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Organization of the Year award.This is the fourth time iGrad has received an EIFLE award, having been previously recognized for both its <a href="https://www.enrich.org/?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com&amp;utm_source=pr_com&amp;utm_medium=press%20release&amp;utm_term=2023EIFLE1&amp;utm_campaign=public%20relations">Enrich</a>™ financial wellness platform for employers and its iGrad™ student financial wellness program.“Over the past decade, iGrad has received four EIFLE awards for their outstanding education programs,” said Rachel Gordon, executive director of the Institute for Financial Literacy. “This year, it is our pleasure to recognize iGrad as the Organization of the Year for the addition of innovative behavioral components to their comprehensive financial wellness program and their ongoing commitment to effective financial education.”iGrad President Rob LaBreche founded the San Diego-based company in 2009. It has grown to provide customized and interactive financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions.“We are honored to be recognized by the Institute for Financial Literacy, the premier national organization dedicated to adult financial wellness education,” LaBreche said. “Multiple surveys and studies show that the need for improved financial literacy is greater than ever among all ages and income levels. We are dedicated to providing robust, engaging and accessible platforms that not only educate users, but help to establish positive long-term financial behaviors.”&nbsp;iGrad Vice President of Business Development Donna Miller accepted the award at a ceremony in San Juan, Puerto Rico in April.Established in 2007, the mission of the EIFLE Awards1 is to promote the effective delivery of consumer financial products, services and education by acknowledging the accomplishments of those that advance financial literacy education.For more information about the iGrad platform, visit https://www.igradfinancialwellness.com. For more information about the Enrich platform for employers and financial institutions, visit <a href="https://www.enrich.org/">http://www.enrich.org</a>. For more information about the Institute for Financial Literacy, visit <a href="https://www.FinancialLit.org">https://www.FinancialLit.org</a> .&nbsp;&nbsp;1 - https://eifleawards.org/

igrad financial wellness 2023 organization of the year

iGrad Recognized with 2023 Organization of the Year Award by the Institute for Financial Literacy

SAN DIEGO—Mutual Security Credit Union (MSCU) has teamed up with San Diego-based financial education company iGrad to offer the award-winning&nbsp;<a href="https://www.enrich.org/?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com&amp;utm_source=pr_com&amp;utm_medium=press%20release&amp;utm_term=mscu&amp;utm_campaign=public%20relations">Enrich™ financial wellness platform</a> to its more than 25,000 members in western Connecticut. &nbsp;MSCU’s Financial Independence Training (FIT) Program now features Enrich’s personalized and mobile-friendly platform, which provides:<ul><li>The Your Money PersonalityTM financial behavior assessment that analyzes each user’s financial “personality”;</li><li>Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning, and more;</li><li>Retirement and home affordability analyzers;</li><li>A suite of student loan and higher education tools;</li><li>Personal finance calculators and a real-time budget tool.</li></ul>MSCU Vice President of Sales &amp; Service Michael J. Augusti said that the FIT Program (including the Enrich platform) is part of the credit union’s strategic mission to be a builder of financial wellbeing within its communities.“Our ‘People Helping People’ motto is at the core of the FIT program,” Augusti said. “The program is perfect for all ages and income stages, promoting improving money skills, creating savings and budgeting goals, understanding money habits and much more.” &nbsp;Based in Shelton, Conn., MSCU serves people who live, work, worship or attend school in Fairfield, Litchfield and New Haven counties in Connecticut.Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life.&nbsp; &nbsp;A 2021 Capital One CreditWise survey1 revealed that 73 percent of Americans rank their finances as the most significant source of stress.&nbsp; Nearly 50 percent of 3,000 surveyed adults said money worries had a “severe or major impact” on their mental health over the past year, according to the 2022 PwC Employee Financial Wellness Survey.2 &nbsp;To combat financial stress, Enrich users are prompted to update their stress score regularly to gauge the correlation between improved financial wellness and stress levels.Enrich data from January 2020 to December 2021 found significant increases in financial wellness among its users:<ul><li>35 percent increase in users who reported that they are on track with saving for their goals</li><li>14 percent increase in users who are contributing to their retirement savings plan</li><li>59 percent increase in users who had built up an emergency savings of at least three months of living expenses</li><li>28 percent increase in users who pay off credit card debt in full monthly &nbsp;</li></ul>The Enrich data showed that users who reported lower financial stress said that decrease was substantial–nearly 32 percent. Nearly 36 percent attributed that reduction in financial stress to using the Enrich platform.“Improved financial wellness can have a major positive impact on overall quality of life,” said Donna Miller, iGrad vice president of business development. “Many adults of all income levels are worried about their financial future. We are thrilled to be a key part of MSCU’s commitment to improving the financial wellness of its members.” &nbsp;<h2>About iGrad</h2>iGrad is a San Diego-based financial technology company that provides artificial intelligence-powered financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. iGrad’s <a href="https://www.enrich.org/blog/enrich-creates-first-financial-wellness-personality-assessment?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com">Your Money Personality</a>™ was recently recognized by the Institute for Financial Literacy with the 2020 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Program of the Year award.iGrad is one of three 2020 honorees in the inaugural Barron's Celebrates: Financial Empowerment, after being selected by a team of judges for its contributions to improving the financial health and security of Americans. iGrad recently received the 2022 Eddy Award for Financial Wellness by Pensions &amp; Investments for its Enrich platform.For more information about the iGrad platform, visit https://www.igradfinancialwellness.com. For more information about the Enrich platform for employers and financial institutions, visit <a href="https://www.enrich.org/">https://www.enrich.org</a>.&nbsp;&nbsp;1 - https://www.cnbc.com/select/73-percent-of-americans-rank-finances-as-the-number-one-stress-in-life/2 - https://www.pwc.com/us/en/services/consulting/business-transformation/library/employee-financial-wellness-survey.htm

mutual security credit union and enrich financial wellness

Mutual Security Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to its over 25,000 Members

SAN DIEGO—Canada’s Coastal Community Credit Union (CCCU) has teamed up with San Diego-based financial education company iGrad to offer myFinHealth to its over 120,000 members and clients on Vancouver Island and the Gulf Islands. &nbsp;Powered by the award-winning <a href="https://www.enrich.org/?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com&amp;utm_source=pr_com&amp;utm_medium=press%20release&amp;utm_term=cccu&amp;utm_campaign=public%20relations">Enrich™ financial wellness platform</a>, myFinHealth features the Your Money Personality™ financial behavior assessment that analyzes each user’s financial “personality.” The interactive, mobile-friendly platform also provides: &nbsp;<ul><li>Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning and more</li><li>Geographically localized articles</li><li>Interactive tools and analyzers</li></ul>&nbsp;Introducing the platform is timely in today’s landscape. Canada’s Financial Wellness Lab1 found that 60 percent of employed North Americans are more stressed about their finances today than they were a year ago and are experiencing the highest level of financial stress since the financial crisis of 2008. &nbsp;CCCU President and CEO Adrian Legin said myFinHealth is a great resource to help improve the financial health of the credit union’s members and clients. &nbsp;“At Coastal Community, we know that providing user-friendly, high-quality financial education helps build financial resiliency,” said Legin. “Our aim in partnering with Enrich is to reduce financial stress by helping our members and clients develop appropriate and personalized action steps within the four financial health pillars: spending, saving, borrowing and planning. This program is a great resource for all of our members and clients, no matter where they are in their financial journey.” &nbsp;Enrich is one of the only financial wellness programs to offer a global product that allows multinational employers to implement one consistent, highly personalized financial wellness solution for employees in different countries. Used by more than 20,000 employers and more than 300 financial institutions, Enrich is powered by artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life.&nbsp;Enrich data from January 2020 to December 2021 found significant increases in financial wellness among its users:<ul><li>35 percent increase in users who reported that they are on track with saving for their goals</li><li>14 percent increase in users who are contributing to their retirement savings plan</li><li>59 percent increase in users who had built up an emergency savings of at least three months of living expenses</li><li>28 percent increase in users who pay off credit card debt in full monthly &nbsp;</li></ul>The Enrich data showed that users who reported lower financial stress said that decrease was substantial–nearly 32 percent. Nearly 36 percent attributed that reduction in financial stress to using the Enrich platform.“Improved financial wellness can have a major positive impact on overall quality of life,” said Donna Miller, iGrad vice president of business development. “Many adults of all income levels all over the world are worried about their financial future. We are thrilled to be a key part of CCCU’s commitment to improving the financial wellness of its members.” &nbsp;<h2>About iGrad</h2>iGrad is a San Diego-based financial technology company that provides artificial intelligence-powered financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. iGrad’s <a href="https://www.enrich.org/blog/enrich-creates-first-financial-wellness-personality-assessment?utm_campaign=public%20relations&amp;utm_medium=press%20release&amp;utm_source=pr_com">Your Money Personality</a>™ was recently recognized by the Institute for Financial Literacy with the 2020 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Program of the Year award. iGrad is one of three 2020 honorees in the inaugural Barron's Celebrates: Financial Empowerment, after being selected by a team of judges for its contributions to improving the financial health and security of Americans. iGrad recently received the 2022 Eddy Award for Financial Wellness by Pensions &amp; Investments for its Enrich platform. For more information about the iGrad platform, visit https://www.igradfinancialwellness.com. For more information about the Enrich platform for employers and financial institutions, visit <a href="https://www.enrich.org/">https://www.enrich.org</a>.&nbsp;&nbsp;&nbsp;1 - https://news.westernu.ca/2022/12/financial-stress-among-north-americans-highest-since-2008-western-led-study/

coastal community credit union and enrich financial wellness

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