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Create Personalized Financial Wellness Experiences

Key Takeaways
- Amid everyday distractions, many individuals do not prioritize planning for their financial future.
- Employers can apply lessons learned from the success of personalized health and fitness platforms.
- Financial wellness programs that deliver personalized, creative experiences can motivate employees.
Americans have become accustomed to having products and services tailored to their needs – from fitness apps to remind them of their goals and prompt them to follow through on them, to streaming services that anticipate their viewing preferences. In a similar way, employers can offer personalized financial wellness programs that engage employees and motivate them to improve their financial health.

1. Personalize content and delivery for employees
2. Engage individuals around milestone life events
3. Use creative approaches to visualize concepts
4. Engage employees via multiple channels
5. Showcase support by senior leadership
Employers can use several methods to engage employees. Employers can leverage data they may already have on hand about their employees to create financial wellness programs that deliver personalized customer experiences. And, by engaging individuals around milestone life events such as buying a home, getting married or divorced, or having a child, financial wellness programs can be timely and relevant. Taking a personalized and creative approach to program development and making the programs available on multiple platforms can help connect with employees in a way that’s relevant for them. Finally, demonstrating strong support for financial wellness programs from senior management may drive higher levels of engagement.

1.Reflect wellness in human capital strategy
2. Analyze employee demographics to understand needs
3. Design programs to optimize outcomes
4. Create personalized experiences that engage and motivate action
5. Align metrics with business outcomes
Read More
To learn more, read Create Personalized Financial Wellness Experiences PDF opens in a new window.
Read the overview piece, 5 Keys to Implementing a Financial Wellness Program Opens in a new window.
Read about each individual key:
Key 1: Wellness Programs Earn Their Place in Human Capital Strategy Opens in a new window
Key 2: Analyze Employee Demographics to Understand Financial Needs Opens in a new window
Key 3: Design Programs to Optimize Financial Wellness Outcomes Opens in a new window
Key 4: Create Personalized Financial Wellness Experiences Opens in a new window
Key 5: Align Financial Wellness Metrics with Business Outcomes Opens in a new window
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Feb 17, 2021