Employee Financial Wellness

Support your team beyond the workplace.

Financial stress doesn't stay at home when employees come to work. Our Employee Financial Wellness Program provides practical education and guidance that helps your team feel more confident, focused, and prepared for the future, benefiting both employees and your organization.

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62%

Financial stress impacts workplace productivity¹

Employees say money worries affect their focus and performance on the job.

3 hours

Lost productivity each week²

Financially stressed employees lose and average of 3 productive work hours each week

72%

Employees would use financial wellness programs¹

Workers are eager to take advantage of employer-sponsored financial education and tools.

91%

Financial benefits influence employee retention³

Employees are more likely to stay with employers who offer financial benefits and education that support their goals.

Budgeting Basics

Learn simple ways to refresh your budget, mange expenses, and build healthy financial habits.

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Mobile Banking

Discover how Mobile Banking tools help you stay on budget with spending analysis, account notifications, and easy account management on the go.

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It's a Money Thing

Learn about different financial wellness tips and topics through It's a Money Thing blog posts and videos.

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Security & Fraud

Learn about common fraud and scam tactics so you can protect your identity, secure your accounts, and keep your money safe.

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Online Banking

Elevate Checking

Earn high-yield interest on your balance with no fees and no minimum balance.

Employee Financial Wellness

Support your team beyond the workplace.

Financial stress doesn't stay at home when employees come to work. Our Employee Financial Wellness Program provides practical education and guidance that helps your team feel more confident, focused, and prepared for the future, benefiting both employees and your organization.

Investing in Financial Wellness Benefits Everyone

When employees feel confident about their finances, they can focus more at work and at home. Our financial wellness workshops provide practical tools to help them succeed!

62%

Financial stress impacts workplace productivity1

3 hours

Lost productivity each week2

72%

Employees would use financial wellness programs1

91%

Financial benefits influence employee retention3

Flexible Financial Education for Your Team

Our Employee Financial Wellness Program includes:

Onsite Lunch-and-Learn sessions up to 12 people. We'll come to you!

Virtual Lunch-and-Learn sessions with unlimited seats available.

Educational handouts and guides.

Request a Speaker Contact Form

Empower your employees with financial confidence.

Our wellness workshops provide practical tools and guidance to help employees build healthy money habits, manage financial challenges, and work toward their goals. Fill out the form to request a speaker for your workplace.

Financial Wellness Program FAQs

Other Financial Wellness Resources