Personalized Solutions to Engage, Benchmark, Educate & Drive Action
Financial Services Industry
In today’s crowded financial marketplace, digital engagement is critical to differentiating your organization. Our Financial Fitness Platform empowers organizations to attract, build and cultivate deeper client relationships. Our financial education solutions are ideal for the following:
- Retirement Plan Providers
- Insurance Providers
- RIA's/Financial Advisors/Brokerage or Online Brokerage Firms
- FinTech Firms
- Banks & Credit Unions
Employers & Employee Benefit Providers
We serve employers of all sizes, across all industries. Utilizing our online financial wellness solution gives you have the unique ability to engage, benchmark, customize, educate and drive action from your entire workforce. With our Financial Fitness Platform, organizations realize:
- Employees were more focused on the job
- A savings of up to $2,000 per employee per year
- Up to 70% improvement in employee behaviors at work
Financial education can significantly benefit both government agencies, the systems they serve, and especially public sector employees. Financial challenges can affect a worker’s health, workplace effectiveness, long-term financial stability, and your bottom line.
We work with government agencies of all sizes, from Federal to State to Local, to implement financial wellness programs that effectively impact employees from various economic backgrounds.
Take the Next Step to Financial Wellness
Want to learn more about a particular financial wellness solution or industry? Our friendly team is here to help. Get started with a quick demo today!
Why Choose Financial Fitness Group?
Academic Research-Based And Tested For 20 Years
The Financial Fitness Group has provided financial education to over 2 million individuals at more than 1,000 major U.S. organizations and financial institutions. Established in 1998, the company developed the industry standard for a financial wellness score - a massive library of FINRA-compliant financial education content and a modular learning platform to create confident learners.