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ENRICH™ Financial Wellness

ENRICH™ Financial Wellness

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4.5 (9)

ENRICH™ Financial Wellness Products (4)

   

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Cash Flow & Budgeting

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Financial Coaching

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Financial Education

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Financial Wellness

Product Description

Our Certified Personal Finance Counselors have received extensive training on making sure the individuals they are speaking with obtains the support they need and are supplied with the proper tools to follow through with their goals. While any coach can give someone the answers they seek, we take it to... Show More

About this product

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Our Certified Personal Finance Counselors have received extensive training on making sure the individuals they are speaking with obtains the support they need and are supplied with the proper tools to follow through with their goals. While any coach can give someone the answers they seek, we take it to the next step and give our users the actual tools and resources they need in order to accomplish their short and long-term goals. This is a perfect example why our online platform is a complimentary service to our financial wellness coaching center. For example, should a user call in seeking assistance with creating a budget, our counselors will walk the user through our online budgeting tool making sure they know how to properly utilize and continuously update the tool in order to manage and maintain a budget. Our Counselors will continue to communicate with that individual and check in on them periodically to see how things are moving along and if they need any further assistance. All our online tools and resources are heavily incorporated into our coaching services and have been a huge contributor to the success of our financial coaching services.

Min. Group Size

500 eligible

Lives Serviced

15,777,888

Average Cost

Average Cost is Locked

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ENRICH™ Financial Wellness Media

ENRICH™ Financial Wellness video/presentation/materials ENRICH™ Financial Wellness video/presentation/materials ENRICH™ Financial Wellness video/presentation/materials ENRICH™ Financial Wellness video/presentation/materials ENRICH™ Financial Wellness video/presentation/materials ENRICH™ Financial Wellness video/presentation/materials
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ENRICH™ Financial Wellness Info

Founded:

2008

Funding Summary:

1.8M Angel Round

Location:

Cardiff-by-the-Sea, CA

Links:

Employees:

50
The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery system, and a personal approach to help users achieve a positive behavior change. We’re proud to offer the most adaptive... Show More

About this vendor

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The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery system, and a personal approach to help users achieve a positive behavior change. We’re proud to offer the most adaptive financial wellness platform available - customizable to achieve the unique goals of your organization.

Our cloud based, responsive platform has an extensive list of customizable features, content and branding through tools such as interactive courses, budgeting tools, retirement modeling, and more.

Our dashboard with personalized action plans guides the user from start to finish on the journey to reaching their financial goals. Each user starts with a financial wellness assessment, powered by our proprietary algorithm and personalized experience with adaptive calls-to-action.

We offer an array of powerful metrics, including rate of content consumption, course progress and scores, knowledge gain, and helping you identify opportunities to increase your organization's ROI.

Our platform has been tested by many of the nation's most prestigious institutions to prove that we are offering a platform that is ultimately improving the financial health of our users. We are pleased to partner with financial institutions, employers, and other organizations to offer financial wellness that really works.

ENRICH™ Financial Wellness Clients

ENRICH™ Financial Wellness Reviews

4.5 (9)

Star Featured Review

Kevin Barry

October 14, 2021
The Enrich platform and course content are best in class. We recently offered Enrich to our employee base and are getting very positive outcomes on their financial wellness programs.
Star Featured Review

Erin Moore

October 15, 2019
Enrich is a responsive partner with a solid digital platform offering. Enrich is always open to feedback, which is appreciated.

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