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Best Money Moves LLC

Best Money Moves is a mobile-first financial wellness program that combines technology, information, tools and live money coaching to help employees measure their level of financial stress in 15 categories, and then sends relevant information and tools to help them reduce that stress. An ongoing engagement strategy keeps usage well above EAP rates.

Employees use the program’s point-based rewards system, which assigns point values to every action possible: setting up income and expenses inside the budget tool, reading articles, measuring stress, etc. All of these items, plus the leaderboard, are seen on the Employee Dashboard.

Employers also get a dashboard. The “Reports” button provides a real-time, statistical look at usage: unique visitors; minutes online per visit; an overview of those who have measured stress; what categories of stress they’re measuring; money coach sessions; and, a snapshot of the overall financial health of employees. No individual data can be accessed. In addition, HR can run its own contests, and have their own messaging portal to facilitate additional communication.

Best Money Moves sells nothing and is not a “robo-investment” platform because we believe that employees need unbiased information they can trust and they’re looking to employers to provide financial wellness education.

Value Proposition

Best Money Moves sells nothing and is not a “robo-investment” platform because we believe that employees need unbiased information they can trust and they’re looking to employers to provide financial wellness education.

Helmed by award-winning financial journalist and bestselling author Ilyce Glink, BMM combines content written by award-winning financial writers, “money coaches” who are not-for-profit debt, budget, credit, housing and bankruptcy counselors (accredited by the NFCC, HUD, and the Ninth Circuit), cutting edge technology, easy-to-use and understand tools, and modern social programs (contests, email newsletters, blogs, video, etc.) to engage, entertain and inform employees and employers.

The Employee dashboard showcases the Budget Tool, Stressometer, Comms portals, Leaderboard, debt repayment tool, etc. The “Reports” button provides Employers with a real-time, statistical look at usage: UVMs; minutes online/visit; financial stress overview; categories of stress measured; money coach sessions; and, a snapshot of the overall financial health of employees. No individual data can be accessed. In addition, HR can run its own contests, and have their own messaging portal to facilitate additional communication.

The proof is in the engagement: Best Money Moves is currently seeing an average 33% engagement rate, but as much as nearly 50% for our most recently added customers.