ENRICH™ Financial Wellness

ENRICH™ Financial Wellness

4.4 (8 reviews) /
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ENRICH™ Financial Wellness Media

ENRICH™ Financial Wellness Info & Features

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.

The Enrich Financial Wellness program provides Certified Personal Financial Counselors (CPFC’s) with a state-of-the-art online platform to provide a best in class financial wellness experience second to none. We provide our users with an online experience filled with on-demand courses with personalized action plans, behavioral assessments, webinars, tutorials, contents, retirement tools, interactive exercises, student loan repayment assistance, articles, videos and a myriad of other content tailored specifically to the individual user and the needs of the client.

The Enrich platform provides a thorough and holistic approach to financial wellness with the aim to not just educate, but to produce behavioral change as well. We are committed to our users' financial success and have created the perfect learning environment to help them develop and accomplish their financial goals. Each user will have their own ongoing and unique experience that is specifically tailored to their financial situation at any given time. We also allow our clients to highlight their own value propositions to their employees. In short, the Enrich solution offers the opportunity for employers to ensure that their employees have a solid grasp of being financially well while the organization is getting the appropriate ROI for their objective(s).

Not Provided
Lives Serviced
Minimum Group Size
50 eligible
3rd Party Integrations
GDPR Compliant
Global capabilities
NCQA Accredited / Certified
Responsive design
SSAE 18 / SOC Audit(s) Performed
Third-party integrations
URAC Accredited
Top Offerings
Benefits Navigation Platform
Average Cost
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Key Clients
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Clients Your Size
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ENRICH™ Financial Wellness Info & Reviews

4.4 Overall Score from 8 reviews












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ENRICH™ Financial Wellness Info & Marketing Materials

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