About ENRICH™ Financial Wellness
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.
Our company’s cores vision is to lead the nation in reducing debt, improving financial capability, and empowering general “life readiness” with a central, holistic, and educational platform for people at every stage of their lives. From our strong roots in academia, to our most recent recognition as a recipient of the 2016 Educational Platform of the Year Award for Excellence in Financial Literacy Education (EIFLE), our financial wellness offerings are widely considered the gold standard in the industry.
Adopting the Enrich Financial Wellness program benefits companies, both employers and employees alike, by increasing productivity, decreasing absenteeism, and saving money as a result of reduced sick leave and compensation costs. Alternatively, within the realm of financial institutions such as credit unions and advisors, our educational suite strengthens the relationship with clientele by empowering the users with comprehensive financial education relevant to each stage of their lives.
Our singular mission is to better the world by empowering people to make effective financial decisions throughout their lives. We believe that with the proper education, people can establish a strong financial foundation as a means of minimizing financial stress, and to live a life of prosperity and productivity.
ENRICH™ Financial Wellness Offerings
- PLATFORMS & HUBS
- Benefits Navigation Platform
- H&P POINT SOLUTIONS
- Financial Wellness Programs
- Financial Coaching Tools
- Financial Education
- Financial Coaching
ENRICH™ Financial Wellness Reviews
ENRICH™ Financial Wellness Materials
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Enrich Info Sheet (1).pdf
Enrich Trifold Final (Small) (1).pdf
Effects of Financial Literacy on Proftability (For Print).pdf
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ENRICH™ Financial Wellness Clients
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will be in touch to provide pricing info shortly. They may need more specific information about the program you’re looking for, so that they can provide pricing on the most appropriate features and components.
Public vs. Private: How Shortlister Gets Paid
|Shortlister Public Site
|Who can Access Shortlister?||Versions of the Shortlister app are available for employers (to share reviews, get more in-depth provider information and go out to market) and consultants (to manage their teams and client bids, have information on all providers and manage their bid processes).||Anyone can access the data on the Shortlister public site, free of charge.|
|Do users pay to access?||Yes – There is a monthly subscription fee||No – Our public site is visited by tens of thousands of users per month looking for vendors and they do not pay for this information|
|Do service providers pay to be listed?||No – Being listed and receiving business opportunities is free for service providers||No – Service Providers do not pay to be listed on the Shortlister public site|
|Can service providers buy higher position on the list?||No – The Shortlister selection algorithm ONLY matches buyers to sellers based on the “fit” of the vendors, including what products they offer, size, demographics and cultural fit.||Yes – ONLY on our public site, service providers can bid to show up higher in the order they are listed. This is how Shortlister is compensated for the thousands of leads we send to providers that do not come through our app.|
|What if a service provider doesn’t pay Shortlister?||Nothing – Providers are matched in our algorithm based on how they fit with a particular buyer’s needs. Providers are shown first, receive bids and win business every day even if they’ve chosen to not take part in our paid marketing programs.||They will still be listed on the pages for the services they provide. They will just be listed below those that have chosen to pay to rank higher. They ARE also still eligible to be included on our top 20 (or less if there aren’t 20 great options) lists.|
|What about the top 20 (or less if there aren’t 20 great options) lists on your vendor listing pages? Are those pay to play?||Not Applicable – The “Top” lists on our public site have no impact on||Service Providers pay a small fee quarterly if they are chosen for these lists. Shortlister uses many qualitative and quantitative evaluation criteria to curate these lists quarterly. We use this small fee to cover the cost of the work it takes to curate these lists.|
|Who provides reviews of service providers?||Reviews on our App are collected from employers and consultants. Service providers are also able to collect reviews from their customers, once they are validated by Shortlister. Logged in users can see the source of the review they are reading.||Public site reviews are an aggregation of employer, consultant and provider-collected reviews. There is no way for public site visitors to differentiate the source of the review.|
|Do service providers see information and reviews put in the site by your users?||Service providers cannot see the information put in by our subscribers.||Service providers can see information that was provided about them from our non-subscribers.|