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
- Financial Coaching
- Financial Wellness Programs
- Financial Coaching Tools
- Financial Education
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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Public vs. Private: How Shortlister Gets Paid
|Shortlister Public Site
|Who can Access Shortlister?||Versions of the Shortlister app are available for employers and benefits consultants to access detailed information on service providers and issue RFPs.||Anyone can access the basic vendor data listed on the Shortlister public site, free of charge.|
|Do employer & consultant users pay to access Shortlister?||Yes – There is a monthly subscription fee||No – Shortlister's public site has tens of thousands of visitors per month that are researching vendors. They do not pay to access this basic vendor data.|
|Do service providers pay to be listed?||No – Service providers can enroll on the Shortlister app for free.||No – Service Providers do not pay to be listed on the Shortlister public site.|
|Can service providers pay to improve their position?||No – The Shortlister app's matching algorithm is completely neutral & unbiased. It matches employer & consultant users with service providers based on how closely the buyers requirements match the service provider's capabilities.||Yes – ONLY on Shortlister's public site. Service providers can bid to show up higher on listing pages. This is how Shortlister is compensated for the substantial effort it takes to curate this pages and vet vendor data.|
|What if a service provider doesn't pay Shortlister?||Nothing – Service providers don't pay a fee to participate on the Shortlister app and are matched based on how well their capabilities align with a buyer's demographics and needs.||Service providers will still be listed on the pages for the services they provide, they will just be listed below those that have bid to list higher on that particular product page.|
|What about the Top Vendor lists at the top of the product listing pages? Is there a fee to be listed?||Not Applicable – The Shortlister app doesn't display Top Vendor lists because the algorithm generates a custom list based on the customer's needs.||Yes - There is a nominal fee of $50 per quarter that's charged if a service provider is approved for a Top Vendor list. Shortlister evaluates vendor capabilities & market performance data to determine who should be listed. Evaluating this data takes considerable time and effort, so the nominal $50 fee covers the cost of the work it takes to curate these lists. If a vendor applies for a Top Vendor list but doesn’t meet the criteria, they are not charged a fee.|
|Who provides reviews of service providers?||Reviews on Shortlister's app are collected from employers and consultants. Service providers are also able to collect reviews from their customers, once they are validated by Shortlister. When a user is logged into the Shortlister app, they can clearly see the source of the review.||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 Shortlister's consultant and employer users.||Service providers can see information that was collected from their own clients.|