When it comes to financial wellbeing, what are employees' and employers' most pressing needs? How can holistic financial wellbeing solutions meet each individual where they are, from hourly workers to executives and everyone in between?
Unlock an insider look at 1,000+ full-time employees and their money. Financial goals, fears, plans, and the most impactful features of holistic financial wellbeing programs are represented.
The Employee financial wellbeing report includes:
- Thousands of aggregated and anonymized employee financial wellbeing data points
- Employee demographics that span all incomes, life stages, and levels of financial confidence
- Analysis that covers six key categories: Stress, Confidence, Behavioral Finance, Goals, Education, and Expert Guidance.
- Actionable insights for brokers and consultants to turn data into strategy
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