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ENRICH FINANCIAL WELLNESS

Enrich Financial Wellness

COMPREHENSIVE FINANCIAL WELLNESS

INNOVATIVE EDUCATIONAL PLATFORM

The Enrich financial wellness program delivers a comprehensive online educational curriculum coupled with personalized financial coaching services facilitated by our Certified Personal Finance Counselors. Our program extends its reach to a diverse spectrum of organizations worldwide, designed with a clear mission to drive behavioral change and enhance user financial well-being.

 

Within the Enrich platform, users access a rich array of features, including an initial financial wellness checkup upon onboarding, the Your Money Personality behavioral analysis, customized action plans, a bespoke credit score and report tool, an extensive library of 32+ modular courses, personalized curriculum options, engaging videos, a stress score evaluator, a dedicated money mindfulness hub, webinars, gamification elements, and much more.

 

The Enrich platform boasts a comprehensive suite of financial tools covering a wide range of topics, including retirement planning, mortgage management, budgeting, credit scores and reports, student loan guidance and repayment strategies, effective debt reduction approaches, and many others. Enrich continues to serve as a global resource for financial education across a diverse array of organizations.

WHO IS ENRICH FOR?

Financial Institutions

Engage customers with branded financial wellness | Educate customers on your products | Generate leads / nurture customer relationships | Cross-promote your products | Measure financial literacy efficacy
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Employers & Organizations

Add financial literacy to your wellness programs | Educate employees on your benefits | Increase employee productivity | Reduce employee financial stress | Measure financial literacy efficacy |
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Financial Advisors

Add financial literacy to your client services Generate leads / nurture client relationships Reduce clients' financial stress Measure financial literacy efficacy
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DON'T TAKE OUR WORD FOR IT!

See what some of our amazing partners have to say about their experience with iGrad.
Enrich dashboard

Customize Your Enrich

BEST-IN-CLASS CO-BRANDING
Enrich uses your logo and colors to promote financial literacy as an extension of your brand.

INSANELY CUSTOMIZABLE
Turn features on/off and push custom modules and videos to your Enrich site.

ON-CALL FINANCIAL COUNSELORS
Certified Personal Finance Counselors® ensure employees get the best advice.

Ready to Enrich the lives of the people you work with?

Enrich materials

FINANCIAL WELLNESS RESOURCES

Here at Enrich we strive to educate people on the latest news in retirement, healthcare, and personal finance. Through careful analysis of the latest trends & strategies in financial wellness we are able to put together provocative resources.