The most comprehensive solution for improving employee financial wellness.
The GuideSpark Financial Wellness Center is a complete end-to-end solution for improving employee financial wellness. The Financial Wellness Center is built on a simple, yet powerful Assess-Learn-Act-Engage framework that works.
GuideSpark's Financial Wellness Center includes a comprehensive website to manage and deliver your Financial Wellness program. Employees can access all the components of their program from a convenient, always-available website. The Financial Wellness Center includes a host of valuable features:
ASSESS Measure and track the Financial Wellness of your employees.
Employees measure where they are to help them figure out what to do.
Employee Financial Wellness Assessment
This online survey quickly (typically less than 10 minutes) measures an employee's financial health across six different financial categories. The assessment also includes the Personal Financial Well-Being Score™ survey which measures financial stress against national averages. The combination of these two surveys creates a comprehensive and actionable financial health score. Based on personalized results, each employee is provided a recommended set of action steps.
Financial Wellness Dashboard with Reporting and Tracking
HR Administrators are provided access to an online dashboard and real-time customizable reports. These reports provide aggregated employee information to help HR organizations measure the effectiveness of their Financial Wellness program. In addition, these reports allow HR organizations to design specific programs to address key financial health issues at their companies.
Financial Wellness Assessment Report
GuideSpark can provide a detailed customized report of the Financial Wellness Assessment results, including the identification of key employee issues and a recommended action plan. This Assessment Report is delivered in presentation format to enable easy reporting of the program to your executive team.
LEARN Financial Wellness education to help employees improve their financial health.
High-Impact Financial Wellness Videos
Education is a key component of the Financial Wellness program and employees gain access to a complete library of financial videos. Our short-form videos (typically 5-10 minutes) combine powerful images, relevant examples, instructive tables, and simple mathematical illustrations in plain language to engage today's busy employee. Videos are a great, low-barrier way to start the learning process. Our library covers a range of topics including credit, debt, insurance, savings, retirement, budgeting, wills, trusts, medical benefits, IRAs, 401(k) plans, flexible spending accounts, and more.
Financial Wellness Blog, Tips, Documents and Newsletters
The Financial Wellness Center includes a host of additional information resources designed to meet the needs of a diverse employee population. These sources provide timely information on a variety of financial topics.
Interactive Tools, Polls and Progress Tracking
Learning can come in a variety of forms, so GuideSpark includes a number of interactive online features. Decision support tools help employees learn through action. Integrated polls help employees learn from colleagues. And progress tracking lets employees monitor and plan their path through the entire learning environment.
Customized Financial Wellness Campaigns and Webinars
GuideSpark financial experts can also design a customized Financial Wellness Campaign based on your company's assessment results. These campaigns include customized education, tools and services - all designed to focus improvement on specific financial health issues. As part of these customized campaigns, GuideSpark can include interactive webinars on specific financial topics.
ACT Employees need to take action to improve their financial wellness.
Personal Financial Wellness Dashboard
Each employee can access their own financial dashboard based on their Assessment results. This dashboard provides an action plan based on their specific situation. This dashboard provides the ideal springboard for employee action.
Personalized Money Coaching
When employees need personalized help with financial issues, they can access a professional money coach. These money coaches have expertise and certifications (e.g., Certified Financial Planner) across a wide range of financial topics, including debt management, budgeting, credit, mortgage, retirement planning and tax. Our money coaches don't sell any financial products or services, focusing only on education and planning.
This optional feature allows employees to submit email questions to financial experts. This allows employees to quickly get answers to their most pressing questions
Online Financial Services
This optional service allows employees to access selected service providers. For example, employees get discounted access to an online will and trust service, allowing them to quickly and easily take action on a very important element of their financial protection plan.
ENGAGE A successful financial wellness program engages employees to improve.
Employee communication and engagement is a critical component of any Financial Wellness program. GuideSpark provides companies with a launch kit and a number of communication tools to engage employees. These tools include a variety of techniques and formats including emails, website text, poster designs, videos, tips, and images, all designed to engage a diverse employee population. GuideSpark also works with the HR department to integrate the Financial Wellness program into other important company activities, like Benefits Communication, Open Enrollment, New Hire Training, and Health Wellness initiatives.
For more product information, please contact us at firstname.lastname@example.org or 1-800-519-0755 and press 1.