Designing a Financial Wellness Offering

Financial stress is a massive burden to employees and their employers and existing solutions don’t fix the entire problem.

You can’t just app-ify people’s way to financial well being. At its core, financial wellness is a deeply complex, personalized and ever evolving process that happens over time with consistent attention and iteration. To be successful for people, financial wellness players must address the root of the problem; and not be satisfied or distracted by quick, superficial wins.

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