Financial Wellness programs are rising in popularity and impact. Based on my experiences in multiple financial wellness programs, I'll share what the Expedition Money program offers and why. I'll help you avoid some of the most common mistakes and find a program that fits your needs and your users.
Banks, credit unions, insurers, HR benefits providers, and financial institutions often offer a splendid array of financial products. This means that financial institutions are often financial wellness providers, but yet they might focus primarily on products and not even offer a more holistic program to help customers manage their big picture. These institutions can offer Expedition Money as true financial wellness that will help their customers accelerate their financial progress as well as open up more opportunities to understand the value of other products they might offer.