SmartDollar Financial Wellness Program

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SmartDollar was designed to be an online financial coach that walks with your employees step-by-step from the moment we meet them all the way through their retirement goals. Our proven plan, the seven Baby Steps, teach people about financial wellness the same way they learn to walk: one step at a time. And because everyone’s financial journey is different, SmartDollar will help your employees through a personalized experience.

SmartDollar offers clear direction and motivation to help employees take action to change their behaviors and improve their financial futures. Our self-paced program allows your employees to consume content on their own schedule, 24/7 on any device with absolutely no solicitations. Personalized content is delivered based on where they are in the program and their overall goals.

We know implementing new programs is not the top priority in your business. That’s why our program is designed to be a quick and easy rollout. We provide you with a customized marketing communication plan and all the promotional assets you need to experience success with SmartDollar. We work hard so that you don’t have to.

Our self-service admin-portal, SmartCenter, allows you to pull on-demand reporting and see firsthand the progress your employees are experiencing. In addition, you will have a dedicated team throughout the relationship who will be with you every step of the way to ensure you and your employees get the most out of SmartDollar.

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