Financial wellness continues to hold a prominent and increasing role in not only the retirement plan industry but the larger landscape of workplace benefits. There is mounting evidence that employees’ personal finances impact not only individual workers and their families but their employers as well. Employers and benefit providers are increasingly expected to help employees plan for retirement and, beyond that, improve their overall financial well-being. The financial wellness industry is evolving at a rapid pace to help meet the growing expectations of employees and needs of employers, benefit providers and traditional financial institutions. Many of the leading program providers now offer superior digital educational content, tools and resources to those of traditional financial institutions, and a lot can be learned from examining their capabilities.

Corporate Insight is excited to soon release our special report—Leaders and Innovators of the Financial Wellness Ecosystem—which is the second in our series of financial wellness syndicated studies, following up last year’s A Roadmap of the Financial Wellness Ecosystem. The study provides comprehensive analysis of the following six third-party financial wellness program providers that our research identified as either leaders or innovators in the financial wellness industry: Best Money Moves, BrightDime, Edukate, Enrich Financial Wellness, Financial Fitness Group, and Limeade.

The study includes:

  • Executive Summary: A high-level overview of the study’s findings
  • Summary Findings & Best Practices: Critical recommendations for and highlights of how the firms differentiate themselves in the industry in the areas of user experience, content, personalization and engagement
  • Capabilities Matrix: A comprehensive, quantitative look at the digital features, functionality and content provided by the profiled firms
  • Detailed Firm Profiles: In-depth reviews and analysis supplemented by plentiful screenshots of the programs and digital capabilities of each firm covered in the report

Download a preview of the report

For more information or to purchase your copy of the full report, contact your CI Account Executive or Aaron Granuel at