Workplace Finance Research Services

Stay ahead of the curve in a disruptive, expanding industry.

The Workplace Finance Research Services subscription gives you a first-hand look at the authenticated digital user experience across web and mobile journeys from a dynamic and fluid coverage universe of financial wellness, HSA and equity compensation plan providers.


How Workplace Finance Research Services Give You an Edge

Workplace Finance Research Services takes a deep dive into digital capabilities and offers ongoing reporting on platform enhancements and scorecards that track industry leaders and innovative disruptors. Our timely research reveals how emerging technologies lead to unique and evolving developments in the workplace retirement and benefits ecosystem.

The industry’s top workplace and benefit platforms are benchmarked using a dynamic coverage set of established leaders and innovators. We demonstrate how the user experience evolves by tracking notable digital changes on authenticated sites and apps. Get up-to-date commentary on the market, the digital impact of new entrants and industry consolidation as well as an inside look at strategies and resources that drive employee enrollment and foster continuous engagement.

The Value in Our Deliverables for Workplace Finance Research Services


Update Reports

Our monthly update reports track enhancements made to the web and mobile platforms from a dynamic coverage set of financial wellness, HSA and stock plan providers. Get our analysis on notable industry developments, key trends and initiatives that may impact the competitive landscape.​


Digital Strategy Updates

Explore key topics and receive detailed, deep-dive assessments of each coverage firm’s performance, complete with screenshots, best practices and actionable recommendations.


Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the participant site capabilities of each competitor, we have you covered. Find out which firms offer each feature, then watch videos of how these capabilities have changed over time.


Custom Analyst Support

We provide personalized support from our dedicated team of industry analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s digital offerings? We’re here to give you an edge.


RESEARCH PREVIEW: Workplace Finance Monitor

Complete the form to access our sample excerpt of Workplace Finance Monitor. Get a preview of our latest publication which tracks and analyzes leading providers in the workplace retirement and benefits sphere, including financial wellness, HSA and equity compensation plan providers.

    Download the Preview