A comprehensive solution to support employers in delivering best-in-class financial health and well-being benefits for their employees.
Empowering Your Organization
Give your people, your leaders and your business a comprehensive financial wellness solution.
For your employees, finances can be confusing. Strong guidance can unlock incredible opportunities, but bad
advice can have serious financial consequences. The patented BrightPlan Financial Wellness Coach provides
real-time 24/7 personalized guidance that acts in your employees’ best interest.
See what the Coach can do for your employees.
Many of your employees, especially your emerging professionals, are facing financial uncertainty and challenges amid the current economic landscape. And HR teams continue to be asked to do more–with less available resources. This means more questions and needs from your employees and less time advancing strategic initiatives.
With BrightPlan, you give your employees immediate access to the technology and education they need and your team can experience an immediate reduction of inbound employee requests.
Make your business case with Data and Stats.
Education
Total Rewards play an important role in attracting and retaining talent. The problem is that employees aren't always aware of all the company benefits available to them. By understanding their compensation and how to access and use their benefits, employees can build better financial stability for themselves. Employees want to work for companies that care about their well-being and invest in their financial success.
Technology
A personalized hub at scale for all your employees to access their total financial information and track towards their goals. Optimized for mobile devices, the platform delivers a custom roadmap for every employees’ financial success. By using the Financial Wellness Coach, employees can lower their financial stress and bring their best selves to work each day.
In-Country Advisors
All BrightPlan users have access to financial advisors who are full-time employees (either of BrightPlan or an in-country financial advisory firm), subject to their specific in-country regulations and compliance programs. These financial planners are required to act solely in employees’ best interests when offering personalized advice. They do not sell products nor receive commissions.
“Holistic wellness means meeting people where they are and supporting their well-being— physically, mentally and financially. BrightPlan took our financial wellness offering to the next level and helped us empower our associates to bring their best selves to work.”
Lindsay Madaras, Sr. Manager, Associate Well-Being, Bread Financial
If your employer has provided BrightPlan to you as a benefit, you now have access to a world of financial resources at your fingertips. If you’re just getting started, take the first step by enrolling today. Then, get your immediate access to personalized guidance to help you achieve your financial goals!
Our partners play a critical role in bringing our platform to enterprise clients around the world. BrightPlan’s top partners trust us to deliver robust financial wellness benefits to their clients. Our current partners include Fortune 500 companies, healthcare providers, and national benefits brokers.
Get in touch, we would love to chat.
