Bread Financial runs a nationally distributed workforce of 6,500 where a large share of associates work in call centers, an environment where stress and burnout carry direct cost. Their answer was LivingWell, a wellbeing program built on design choices worth studying; the brand sits apart from Human Resources on purpose to earn associate trust. Hourly associates participate on company paid time, enrollment happens automatically, and the experience stays deliberately simple to understand.
First year enrollment came in above target, and associate financial confidence rose alongside it. The case study walks through how the benefits team reached a frontline population, which decisions drove trust, and how financial wellness became part of a wider culture of care.
Disclosure: This case study includes a statement about BrightPlan made by a current client. BrightPlan did not provide any compensation in exchange for this statement.