When Employees Thrive, Your Business Thrives

Each employee’s financial situation is unique, and their ability to manage it directly affects their performance at work. Every employee matters, and our goal is to partner with you to drive the highest engagement across your diverse workforce.

Connect, Engage, and Deliver Success

BrightPlan combines quarterly guided programs, contests, event support, and more to help HR drive adoption, engage employees, and maximize ROI across your global workforce.

Launch with Momentum We’ll leverage your insights on business initiatives and employees alongside our proven launch methodology and engagement strategies to launch with momentum and continuously challenge ourselves to engage as many employees as possible.

Guided Programs to Drive Results Every Quarter The art of engagement to drive long-term financial wellness requires dynamic programs to encourage progress. Brightplan programs connect technology and people to a purpose-driven community incentivizing action.

Drive Engagement with Event Support We’re dedicated to supporting your team during key events that boost enrollments and engagement. From open enrollment and benefit fairs to employee stock purchase plans (ESPP), we provide in-person or virtual support to maximize your strategies.

This includes:

Cohorts that create a sense of community for support and accountability partners
Persona based step-by-step checklists, bite-sized action items, education and guidance
Recognition to encourage progress with gamification, activities, prizes
ROI measured in program satisfaction, actions, and progress towards goals

Strategic Programs to Advance Key Employee Groups

You know your workforce best. Targeted programs such as retirement readiness, veterans support, DEIB, and executive concierge let you tailor your approach to drive meaningful impact for key employees and your organization.

Boost Your Team with
Expert Support

A Central Hub for Total Financial Wellness

Boost Your Team with
Expert Support

Your team gets a dedicated account manager and executive sponsor, backed by a customer success team that drives engagement, insights, education, programs and communications. Global organizations with large workforces need enterprise-level support and resources to supplement HR teams and drive measurable results.

Data and Insights Like
Never Before

Data and Insights Like
Never Before

Aggregated and anonymized employee data expands your ability to understand the true pulse of your workforce. Deliver proactive insights to leadership that support informed decisions, from compensation and benefit changes to identifying hidden concerns such as spikes in retirement inquiries or regulatory questions in specific countries. Analyze and report impact using data segmented by country, generation, age, gender, and more, aligning closely with your targeted goals.

Show the ROI of your financial wellness investment with access to your custom dashboard to access high-level KPIs like enrollments and engagement, plus insights on goal progress, content consumption, advisor interactions, and employee satisfaction.

Unlock the Full Potential of
Your Benefits

Unlock the Full Potential of
Your Benefits

Use BrightPlan to make all your employee benefits more visible, easier to access and tailored to employees’ specific questions without any extra effort from your team. This provides employees with 24/7 real-time support while also serving as frontline assistance for your HR team, freeing them to focus on more complex employee benefit needs.

Finances Shape the Entire
Employee Lifecycle

The employee lifecycle and each employee’s finances intersect at milestone moments that allow you to stand out as an employer while improving financial well-being. Each touchpoint is an opportunity to leverage BrightPlan and drive stronger outcomes.

All Your Financial Wellness Resources in One Place

The Engagement Center is your hub for shareable resources that bring financial wellness to life. Flyers, videos, and more are curated to educate and inspire employees worldwide, with the flexibility to organize content by country, segment, generation, employee resource group (ERG) or more.

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