Bread Financial ROI Case Study by Nucleus Research

Bread Financial achieved a 75 percent ROI upon implementing BrightPlan and recovered its initial investment in the platform 2.1 years after deployment. After recognizing high levels of associate stress and subsequent high turnover rates and absenteeism, the organization realized that its current financial wellness initiatives were insufficient and sought a new solution to tackle these issues. Nucleus found that the deployment of BrightPlan, paired with other factors, translated to a reduction in turnover by approximately 22 percent and an annual savings of more than half a million dollars.

Disclosure: This case study includes statements about BrightPlan made by a current customer. BrightPlan did not provide any compensation in exchange for these statements.