Webcast: How to Launch a Financial Wellness Program
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Author Sum180 Editors Financial wellness
Author Sum180 Editors Unlocking Your Financial Path: How it Works
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Author Sum180 Lead Coach 
Design a successful financial wellness program
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Design your financial wellness program to do more than “educate” employees about finance. Design it to effect behavioral change.
Financial wellness is in its infancy: How to get it into your workplace?
Posted on Categories Financial wellnessLeave a comment on Financial wellness is in its infancy: How to get it into your workplace?Author Sum180 Lead Coach 
We are in the Wild West phase of financial wellness. No one area of financial wellness is emphasized by a majority of employers. For employers tackling financial wellness in these early stages, here’s my advice for cutting through the confusion.
Why combining online + human financial advice is better
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Financial education alone is not enough. Starting this National Financial Literacy Month, we need to do better.
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Unlocking Financial Well-being with AI
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With the advent of artificial intelligence, which can identify patterns and relationships on a scale impossible for humans, institutions finally have the opportunity to overcome one of the biggest obstacles to engaging clients in their own financial wellness: the challenge of providing each client with the highly personalized, actionable advice they need, in the exact moment they need it.
Financial Solutions Accessible to All
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To give everyone the financial advice and tools they deserve – that will engage and empower them to improve their situation – we need to meet each individual where they are, and offer them the actionable advice they need, in the moment they need it.
Webinar: Make Financial Success Work for Employees
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