ensure your support is personalised and DATA DRIVEN

Do you know what your teams want or need?

Our data gathering, insights and analytics ensures engagement, impact and ROI.

We’re working with FinWELL to measure financial wellbeing across our workforce

Claire McGarry
Consultant at Leeds Teaching Hospitals NHS Trust

FinWELL feedback

Overview

Get the data you need

So you want to support your people’s financial wellbeing but don’t know where to start? You’re in the right place.

Our kick-off launch workshop uses interactive, intuitive and engaging ways to gather the data and insights you need to provide an inclusive, personalised and effective approach.

Our video based FinWELL Money Score and Action Planning Tool can also be offered to office and non-desk based employees empowering them to start their financial wellbeing journey.


Details

From £950 + vat | Online or in-person | 60 minutes | Live Q&A | Includes Recording | Unlimited Attendees | Includes Resources

Data Gathering, Insights & Analytics Services can be included in our FinWELL Core Benefits Package.

Training features

WHY IS OUR DATA GATHERING AND INSIGHTS SO POPULAR?

The best starting point for employees

Understand, measure and improve financial wellbeing in four simple steps

Inclusive and Personalised

Employees needs will be diverse, possibly sensitive and unique to them

Targeted Support

Learn the most popular topics and themes and type of support that’s needed

Maximises Impact

Our goal based, human approach saves time and money and track progress

 FAQs

  • No but we would highly recommend it and it’s how most employers start.

    It introduces financial wellbeing and the links to mental health while also giving all attendees the chance to understand, measure and improve their own situation with a personalised action plan.

    This also then gathers the data and insights you need to start to build an inclusive, personalised and effective programme of support.

  • We use a combination of things that have proved to work best including chat, polls and qr code functionality.

    It also makes for a much more engaging and interactive learning experience rather than sterile and boring presentations!

  • Absolutely not.

    We’re all about people feeling comfortable to have conversations around money and never ask anything personal, specific or sensitive.

    We explore and discuss general challenges and potential solutions and do not collect or store any sensitive data.

  • We ensure you and your teams have access to workshop recordings.

    We’ve also developed a way for all employees (office and non desk based) to understand, measure and improve their own financial wellbeing in four simple steps too.

    It’s a video based exercise where employees can establish their own FinWELL MoneyScore and Areas of Focus creating their own Action Plan.

    They will receive a personalised summary via email depending on their scores with relevant next steps and links to relevant resources.

    This can even be tailored to include your existing employee benefits to drive engagement.

    This is an invaluable tool for your people and also helps you build a clearer picture over time to offer an inclusive and personalised programme of support.

#Financial wellbeing month

Get involved with this free campaign created to link financial wellbeing, mental health and suicide prevention for all workplaces. Sign your organisation up to Financial Wellbeing Month for free today.

In collaboration with leading organisations