Global financial wellbeing program checklist
Your financial wellbeing program needs to work for everyone – wherever they are. And delivering that consistently across different countries, cultures, and financial systems takes more than great education alone. It takes a partner built for global impact.
How we partner with you to build a tailored, insight-driven program
Every organization is different, so we start by understanding what you want your financial wellbeing program to achieve. These goals often include supporting company objectives, improving financial health across your workforce, increasing benefit awareness and uptake, and gaining clearer insight into employees’ needs and priorities.
Using these goals, we design a best-practice program using insights from millions of nudge users around the world - tailored to culture, objectives, and the time and resources you have available. Below is an example of a global program model.
Your global financial wellbeing partner
Being global is about supporting everyone – everywhere. Your workforce spans countries, cultures and financial realities. And for a financial wellbeing program to work at scale, it must meet your people where they are – in their language, culture and local system – without losing consistency or quality.
Many providers say they operate globally.
Few can prove it.
We can.
Global financial wellbeing program checklist
What does it mean to be truly global? Here’s a checklist to help you cut through the noise and confidently choose a partner who can genuinely deliver worldwide – and, for reference, we’ve included nudge’s experience and track record.
1. Do they have an established global presence?
Look for a provider that can demonstrate they support employees with a single, integrated financial wellbeing experience that reflects local realities – including tax, benefits, culture, and more.
nudge's experience: Our impartial financial education platform delivers a unified, consistent experience in 160+ countries – personalized to each individual and trusted by millions. We have proven results and case studies that showcase our global coverage.
Read our client success stories
2. Do they offer localization beyond language?
Is their experience crafted by native financial experts who understand nuance, not just translation. Reflecting local culture, financial attitudes, regulations, and the way people naturally talk about money.
nudge's experience: Our in-country finance experts create accurate, culturally aligned financial education for each country.
3. Do all your employees get a consistent experience?
Every employee - regardless of country, income, or life stage - should have full and equal access to all features, including impartial, personalized education and tools tailored to their local system. No gaps, no diluted experiences.
nudge's experience: We deliver one global standard of support, ensuring every user receives the same trusted, consistent experience of your financial wellbeing program - wherever they are.
4. Can they show you always-on data and insights?
Do they continuously track local laws, benefit changes, and financial trends - while giving you real-time insight into what your people need, care about, and focus on across all your countries?
nudge’s experience: nudgenomics gives you a comprehensive view of workforce interests, behaviors, and emerging trends - helping you make faster, more informed global program decisions.
5. Do employees get a personalized, data-driven experience?
Engagement signals, life-stage data, goals, and location should inform a connected, personalized education journey – ensuring every individual receives an experience that’s relevant to them.
nudge’s experience: nudge adapts to each user, using behavioral insights and real-time signals to personalize financial and benefits education at scale.
6. Do your people have multiple ways to learn and be supported?
People want to learn in different ways – some through live sessions, some through tools, others through self-serve learning. A strong global partner should offer a wide range of options so everyone can engage in the way that suits them and improve their financial wellbeing.
nudge’s experience: We provide community campaigns, financial masterclasses, always-on tools, and benefits-aligned education – creating a complete and continuous learning environment.
7. Do they have an expert team in global program delivery?
A dedicated global team that ensures best-practice guidance, benchmarking, and continuous program improvement.
nudge’s experience: More than 300 global organizations rely on our expertise to launch, grow, and optimize their programs.
8. Do they embed local benefits education?
Your Total Rewards data needs to be integrated directly into education pathways, helping your people truly understand and use the benefits you provide.
nudge’s experience: We surface your benefits at exactly the right moment within our financial education – making it easier for your people to understand and act on their benefits.
9. Can they prove a responsible use of AI?
Human-in-the-loop, expert-validated education and channels. No bias, no cross-selling, no conflicts of interest.
nudge’s experience: Our AI is purpose-built for financial education, governed by expert oversight, and designed to protect your people’s financial wellbeing.
10. What are their security and privacy standards?
Consistent, compliant, and resilient data protection – building trust, reducing risk, and keeping your program secure at global scale.
nudge’s experience: ISO 27001 certified for over 10 years, externally audited annually, fully GDPR compliant, and aligned with global regulations – all supported by strong technical and organizational controls.
Get in touch to discuss your global program