Financial Wellbeing Employee Benefit

How we partner with you

By combining strategy, delivery, and insight we help your organization run financial wellbeing as a coordinated initiative, rather than a series of one-off activities.

Our team of experts work alongside you to run your program, bringing ideas, recommendations, and hands-on support to keep it fresh, relevant, and impactful.

This means you're not managing the program alone. And importantly, resource can flex based on what you need, whether that's supporting specific initiatives, focusing on priority regions, or running targeted campaigns at key moments in the year.

Elements of your program

We start by aligning on your goals and priorities. Examples of this include improving financial health of frontline workers, increasing usage of your equity plan, or integrating financial education into your graduate scheme. Based on this, we shape your program activity utilizing our core services:

The platform

Personalized financial education and tools that help employees understand their options and make better financial decisions.

Behavioral nudges

Targeted prompts and campaigns that encourage employees to act on their finances and benefits at key moments.

In-person learning

Expert-led coaching and masterclasses that help build knowledge, confidence, and trust.

Communications and rollout

Structured communications and campaigns that drive awareness, engagement and participation across the organization.

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An ongoing cycle of insight, action, and refinement

Every three months we review progress together. Using our powerful analytics tool, nudgenomics, we assess engagement, workforce insights, and behavioral trends, helping determine where your program should focus.

Through this ongoing process, we evolve your program to reflect changing employee needs and business priorities so you can prove impact.

See how this approach has delivered successful programs in practice through the client stories below:

63% of people using nudge are more committed to their employer

$2.5m + equivalent of buying power awarded to employees as part of financial education incentive

+9 average boost in employee financial health score

68% engagement with retirement contribution window

£8.4 million in additional retirement contributions

30% increase in retirement contributions by over a third of employees

99% engagement with launch program

88% of employees make use of benefit allowance

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Ready to discuss your program? Get in touch today.

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The nudge platform

At the core of your global financial wellbeing program, nudge’s impartial, personalized financial education platform.

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Benefits education

Our technology seamlessly integrates your benefits to drive better awareness, understanding, and uptake of what you offer.

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Partner checklist

This practical checklist will help you cut through the noise and choose a program partner who can truly deliver worldwide.

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Frequently asked questions

Here are a few of our frequently asked questions. Looking for more? Check out the full list below. Or get in touch and we can talk.

What do you mean by “program partner” vs. a platform vendor?

A platform vendor gives you software and expects you to drive outcomes. A program partner (like nudge) helps you run financial wellbeing as an ongoing, measurable program, so it stays relevant across countries, changes with business priorities, and doesn’t rely on your team to do all the heavy lifting.

What that means in practice:

You set the priorities (your workforce goals and benefit focus areas), and we translate them into a structured plan of activity.
You’re supported by a dedicated team (led by a Client Success Manager) to coordinate delivery, communications, and cadence so momentum doesn’t drop after launch.
You get insight to steer decisions—not just participation data—so you can confidently show progress and refine where the program focuses next.

Importantly, you're not managing the program alone. With nudge, resource can flex based on what you need and when you need it, whether that's supporting specific initiatives, focusing on priority regions, or running targeted campaigns at key moments in the year.

What does the program actually include?

It’s a coordinated set of program “levers” you can pull throughout the year, so you can support different employee groups, different markets, and different benefit moments without starting from scratch each time.

Core components:

The platform: Impartial, personalized financial education and tools employees can use anytime.
Behavioral nudges: Timely prompts and campaigns that turn education into action, especially around key benefits moments.
In-person learning: Expert-led coaching and masterclasses to build trust and confidence, not just awareness.
Internal communications and rollout support: Structured comms that help you drive awareness and sustained engagement across regions.

What you’re really buying as a global benefits leader:

Less admin and less reinvention (a repeatable operating rhythm you can use globally)
More relevance locally (so “global consistency” doesn’t become “generic”)
Stronger benefits ROI because education + activation improves understanding and uptake.

How do you prove impact and keep improving over time?

We treat the program like a continuous improvement loop because financial wellbeing doesn’t change in one campaign, and your workforce priorities won’t stay still.

How impact is evidenced and improved:

Engagement reveals need: As employees use the program, patterns emerge in needs, behaviors, and priorities, helping you pinpoint where support will drive the biggest impact.
A quarterly review cadence: Every three months, we run a quarterly business review using nudge's analytics tool to assess engagement, workforce insight, and behavioral trends—and agree where to focus next.
Refine focus, then repeat: You can shift emphasis by region, employee segment, or benefit priority, without rebuilding the program, so it keeps pace with business change and employee need.

The outcome: you’re not just reporting “activity.” You’re building a clearer, board-ready story of what’s changing, for whom, and what you’re doing next, with a defined operating rhythm behind it.