Q&A with Davina Patel

You may have seen our ’guide to onboarding’ video, which shares the basics during a financial wellbeing technology roll out including: who’s involved, what to expect and the general timeline.

This time, we wanted to go deeper. 

My aim from this Q&A is to show you how we take those steps and bring them to life. To demystify what happens behind the scenes, give you confidence in our process, and help you feel supported throughout, to create an onboarding experience that’s smooth, simple, and memorable for you and your people.  

Q: HR and Benefits teams are incredibly busy. How do you keep onboarding simple? 

A: My goal is always to take as much weight off your shoulders as possible. 

The nudge team will handle everything centrally – from setting up your global data processes to building your communications framework and keeping your project team moving together. And if you use systems like Workday, great – we can integrate directly to reduce manual admin and to streamline everything.  

We want you to focus on decision-making, while we take care of the coordination and set-up. Consider us as the teammate who quietly gets things sorted in the background.

Q: nudge is used in so many countries. How do you make the experience feel personal everywhere? 

A: Personalization is at the heart of engagement – and nudge is built to feel meaningful wherever someone lives or works. 

Our global team of finance experts creates local, culturally relevant education that’s accurate and engaging for every country. A small example: we even use a unique font for Japan to make sure the experience feels just right. You don’t need to manage any of that – we take care of it all. 

We’ll also work with you to understand which data points are needed to tailor experiences around life events, interests, and financial needs. It’s that blend of global expertize and personal detail that helps each person feel considered.  

Q: Not all organizations have a single global HRIS (Human Resources Information System). How do you approach that? 

A: We see this all the time – and it’s not a barrier. 

While a single global data source is ideal, we regularly work with regional and local systems. We’ll help you design an approach that fits your structure and keeps things consistent, while reducing admin for your team 

Q: Many organizations have a mix of office and frontline employees. How do you reach everyone? 

A: nudge is designed to meet your people where they are. 

For  employees with access to a computer, nudges land directly via email, WhatsApp or SMS – whatever they prefer. 

For deskless workers, we co-create communication tactics that work in their world: QR-enabled posters, manager toolkits, and a pop-up module that allows people to share their personal email so they can access nudge from their phone. 

We plan for the whole journey and different cohorts from new joiners, global mobility moves, leavers – so no one misses out. 

And in countries like Germany or France, where Work Council approvals are essential, we have the experience and documentation to help you move smoothly through those steps.  

Q: Benefits can be fragmented. How does nudge integrate with existing global benefits? 

A: Our technology integrates your benefits directly into the user experience, helping people understand what you offer and how to make the most of it. 

During onboarding, we map your global benefits landscape and agree the best pathways into your existing systems. Our team manages the technical integration, and your Client Success team keeps everything relevant as your program evolves. 

It’s all designed to help people explore their benefits with confidence – in moments that genuinely matter.  

Q: Launches can be complex. What does a successful launch look like? 

A: Thanks to the launch plan we build together, you can expect strong early engagement. Across all clients, during launch on average 68% of people engaged, and two-thirds return more than three times a year. 

But engagement is just the start. 

We encourage clients to look at wider business outcomes – for example, shifts in payroll data for retirement contributions or increased uptake of key benefits.Your Client Success team will guide you through your nudgenomics insights so you can spot these trends, measure impact and build on early wins.  

Q: Debunking benefits myths. What’s the biggest myth you hear about global programs? 

A: That they have to be complicated. In reality, our team manages the majority of the set-up and ongoing program management for you. 

For data, allowlisting or user access, we bring clear specifications and the right subject-matter expertize. For communications, we share templates, toolkits and guidance so it’s ready to use at the best time for the project.   

Our role is to simplify the experience – guiding, structuring and coordinating everything so it feels calm, clear and completely manageable.  

Q: Any final thoughts for organizations about to begin onboarding? 

A: I hope this has given you a clearer picture of how  

Your delivery team will be with you every step of the way – making the process simple, efficient and tailored to your organization.  

We’re excited to partner with you, support your people, and help them feel more confident and in control of their money.  

We can’t wait to get started.