C-Suite commitment to employee financial wellbeing

3 min read

Embedding financial wellbeing into a global strategy 

For this leading financial services organization, wellbeing has always been more than physical health alone. Their approach brings together the mental, emotional, physical, lifestyle, and financial aspects of wellbeing, creating a long-term vision of helping people feel confident and resilient in every area of life. 

Financial wellbeing in particular plays a central role, with initiatives like bonus sacrifice and retirement planning designed to help people make the most of today while building a secure future. 

From a spark to a global ambition 

The journey began when one of the company’s employee resource groups hosted a financial wellbeing session. The feedback was overwhelmingly positive, with employees asking for more. That moment inspired a bigger ambition: to create a global program that would give everyone access to financial education, equipping people with the skills to thrive both personally and professionally. 

But with offices spread across the world, the challenge was clear. How could they deliver a consistent and inclusive program, one that met the needs of different cultures and life stages, without fragmenting the experience through multiple local vendors? 

Turning vision into reality 

To solve this, the company partnered with nudge, ensuring impartial and personalized financial education was at the heart of their wellbeing strategy. Every employee, no matter where they were based, would now receive education tailored to their circumstances, goals, and local context. 

Strong leadership played a crucial role. Senior sponsors, including members of the C-Suite, actively championed the program, sharing personal stories that made financial wellbeing feel open, relatable, and credible. At the same time, a network of wellbeing champions piloted the platform and became advocates in their regions, speaking at town halls and team meetings to build momentum from the ground up. 

Communication was equally thoughtful. Campaigns tied to moments like Global Money Week helped keep financial wellbeing front of mind, reinforced by clear intranet pages, timely reminders, and inclusive sessions hosted across time zones. Recordings ensured no one missed out, wherever they were in the world. 

The impact 

The results have been powerful. Within just months of launch, the program had reached employees in nine countries, each receiving consistent, personalized and locally relevant support. Engagement soared, with nearly every employee interacting with the platform multiple times in the first few months. The average employee financial health score (69) rose well above the benchmark (60), a sign that people weren’t just accessing education but actively improving their knowledge and skills. 

A lasting commitment 

What began as a single, well-received session has grown into a global initiative championed by leaders and embraced by employees across continents. By weaving financial education into their broader wellbeing strategy, this organization has created a consistent and impactful program - one that empowers people everywhere to take control of their money and their future. 

Get in touch if you want to find out how to integrate financial education to your wellbeing strategy.