SmartDollar - Financial Services

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Image of finance worker featuring this statistic: 60% of financial professionals surveyed said they’re looking to leave the industry.

Financial Service Workers Are Stressed

The financial services industry is facing rapid change due to new regulations and new technology. Work disruptions cause stress for employees—who are looking to their employers to provide solutions that improve their quality of life.

The Risk of Burnout

Work stress combined with personal money stress can lead to employee burnout. And that’s causing employees to leave the financial services industry. Financial wellness is necessary for employees to thrive in their careers.

SmartDollar can help every member of your team change their habits to prioritize budgeting, saving for emergencies, and investing to retire with confidence. By taking control of their money, employees can free up space to build a better work-life balance and increase their digital skills for career advancement.

Take Their Word for It

"This program helped me pay for my daughter’s wedding in cash. Big win!"

"It’s a useful tool in helping me obtain my financial goals."

"I love the SmartDollar program. It really helps you to create a budget and stick to it. It also gives you great tips to pay off debts and build a stronger financial path."

"This program has been extremely helpful to me in my journey to becoming debt-free!"

"Love the website—so easy to use."

"I love that I can give all of my team members a tool to manage their finances. It's a huge burden lifted when they have the knowledge and software to make things easier for themselves!"

"SmartDollar is easy to use and implement from an administrator's viewpoint. It's also easy to excite your employees about a benefit to help them be smarter with their money."

"SmartDollar is incredibly user-friendly, with a smooth and intuitive website. The content is well-organized, informative and engaging."

"As the HR administrator for my company, I’ve seen firsthand how SmartDollar has transformed the way we think about wellness benefits. Financial wellness often gets overlooked in traditional benefits programs, but SmartDollar has proven that investing in employees’ financial health is just as important as their physical and mental well-being."

"SmartDollar helps align employees' values with business values so that the same message is communicated with customers to achieve our mission statement."

Companies That Love Working With Us

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We’re excited to show you how SmartDollar helps your employees beat their money stress and build wealth—and how it helps you make a measurable impact on your business.