SmartDollar clients see a 27% decrease in turnover overall
SmartDollar helps you bring proven financial behavior change to your clients—driving powerful, measurable results for their people and their bottom line.
With nearly 1 in 2 employees living paycheck to paycheck,
financial stress is a hidden problem quietly fueling
disengagement, absenteeism and turnover.
SmartDollar helps your clients reduce money stress with a proven plan that drives measurable results—and positions you as the trusted partner behind it all.
66% of clients report positive ROI from offering SmartDollar
Most users recommend their employer’s benefits as the best available
SmartDollar offers flexible partnership options designed to meet you where you are, work within your specific needs, and grow with your goals. You can choose from:
Referral
Deliver your clients an impactful benefit through our flexible referral program that creates real value for them and for you.
Integration
Connect your own platform with SmartDollar to create a smoother experience for shared clients, with preferred pricing.
Strategic
Build a deeper partnership focused on shared goals, stronger outcomes, and helping people win with money in a way that actually sticks.
Differentiate your offering
with a proven financial wellness benefit backed by 30 years of success.
Create new revenue opportunities
while delivering discounted pricing to your clients through flexible partnership options.
Support the well-being of your clients’ employees
by improving focus, strengthening retention, and reducing workplace stress.
Drive ripple-effect outcomes across client organizations
resulting in impactful engagement, a magnetic culture, and measurable ROI.
Recognized by G2. Trusted by Thousands.
These G2 awards reflect the real-world change SmartDollar creates—helping employees feel confident with money
and helping companies create healthier, more productive workplaces.
We know your plate is already full. That’s why SmartDollar offers a clear plan, practical tools, and human support from the start. Our team works alongside you to build a rollout and pricing plan that can scale across your book of clients—so even large implementations feel natural, not disruptive.
Ready to give your clients a better way to support their people?
Fill out the form and let’s talk next steps.
Frequently Asked Questions
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What types of partners is SmartDollar best suited for?
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SmartDollar works well for referral partners, technology platforms and strategic partners who serve employers and HR teams across all industries. If your clients care about retention, productivity and employee well-being, there’s a partnership option with SmartDollar that fits.
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How does SmartDollar differ from other financial wellness programs?
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Most programs stop at education or tools. SmartDollar focuses on creating lasting behavior change through a clear plan, practical tools and human support. SmartDollar also shows employees how to eliminate debt—not manage or normalize it.
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What does getting started with SmartDollar look like?
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Once you connect with us, our team will walk through your goals and recommend the best partnership option. From there, we’ll help define next steps, timelines and support—keeping the process simple, streamlined and communicative from the start.
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How involved do we need to be as a partner?
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That depends on the partnership option you choose. Some partners prefer a simple referral model, while others collaborate more deeply through integrations or strategic initiatives. SmartDollar supports it all!