Financial Institutions & Workplace Programs
Transform financial capability across your organization
Help employees and members explore money attitudes through interactive, conversations that boost engagement and reduce financial stress.
Why It Works
Why Money Habitudes Works for Financial Institutions & Workplaces
Safe Conversations
A Safe Entry Into Money Conversations
- Offer a non-judgmental way to reflect and talk about money attitudes.
- Help employees and members engage without jumping into complex financial planning.
- Address money stress, which is a common source of workplace tension.
- Create comfortable starting points for deeper financial discussions.
Better Relationships
Improve Internal and External Relationships
- Help teams understand how their money views shape interactions with colleagues.
- Foster empathy and reduce miscommunication in workplace dynamics.
- Support stronger client relationships in financial institutions.
- Build understanding between team members with different financial perspectives.
Wellness & Productivity
Enhance Financial Wellness and Productivity
- Money stress affects productivity, attendance, and morale.
- Give employees practical insights into financial habits and triggers.
- Help HR and wellness teams embed financial well-being into benefits.
- Support overall employee wellness with financial awareness tools.
Organizational Goals
Supports Organizational Goals
- Use as part of onboarding, professional development, or wellness initiatives.
- Complement traditional financial education with behavioral insights.
- Support client engagement strategies for financial institutions.
- Connect on the behavioral side of financial decision-making.
How Organizations Use It
How Financial Institutions & Workplace Programs Use Money Habitudes
Credit Unions and Banks
- Deepen member relationships with insights into financial habits.
- Integrate into financial coaching or member service programs.
- Build loyalty with interactive experiences beyond standard advice.
Corporate Wellness & HR Teams
- Incorporate into employee wellness programs to reduce financial stress.
- Use as a gateway to larger financial wellness curricula.
- Present employee benefits in ways that connect with employees' values.
Financial Professionals
- Use money personality insights to foster empathy with clients.
- Include as an engagement activity in client meetings and workshops.
- Start authentic discussions around long-term goals like saving and planning.
Who This Is For
Built for Organizations Like Yours
Money Habitudes is used by teams and professionals in financial institutions and workplace programs, including:
Credit unions and community banks
Financial Advisors or Planners
Workplace HR and employee wellness teams
Corporate benefits programs
Employee development and talent-growth leaders
Client engagement and member service teams