Big for business, easy on the bottom line
Become a business partner
Our business partners, including small companies, large enterprises, non-profits, organizations, and associations, can provide their staff with an expansive benefits package that puts their financial wellness at the forefront.
According to a PricewaterhouseCoopers (PwC) study in 2019.
Business partners can offer employees (and their immediate families) competitive rates, discounts, and promotions exclusive to our members. Business partners can also arrange custom complimentary workshops for trusted tips and expert advisement on how to be savvy moneywise.
Request an appointment
Ready to become a business partner? Complete the form!
Quick and easy process
- Complete the online form
- A Business Development Officer (BDO) will contact you within 2 business days regarding next steps
Have questions? Connect with a BDO for more information.
How to boost productivity and retain talent
Money on the mind?
When worrying about how to pay this month’s stack of bills, it can be difficult to think of anything else – even at work. In a PwC 2019 study, 59% of participants said that financial challenges cause them the most stress. Employees who are stressed by money matters are more likely to be distracted and less productive than their counterparts.
Keep your key players engaged by offering a wellness-focused benefits package and arranging targeted workshops designed to address financial woes. Staff can learn tips every savvy spender should know and have access to competitive credit union rates and perks. By understanding how to balance personal budgets each month, employees can focus on what needs to get done while on the clock.
1 in 5 employees
admit their productivity at work has been impacted by financial worries
49% of financially distracted workers spend
three hours or more at work each week
thinking about or dealing with issues related to their personal finances
85% of Millennials, 75% of Gen X, and 52% of Baby Boomers
are likely to be attracted by another company that cares more about their financial well-being
Complete the form