Enrich Financial Wellness

Personal Finance Just Got Personal
Enrich is for FI's looking to enhance and differentiate their brand via our suite of customizable financial wellness resources. Our FI's lead with education, attracting new clients and members while facilitating transactions with current ones. Courses, tools, webinars, videos, assessments and workshop resources result in increased user engagement while providing powerful insights through our Google Analytics-powered reporting engine.

Features & Benefits

Holistic Financial Wellness Experience

Financial Education, Healthy Habit Formation, Stress Management. Give your users the tools they need to progress through their financial lives.


Connect users to your products and services upon completion of educational experiences including videos, articles, tools and courses.

Custom Portal Design

Configured and branded to your specification. Full white label service available.

Fresh Content

New videos, articles, infographics, courses, tools and assessments added regularly. We can import your existing content and resources you may want us to feature. Enrich is the ideal resource for Marketing partners looking to include educational content within existing client/ member communications.

Full Credit Score and Report

User can track their score over time via Equifax, and receive tailored recommendations and activities based on their score

Live Coaching

Connect members to our live coaches, or we can connect them to a scheduling tool to book time with your team

Real Time Reporting

We run the latest version of Google Analytics – learn about your users financial needs, track engagement, segment reporting by business groups

Full Marketing Support

Our Marketing suite has all the resources you need to promote engagement with the portal, and our Client Success Team will actively support you every step of the way

In-Person Workshops

Available library of workshops compliment the portal and encourages engagement and registration during the sessions – perfect for community events, school partnerships and SEG’s