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Financial wellness is increasingly important in both the retirement plan and workplace benefits industries. As the financial wellness industry evolves, it must help meet the growing expectations of employees, as well as the needs of employers, benefit providers and traditional financial institutions.

Corporate Insight’s new special report, Leaders and Innovators of the Financial Wellness Ecosystem, provides a comprehensive analysis of the cutting-edge third-party program providers currently operating in the financial wellness space. In addition to detailed firm profiles, the report highlights key best practices and industry findings that illustrate how leading financial wellness program providers differentiate from both one another and from traditional financial institutions, particularly in the areas of user experience, content, personalization and engagement. 

Sections in the full report include:

  • Executive summary
  • Summary findings and best practices
  • Capabilities matrix featuring a comprehensive, quantitative look at the firms’ digital features, functionality and content
  • In-depth reviews and analysis supplemented by program screenshots and digital capabilities of each firm covered in the report

Download a free preview of the report

New report reveals best practices from financial wellness industry leaders and innovators

For more information or to purchase your copy        of the full report, contact your CI account                  manager or  Aaron Granuel at