Financial wellness is becoming more mainstream, but employee engagement in many financial wellness programs remains lackluster. Many people lack the expertise and tools to effectively deal with their personal situations. As an employer, you can help enhance your employees’ work/life balance by offering a comprehensive financial wellness program, drawing on the principles established in traditional health and wellness initiatives.

This paper focuses on how technology and artificial intelligence can be applied to a financial wellness initiative to help deliver financial guidance that people will actually utilize.

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