Скачать или смотреть Managing Financial Wellness Programs | How to Scale and Measure Long-Term Impact

Read the full guide on our website: www.keeslending.com/

Launching a financial wellness program is just the first step — but managing and scaling it effectively is what determines long-term success.

In this video, Sonny Singh, CEO of KEES Lending, shares actionable strategies for HR and leadership teams to manage, scale, and measure financial wellness programs that actually deliver ROI — not just good intentions.

If your organization has started a financial wellness initiative but wants to go from “launch” to lasting impact, this is your roadmap.

What You’ll Learn

Why program management is key to long-term success
How to scale wellness initiatives across growing organizations
How to measure participation, engagement, and ROI
Tools and systems for ongoing financial wellness management
Proven best practices from successful HR wellness programs

Chapters
0:00 – Introduction: Why Launching Isn’t Enough
0:45 – Why Managing Financial Wellness Programs Matters
1:30 – Step 1: Segment Your Workforce for Personalization
2:10 – Step 2: Use Technology to Scale Engagement
3:00 – Step 3: Partner with the Right Financial Experts
3:45 – Step 4: Automate Feedback and Measure Results
4:30 – Measuring ROI and Financial Behavior Changes
5:10 – Best Practices for Long-Term Program Success
5:55 – KEES Lending: Helping Employers Scale Financial Wellness Strategically
6:20 – Final Thoughts: Don’t Let Your Program Plateau

Launching your financial wellness program is a milestone — but sustaining it takes strategy.
Many companies see initial excitement fade when participation drops and engagement slows. To avoid that, HR teams must treat financial wellness as an evolving program, not a one-time benefit.

Here’s how leading employers are scaling success

1. Segment Your Workforce

Different employees have different financial needs:
Entry-level staff may need budgeting and credit education.
Mid-career employees focus on homebuying and debt reduction.

Executives often need investment or tax-planning support.
Tailor your content and delivery to maximize relevance and results.

2. Leverage Technology

Use scalable, tech-enabled tools that allow 24/7 access — from webinars and mobile apps to interactive dashboards.
Automation ensures consistency, while analytics track participation and outcomes.

3. Partner with Experts

Collaborating with financial coaches, fintech vendors, or specialized consultants allows HR teams to focus on strategy — not daily management.
This partnership ensures professional delivery and measurable outcomes.

4. Automate Feedback Loops

Consistent improvement requires consistent input.
Use monthly surveys, platform data, and engagement analytics to refine your program and keep it aligned with employee needs.

5. Measure ROI and Program Impact

To prove value to leadership, measure what matters:
Participation & engagement rates
Financial literacy improvements
Reductions in turnover and absenteeism
Correlations with productivity and morale

Pro Tip: Tie wellness metrics to business KPIs — it strengthens your case for continued funding.

Best Practices for Long-Term Success

✔ Integrate financial wellness into onboarding
✔ Embed it in HRIS or benefits portals
✔ Celebrate employee milestones
✔ Align with DEI and mental wellness initiatives
✔ Refresh quarterly content to maintain relevance

At KEES Lending, we help employers manage, measure, and scale their financial wellness initiatives for maximum long-term impact — turning financial education into an ROI-driven business advantage.

Read the full guide: https://keeslending.com/managing-fina...

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Let’s build a scalable financial wellness program that keeps growing with your people.

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