Скачать или смотреть Financial Wellness Program Implementation: The 90-Day Roadmap for Success

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

Launching a new benefit is easy. Getting employees to use it? That takes strategy.
In this video, Sonny Singh, CEO of KEES Lending, walks you through a proven 90-day financial wellness program implementation roadmap designed to drive participation, trust, and real results.

Whether you’re an HR leader, CFO, or operations manager, you’ll learn exactly how to roll out a program that sticks — and becomes part of your workplace culture.

You’ll Learn:
Why financial wellness program implementation matters for engagement and ROI
The 3 phases of the 90-day roadmap (Prepare, Launch, Engage)
How to boost participation with incentives and storytelling
Best practices for financial wellness success in 2025
Real-world HR rollout examples from Sacramento companies

Chapters:
0:00 – Intro: Why Implementation Matters More Than Design
0:45 – Phase 1: PREPARE (Weeks 1–4)
1:45 – Phase 2: LAUNCH (Weeks 5–8)
2:45 – Phase 3: ENGAGE (Weeks 9–12)
3:30 – Common Mistakes in Program Rollouts
4:15 – Best Practices for Financial Wellness Program Success
5:00 – KEES Lending: How We Help Employers Launch with Impact

Quick Summary:
Financial wellness programs only succeed when they’re implemented with clarity and consistency. This 90-day roadmap helps HR leaders:

Build leadership buy-in

Plan communication campaigns

Incentivize participation

Track engagement metrics and ROI

3 Phases That Drive Results:
Phase 1: PREPARE (Weeks 1–4) — Align internally, train managers, and plan communication.
Phase 2: LAUNCH (Weeks 5–8) — Kick off with events, storytelling, and clear incentives.
Phase 3: ENGAGE (Weeks 9–12) — Gather feedback, share success stories, and optimize.

Companies that follow this model report 2–3x higher participation rates within the first quarter.

At KEES Lending, we help Sacramento-based companies design and implement financial wellness programs that actually work — with measurable engagement and employee satisfaction.

Read the full guide here: https://blogs.keeslending.com/financi...

What’s one strategy that’s helped your team successfully roll out a new benefit?
Drop your thoughts in the comments 👇 and share your HR playbook for success!

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