Unleash the Power of Data with the Refreshed WellCents Dashboard
As we start off 2023, financial wellness has never been more important to plan sponsors and participants. Watch the video below on the latest update to the WellCents Dashboard, a comprehensive, guidance based, beginning to end retirement solution to help employees create confidence in their financial life. Our team of experts will showcase the new and improved features of the dashboard, including a more intuitive interface, enhanced analytics capabilities, and streamlined data visualization tools.
In this session, our experts will introduce you to the key features of WellCents including, Why WellCents is a unique solution, The WellCents assessment/score and what it represents, how WellCents connects participants with financial professionals, the best ways to utilize WellCents for maximum benefits, the latest reporting and dashboard enhancements in WellCents, and a Q&A session for interactive discussions and clarification. Don't miss this opportunity to see how the refreshed WellCents Dashboard can help you make informed decisions.
- Hunter Collins, Advisor Service Associate
Advisor Service Associate, Hunter Collins highlights WellCents and the importance of developing financial confidence across your workforce. The lack of financial wellness and advice being provided to American employees is a pressing issue that is causing substantial financial stress. Employees continue to struggle with prioritizing their current and future financial needs.
WellCents is an “end-to-end” worksite financial advice solution that includes marketing, wellness assessments, calendaring, action planning, group session content, participant surveys, and employer reporting. It was created with the intention of removing barriers that prohibit employees from making good financial decisions.
One of the benefits of financial wellness is helping with effective communication. Employees feel valued and appreciated when employer’s benefits communications are easy to understand. This program provides coordinated advice that integrates an employer’s available benefits offerings. Additionally, employees are proactively engaged via customized emails, texts, and social media posts.
WellCents includes a brief 5-minute financial wellness assessment that establishes a baseline for an individual’s financial wellness. This assessment provides valuable insights into workforce’s challenges and measures areas of improvement. An average WellCents score will be calculated based off a series of questions on topics such as, personal finance, investment planning, retirement readiness, and protection planning.
The WellCents dashboard has been refreshed and includes new reporting features. The new dashboard has clean graphics, additional data points, and automatic overnight updates. The new reporting features consist of point in time reporting, full customization, and a new participant survey. The full customization allows you to hit on your best points and drive home the value add you are providing to your clients.
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