Case Study: Leading Education Technology Company achieves holistic employee financial wellness with BrightPlan Total Financial Wellness

Leading Education Technology Company - Customer Case Study

Leading Education Technology Company, a higher education software and services provider with a widely distributed U.S. workforce, needed a more holistic financial wellness offering to support employee well-being and stay competitive for tech talent. Its existing benefits were fragmented, with standard retirement and savings options that did not create a unified employee experience. To solve this, the company turned to BrightPlan and its Total Financial Wellness platform.

BrightPlan implemented a customized financial wellness program with tailored education, targeted communications through channels like Slack and “Finance Friday” sessions, personalized guidance, and access to financial advisors for all employees. The results were strong: 25% of U.S. employees enrolled in the first year, 50% to 70% of new hires enrolled through onboarding efforts, employees linked an average of 8 financial accounts, and 12% of enrolled employees scheduled a call with a financial advisor. BrightPlan also provided reporting that helped the company track financial well-being trends and support retention and DEI goals.