Case Study: Leading Silicon & Software Technology Company achieves stronger employee financial wellness with BrightPlan

Leading Silicon & Software Technology Company - Customer Case Study

Leading Silicon & Software Technology Company, a technology business with 4,600 employees across 40 U.S. locations, wanted to improve employee financial wellness and use benefits more effectively. The HR team needed a comprehensive solution that would provide financial guidance to all employees, connect existing benefits like 401(k) matching and stock plans, and help tenured employees retire on time so younger talent could advance. BrightPlan addressed this need with its Total Financial Wellness platform.

With BrightPlan, the company launched a digital financial wellness hub, financial education, budgeting and spending analysis, goals-based planning, and access to fiduciary financial advisors. The program delivered strong results: 20% of the U.S. workforce enrolled within six months, 50–75% attended webinars, 12% of enrolled employees scheduled advisor calls, and employees’ BrightPlan Financial Wellness Score™ increased by 202%. BrightPlan also gave HR robust reporting and visibility into employee financial health.