Your Money Line B2B Case Studies & Customer Successes

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Your Money Line is financial wellness finally made simple. They help employers help their employees with personal finance questions answered in real time, by real experts. Your Money Line is powered by financial expert and author Pete the Planner®. Their dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more.

Case Studies

Showing 16 Your Money Line Customer Success Stories

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Apex Benefits achieves stronger employee financial wellness with Your Money Line

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Financial wellness is the key piece to the puzzle for Arapahoe County

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BraunAbility achieves higher employee retention and financial wellness with Your Money Line

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Carmel Clay School staff receives over $1 Million in student loan forgiveness with the help of Your Money Line

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Chisholm Broadband achieves greater employee financial wellness with Your Money Line

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How Eight Eleven and Your Money Line drove employee engagement to staggering heights with financial wellness

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Franklin Community Schools boosts employee savings and retention with Your Money Line

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Your Money Line helps forgive an average of $94,900 in student loans for Wayne Township teachers

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Nightingale College scales personalized financial wellness with Your Money Line

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How Pension Fund of the Christian Church Utilizes Your Money Line to Serve Their Members

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PPL improves employee financial wellness with Your Money Line

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Thompson Thrift reduces employee money stress with Your Money Line

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Triad Financial Services reduces employee money stress with Your Money Line

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Walker takes employee wellbeing to the next level with financial wellness

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Walker achieves stronger employee financial wellness with Your Money Line

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West Aurora School District achieves greater staff financial wellness with Your Money Line

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