employer case study

From Stressed to Secure: Transforming Financial
Well-being at work.

A major telecommunications organization faced a challenge: their widely diverse employee population was stressed due to money strains, especially given the turbulent economic conditions. They needed a financial well-being program that would meet each employee’s unique needs and positively change behaviors around money without selling products or services.

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employer case study

From Stressed to Secure: Transforming Financial
Well-being at work

A major telecommunications organization faced a challenge: their widely diverse employee population was stressed due to money strains, especially given the turbulent economic conditions. They needed a Financial Well-being program that would meet each employee’s unique needs and positively change behaviors around money without selling products or services.

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about the employer

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MSA Client:

Major Telecommunications Organization

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Employees:

70,000+

main-office

Main Office:

Bellevue, WA

locations

Locations:

6,400+

their need

After reevaluating their EAP and benefits, the client discovered they didn’t offer a benefit that would help employees manage financial health.

Their Challenges
Their Challenges
#1: Accessibility

Many locations and different work schedules made arranging benefit communications difficult.

#2: Benefit Integration

This client’s ideal partner would be able to integrate their benefit with other existing company benefits.

#3: On-Site Events

This client’s many locations needed a more robust on-site education package.

msa's solutions
MSA created an unbiased, holistic Financial Well-being solution, providing personalized coaching that’s rooted in behavioral change, a digital platform, and guided and self-help resources. They also offer many on-site trainings, events, and webinars for locations across the country.
SOLUTION #1: ACCESSIBILITY
MSA’s robust benefits communication guide and calendar solved the problem of what, who, and when.
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SOLUTION #3: On-Site Events
MSA's solution allows for adding as many educational events as needed. We happily support 20 events per year for this client.
SOLUTION #2: benefit integration
MSA’s program integrates an employer’s benefits package, boosting utilization of benefits like 401k, student loans, etc.
The Results
The Results
0%

utilization across all program features*

0

Net Promoter Score (NPS)
for employees working with a coach*

0%

increase in financial well-being scores*

0%

increase in work productivity*

0+

point improvement
in credit score*

0%

of salary increase
in retirement contribution*

$0

+ decrease in debt*


* My Secure Advantage, Inc., 2023. Average based on MSA member self-reported data, when working with a coach on this specific issue, from 1/1/22 - 12/31/22.

“[My Money Coach] was great! He set clear expectations during the call, committed to those expectations, and wasted no time to dive right into educating me about strategies. I enjoyed the experience and I have faith that I’ll be able to follow the practical steps he provided.”


MSA Member
Major Telecommunications Employee

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