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.
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
MSA Client:
Major Telecommunications Organization
Employees:
70,000+
Main Office:
Bellevue, WA
Locations:
6,400+
After reevaluating their EAP and benefits, the client discovered they didn’t offer a benefit that would help employees manage financial health.
#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.

utilization across all program features*
Net Promoter Score (NPS)
for employees working with a coach*
increase in financial well-being scores*
increase in work productivity*
point improvement
in credit score*
of salary increase
in retirement contribution*
+ 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.