Global Financial Wellbeing Strategy
Empowering employees with financial tools, education, and the confidence to thrive
📊 9,800+ content views | 💸 $2.3M attrition savings | 🌍 Global access + DEIB-aligned tools | 🏆 78.7 engagement score | 🎯 13% YoY business growth
RGER Financial Wellbeing Hub
🔍 The Challenge: Addressing Financial Stress at Work
The rising cost of living and global economic uncertainty were creating a ripple effect — and employees were feeling it.
Financial stress had become one of the top drivers of anxiety, burnout, and disengagement. Support varied across regions and was often hard to access. Many employees didn’t have personalized tools to help manage day-to-day finances, let alone plan for the future.
At the same time, the business needed a way to proactively address retention, prevent burnout, and create more inclusive support systems for employees in all financial circumstances.
📌 Background: Meeting Employees Where They Are
At Reward Gateway | Edenred, we saw an opportunity to lead with care — and with strategy.
In 2024, I partnered with the People Team, DEIB networks, and platform providers to launch a comprehensive financial wellbeing strategy that would reach employees across the UK, U.S., and Australia.
This wasn’t about perks or one-off webinars. It was about building a culture of financial empowerment — integrated with our EVP, aligned to our DEIB commitments, and rooted in our HEART wellbeing strategy.
🛠️ My Role: Strategy, Storytelling & Global Engagement
I led the communications, activation, and engagement approach — ensuring the strategy was accessible, inclusive, and action-oriented across all regions and life stages.
Here’s how we brought it to life:
Strategic Partnership with nudge
Delivered AI-powered, personalized financial education journeys
Integrated content into our Wellbeing+ mobile app and SmartHub for seamless access
Our nudge Financial Wellbeing hub
Storytelling Activation
Launched Season of Savings, a storytelling campaign featuring employee tips on budgeting, saving, and spending smarter
Ran the #RGERSummerSavings contest to boost participation and peer-driven content
Recognition Integration
Connected financial wellbeing to our Appreci8 program through Spot Bonuses and recognition awards
Included a “Financial Empowerment” category in the HEART Awards to spotlight those helping others thrive
DEIB-Driven Access
Collaborated with HEART, Multicultural, and Social Mobility networks to ensure inclusive messaging
Addressed specific challenges like generational wealth gaps, student debt, and caregiving responsibilities
Comms & Content Rollout
Built dedicated global SmartHub pages and posted campaigns across boom!
Created toolkits, FAQs, and regional breakdowns for pensions, taxes, and financial planning
Hosted live webinars and digital events to introduce tools and share real-life success stories
💥 The Results: From Uncertainty to Empowerment
The strategy delivered measurable impact — for both people and business.
📊 9,800+ views of financial wellbeing content across platforms
💸 3,814 monetary awards tied to recognition and morale-building
🏆 78.7 global engagement score, with high satisfaction in wellbeing areas
📉 Attrition stayed below 10%, saving an estimated $2.3 million in turnover costs
🎯 Contributed to 13% year-over-year growth in overall business performance
❤️ Why It Matters
Financial wellbeing is more than a benefit — it’s a foundation for focus, stability, and belonging.
This strategy helped employees move from stress to strength. It showed them that we care not just about their performance at work, but about their peace of mind at home.
It turned financial uncertainty into empowerment — one personalized resource, one recognition moment, and one conversation at a time.
