Bringing the financial wellness conversation into the workplace
Betterment is a digital investment advisor built to make investing easier, better and more accessible.
Your finances and your paycheck are inextricably tied– it’s time to start the financial wellness conversation at work.
Betterment has long been known for their retail investment app, but needed to raise awareness for a fast-growing arm of its business: Betterment at Work, a 401(k) provider. In 2021, Betterment’s 401(k) business underwent a period of incredible growth and launched a series of partnership announcements that allowed Mission North to tap into ongoing conversations in the HR space and cement strong relationships with those trades. Simultaneously, the team tapped into ongoing retirement plan policy changes to build relationships between Betterment at Work spokespeople and tier-one policy and personal finance reporters.
The “Great Resignation” of 2021 also gave us the opportunity to cement financial wellness and retirement benefits as a key part of the conversation around employee recruitment and retention, and establish Betterment at Work spokespeople as experts in this space.
Doubling down on our success in this space, we launched a data study entitled, “The Impact of The Great Resignation on Benefits Needs and Expectations,” further establishing Betterment at Work as a reputable source of data and insights on the role employers can and should be playing in the financial wellness conversation. This data campaign resulted in 23 media hits, and as gated content on Betterment at Work’s website, drove 1,200 sales leads in the first month.