Employee financial stress looks different across generations, roles, and industries, but the impact on engagement and retention is universal. In this session, leaders from different industries will share how they transformed financial well-being from a passive benefit into a high impact engagement driver. You’ll hear how these employers increased engagement tenfold by offering financial benefits that meet employees where they are, combining personalized tools, product perks, and relevant education across every stage of the employee lifecycle. Speakers will discuss which incentives actually move employees to act, why clear and repeated communication matters, and how embracing intentional over marketing helped cut through noise and drive sustained utilization. Attendees will walk away with practical lessons on:

- Designing financial benefits that resonate across generations

- Using incentives to spark action without eroding long term value

- Marketing strategies that drive sustained engagement, not just launch spikes

- Turning financial well-being programs into measurable retention and satisfaction gains

From Day One is a Recertification Provider for SHRM and HRCI. This session is eligible for 1 PDC. The Activity ID will be sent to attendees after the conclusion of the session.

This session is hosted by the From Day One editorial team with support from SoFi.