On November 17th, 2017 Shortlister invited Gene McGuire, the Founder and Managing Partner of Wellness Coaches, to present their new Technology Suite, which will further enhance their proprietary, on-site health coaching model.
On July 28, 2017 Shortlister invited Stacey Anger and Jeff Skelton, Product Specialists for Wellness and Biometrics with Health Advocate, to introduce the newly launched Engagement Platform and talk about their expanded and integrated well-being services.
On July 14, 2017 Shortlister hosted Brenda Schmidt, Founder and CEO of Solera Health, to talk about the "Prevention Care Benefits Manager" market category that Solera has created. This category connects employees, payers, and physicians with an integrated network of non-medical prevention, coping and support providers, paid through medical claims.
On June 23, 2017 Shortlister hosted Anna Meiners, Senior Account Manager at Cascade Centers, to introduce the WholeLife Scale®, a Behavioral Health Risk Assessment, developed to circumvent the high cost of mental health concerns in the workplace and improve quality of life for employees.
After onboarding the top Financial Wellness Vendors into Shortlister, we decided to document what we learned about the space in this simple Buyer’s Guide. This comprehensive guide offers everything you need to know about the Financial Wellness Industry including vendor types, different programs, common features, and what to consider when buying.
On June 2, 2017, Shortlister hosted Carla Dearing, the Co-founder and CEO of SUM180, in our “Meet-a-Vendor” webinar series in which SUM180 covered “how to make financial wellness work for employees” through small, personalized and actionable steps.
On May 12, 2017, Shortlister hosted Brian Hamilton, Vice President of Financial Wellness at Ramsey Solutions, in our “Meet-a-Vendor” webinar series to provide a demonstration of SmartDollar. SmartDollar is a solution that is built upon a proven methodology that Ramsey Solutions has developed over the past 25 years to help millions of people change the way they handle money.
On April 28, 2017, Shortlister hosted Jonathon Short, President of Marquee Health, and Dave Pawlowski, licensed clinician and Vice President of Administration at CuraLinc Healthcare, in our “Meet-a-Vendor” webinar series to introduce Marquee Health’s newest emotional health offering, Computerized Cognitive Behavioral Therapy (cCBT).
What is financial wellness? For the employee, it’s a measure of his financial health, which covers a range of indicators, such as debt-to-income ratio, emergency savings, and retirement readiness. For employers, it’s a program designed to help educate, motivate and empower employees to tackle those issues.
But we’re getting ahead of ourselves. You can’t talk about financial wellness without first taking a closer look at employee wellness as a whole: where did it come from, how did these programs evolve and do they really work?
On April 20th, 2017, Shortlister hosted Kara Tarantino, Vice President of Marketing and Strategy at Strategic Health Services (SHS), in our “Meet-a-Vendor” webinar series to introduce their comprehensive wellness solution. Many of our attendees may not be familiar with SHS’s unique "employer outreach/reseller" program, utilized by many top hospitals, health systems, and TPAs.