News/Blog

Three keys to financial success for the rest of us: Engagement, Personalization and AI


NOTE: The opinions in this article are the author’s and do not necessarily represent the views of Shortlister

Everyone deserves access to the tools and services that can help them achieve financial security. But for too long, the financial services industry has failed to make these tools and services easily accessible to all. Myopically focused on serving higher net worth customers, we have neglected the needs of many who need financial support most and, at the same time, turned off those who are not interested in the investment “game.”

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Women, Money and Stress: Helping women overcome financial stress in the workforce can pay dividends for all


NOTE: The opinions in this article are the author’s and do not necessarily represent the views of Shortlister

Women in the workforce are making great strides. But when it comes to their financial (and overall) stress, finding a way to reduce it could pay big benefits for their employers.  

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Financial Wellness Buyer's Guide

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. 

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What is Financial Wellness?

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?

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