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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Best HR Software - Seven selection tips from the experts to guarantee success


 “Who is the best HR software provider out there?” is a question I’ve fielded countless times in my professional life.  Unfortunately, it’s not that simple. 

Embarking on the HR solution provider selection process can be overwhelming, whether you’re seeking HCM, payroll, benefits administration or some other solution.   There are countless options - how do you dig in to identify the best match? 

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Shortlister Names Erika Lawney Director of Vendor Relations


Lawney will oversee all vendor programs on behalf of Shortlister which currently supports the search and selection of service providers for over four million lives annually.

 

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2018 Well-being Prospectus | Shortlister

Shortlister conducted a survey of the health & productivity subject matter experts at the nation’s leading employee benefits consultants.  We wanted to understand trends and the challenges that employers are facing in the health and well-being space.  This report summarizes the insights & real-world experience of 144 of the top minds in the field. Collectively, this group of respondents runs the procurement & implementation processes for over 3 Million employee lives each year.  

This report will provide valuable insights for any employer, consultant, provider, investor or researcher that is looking to understand both the current state & emerging trends in the health & well-being industry.

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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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Wellness Industry Trends | Financial Wellness | Shortlister

Shortlister conducted a survey of the top wellness subject matter experts at the nation’s leading employee benefits consultants.  We wanted to understand the wellness industry trends and the challenges that employers are facing.  This report summarizes the insights & real-world experience of 114 of the top minds in the field. Collectively, this group of respondents runs the procurement & implementation processes for over 3 Million employee lives each year.  

This report will provide valuable insights for any employer, consultant, provider, investor or researcher that is looking to understand both the current state & emerging trends in the health & well-being industry.

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