Vault Financial Wellness Hub

Empower your workforce with an AI-powered, personalized digital platform that helps employees build financial confidence and take control of their money—anytime, anywhere.

EXPLORE THE DAHSBOARD
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financial WELLNESS That Drives Real Results 

Today’s workforce expects more than just financial tips. They want personalized support that fits real life. Vault delivers an interactive employee financial wellness experience with digital financial resources tailored to every user—helping companies reduce stress, boost retention, and show they truly care.

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Inspiring Financial Confidence & Success Across Industries

Inspiring Financial Confidence & Success Across Industries

15+

YEARS OF EXPERIENCE

TOP 50

FINANCIAL SPEAKER

500+

WORKSHOPS DELIVERED

Deliver Personalized Financial Support—All in One Hub

Personalized Profiles

Each user sees goals, tasks, and recommendations tailored to their needs.

Custom Action Plans

Save articles, videos, and tools—build your own learning journey.

AI Guidance

Smart next-steps and reminders to create long-term money habits.

Assessments & Tracking

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3-Minute Assessments:
Instantly personalize the platform via Financial Health, Stress, and Money Personality tests for employee financial wellness.

Personalized Progress: 
Chart your financial wellness journey with customized action plans tailored to your unique needs. 

Growth Tracking:
Monitor changes in well-being, confidence, and platform engagement over time with digital financial resources.

Real-Time Reporting. Data-Backed Decisions.

Vault’s analytics dashboard helps HR leaders track engagement, understand stress levels, and measure knowledge growth across teams and departments with employee financial wellness analytics and digital financial wellness reporting

Logins, sessions, content usage

Course completion rates

Financial stress levels

Team-wide and individual engagement

What's Inside Vault Financial Wellness Hub

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Courses

Resources

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Knowledge Checks

The Vaut Financial Wellness Hub offers extensive resources for your team to access 24/7, from any computer or mobile device. 30+ Courses, 1,000s of digital financial resources, on-demand articles, learning videos and webinars updated daily for employees, knowledge checks, financial benchmarks for overall retention, and AI assistance for real-time questions and support.

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Budget Planner

Comprehensive Workshop Options

Include Significant Others

Interactive Approach

Built-In Goal Setting & Accountability

Flexible scheduling for teams

Interactive Tools for Everyday Money Moves

Budget Planner 
Plan, track, and optimize your monthly cash flow with ease.

Credit Payoff Tool
Visualize and accelerate your debt payoff strategy.

Home Affordability Estimator
Find out what you can afford—before you shop for a home.

Auto Lease vs. Buy Calculator
Weigh the long-term cost of leasing vs. buying your next vehicle.

Student Loan Snapshot & Scholarship Search
Track your loans and uncover funding options.

Retirement Readiness Analyzer
Check if you're on track for retirement—and adjust as needed.

Meet Earnie: Your Built-In AI Money Coach

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Earnie answers any financial question instantly—from budgeting basics to investing strategy—and provides smart navigation to the platform’s most-used digital financial resources for employee wellness

Turn Financial Wellness into Organizational Strength

WHAT DO YOUR EMPLOYEES' FINANCES
LOOK LIKE?

    60%

    Teams saw a reduction of up to 60% in money stress after digital financial wellness engagement.

    $5,600

    Increased savings per employee via improved retention and productivity through digital financial resources.

    66%

    Of employees are more likely to stay where employee financial wellness is supported by digital resources.

    61%

    Of all employees reported being distracted at work due to financial stress and hardships.

    *2021 survey conducted by Salary Finance

    47%

    Of Americans consider money to be their greatest source of stress, higher than any other factor including relationships and work.

    *2021 survey conducted by Northwestern Mutual

    37%

    Of employees spend three or more working hours each week dealing with financial issues.

    *2021 Employee Financial Wellness Survey conducted by PwC

    58%

    Of Americans have less than $1,000 in savings, and 23% have no emergency savings at all.

    *2021 Survey conducted by Bankrate

    62%

    Of adults in the United States felt stressed about their personal finances due to a lack of knowledge.

    *2020 survey conducted by the National Endowment for Financial Education (NEFE)

    41%

    Of American workers are not confident they will have enough money to retire comfortably.

    *2021 data reported by the Employee Benefit Research Institute (EBRI)

Ready to Book a Workshop?

The Vault Financial Hub is a personalized, AI-powered platform designed to help employees build real-world financial skills they can use right away. Whether your workforce is on-site, remote, or nationwide, Vault meets them where they are—offering financial education that’s clear, engaging, and available anytime.

This digital hub is more than just content. It’s a curated experience built around interactive tools, goal setting, real-time challenges, and expert-led video guidance. From budgeting and saving to managing debt and planning for the future, employees gain actionable strategies that create lasting behavior change—not just temporary inspiration.

Vault supports your organization’s overall performance by improving financial confidence and reducing money-related stress. And with customized reporting, employer dashboards, and built-in incentives, HR teams and leadership can track progress and align the experience with your culture and benefit offerings.

Empower your team with financial skills that stick.

Ready to bring Vault to your organization? Contact us today to schedule a demo or learn more. We’ll respond within one business day.

Disclaimer and Waiver – Financial Footwork, Inc., its owners, officers, directors, employees, subsidiaries, service providers, content providers and agents (referred to as "Financial Footwork") are not financial or investment advisers and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. Financial Footwork does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Financial Footwork be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice or other content contained. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.