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 DAHSBOARDToday’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.
Request the Dashboard OverviewPersonalized 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.
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.
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
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.
Budget Planner
Comprehensive Workshop Options
Include Significant Others
Interactive Approach
Built-In Goal Setting & Accountability
Flexible scheduling for teams
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.
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
Teams saw a reduction of up to 60% in money stress after digital financial wellness engagement.
Increased savings per employee via improved retention and productivity through digital financial resources.
Of employees are more likely to stay where employee financial wellness is supported by digital resources.
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.
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