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Vault by Financial Footwork
Vault is an AI-powered financial wellness platform and software solution for employers that helps organizations reduce financial stress, increase workforce engagement, and measure financial wellness outcomes with real-time reporting.
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Reduction in financial stress
Average savings increase
Retention Likelihood Increase
An employee financial wellness platform is a digital solution designed to help employees improve financial stability through education, tools, and personalized guidance. These platforms help organizations reduce financial stress, improve productivity, and support long-term workforce well-being.
Vault goes beyond traditional financial education by combining structured activation, AI-powered personalization, and real-time workforce reporting in a single scalable platform.
Vault is a structured financial wellness platform designed to drive measurable financial behavior change across your workforce.
Employees gain practical tools and personalized guidance to improve financial stability, while HR leaders receive real-time reporting that demonstrates the impact of financial wellness across the organization.
Financial stress is one of the most common drivers of employee distraction, absenteeism, and turnover. When employees lack financial clarity, it impacts focus, productivity, and long-term engagement.
A structured financial wellness platform helps employees build financial stability while giving HR leaders visibility into workforce financial health. The result is stronger employee engagement and measurable improvements in workforce performance.
Vault helps organizations transform financial wellness from a passive benefit into a workforce performance strategy.
Workforce Outcomes Employers See
Organizations using Vault see measurable improvements in:
✓ Reduced employee financial stress
✓ Increased retirement and benefits participation
✓ Stronger employee engagement and productivity
✓ Improved retention and workforce stability
✓ Greater visibility into financial wellness program impact
Organizations gain both the tools employees need to improve financial stability and the reporting HR leaders need to measure financial wellness program impact.
Schedule a Platform DemoVault is an employee financial wellness platform for employers who want to improve workforce financial stability while giving HR leaders measurable insight into employee engagement and financial wellbeing.
HR LEADERS
You need a financial wellness platform that drives employee participation, provides measurable reporting, and integrates easily into your existing HR programs.
BENEFITS TEAMS
You manage a competitive benefits strategy and need a financial wellness platform that helps employees better understand and use employer benefits.
EXECUTIVE LEADERSHIP
You are responsible for workforce engagement, retention and long-term performance. You need visibility into how financial wellness impacts employee productivity, retention, and overall workforce stability.
ORGANIZATION SIZE
Vault scales from mid-size employers to enterprise organizations with deployment options designed around workforce size and engagement goals.
Most employee financial wellness platforms provide content libraries and call it a program. Vault is different. It combines structured employee activation, a proven behavioral finance framework, and real-time workforce reporting so organizations see measurable engagement, not just platform access.
01
ACTIVATION
Vault deployments include guided rollout planning, engagement milestones, and financial education reinforcement designed to increase sustained participation, not just launch-day logins.
Ongoing engagement support is built into every deployment to maintain participation and reinforce financial behavior change over time.
02
FRAMEWORK
Built on the Train Your Money Performance Model™, Vault translates behavioral finance principles into structured digital pathways that move employees from financial awareness to consistent financial action.
Content alone creates awareness. Structure drives behavior change.
03
ANALYTICS
Real-time analytics and reporting give HR leadership direct insight into adoption rates, financial stress indicators, and behavior progress across your entire organization. By team, department, or workforce segment.
Leadership gains the data needed to treat financial wellness as a measurable workforce strategy, not just a benefits offering.
No commitment required. Free 30-minute exploratory call.
Everything your workforce needs to move from financial stress to financial stability, and everything HR leaders need to measure the impact of an employee financial wellness platform.
PERSONALIZATION
Assessment data and engagement signals create individualized financial pathways for every employee. Content, tools, and milestones are structured to meet each person where they actually are financially, not just at a generic starting point.
TOOLS
Budgeting calculators, debt payoff planners, retirement readiness analyzers, and affordability estimators give employees the tools to act on what they are learning. Built for real decisions, not just financial awareness.
ASSESSMENTS
Short-form assessments surface real-time insight into financial stress levels, behaviors, and financial readiness indicators. Employees track their progress while leadership gains aggregated visibility into workforce trends.
COACHING
Employees ask financial questions in real time and receive guided responses, relevant tools, and structured next steps. Proactive reminders and milestone nudges keep employees engaged and on track between live program sessions.
INTEGRATION
Vault connects with your existing HRIS and SSO systems for streamlined workforce access. Administrative controls allow leadership to configure deployment, manage permissions, and align platform engagement with organizational goals.
ANALYTICS
Aggregated reporting dashboards surface workforce engagement trends, participation metrics, and financial readiness indicators across your employee population. Leadership gets the data needed to make informed workforce decisions and prove program ROI.
No commitment required. Free 30-minute exploratory call.
Vault is an employee financial wellness platform that combines AI-powered personalization, real-time workforce analytics, and structured financial engagement in one scalable system designed for HR leaders.
In this short overview, see how Vault moves employees from financial stress to financial stability while giving HR leaders the reporting needed to measure program impact.
WHAT YOU WILL SEE
✓
The employee financial wellness platform experience.
✓AI-powered personalization and financial coaching tools.
✓
Workforce reporting and HR dashboard visibility.
✓
Integration with existing HR and benefits systems.
Vault gives HR leaders direct visibility into how employees are engaging with financial wellness across the organization. See who is participating, what behaviors are shifting, and where financial stress is concentrated across teams. Report outcomes to leadership with data that is always current and always actionable.
Every dashboard is built for HR and executive review. Clean, exportable, and designed to prove program ROI without requiring a data analyst to interpret it.
Monitor logins, sessions, content interaction, and platform adoption rates across individuals, teams, and departments. Know exactly who is engaging and who needs a nudge.
Track aggregated financial stress trends, assessment benchmarks, and behavior progress data to identify where your workforce needs the most support — before it shows up in productivity or turnover.
Analyze engagement trends, pathway progression, and behavior changes over time. Measure financial wellness impact through participation, behavior change, and retention indicators.
Downloadable reports and executive dashboards designed for HR and leadership review. Walk into leadership meetings with clear data showing how financial wellness is impacting engagement, retention, and workforce stability.
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.
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.
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
Vault is not a standalone software purchase. It is the digital foundation of a fully integrated financial wellness program that includes live education, expert-led events, and ongoing engagement support. Every component is designed to work together so your workforce gets more than access. They get results.
YOU ARE HERE
The always-on digital hub. AI-powered personalization, interactive tools, financial health tracking, and workforce reporting. Available to every employee, every day.
VIRTUAL DELIVERY
Live and recorded virtual financial education sessions that reinforce platform content and drive participation. Scalable across remote and distributed workforces.
IN-PERSON DELIVERY
On-site financial education sessions that bring structured learning directly to your workforce. From single-session seminars to full-day immersive workshops.
SPEAKING
High-energy keynote presentations for all-hands meetings, conferences, and corporate events. Designed to inspire workforce-wide engagement with financial wellness.
Vault is built for secure enterprise deployment. Every element of the platform is designed to meet the security, access, and compliance standards your organization requires.
Single sign-on authentication and secure access controls ensure employees access Vault through your existing identity management infrastructure with no additional credentials required.
All employee data is encrypted and handled in alignment with enterprise security standards. Vault is designed to protect workforce data at every stage of the platform experience.
Vault connects with your existing HRIS for streamlined workforce access and deployment. Employee data syncs securely so your HR team is not managing a separate platform database.
Leadership and HR administrators can configure deployment settings, manage user permissions, and align platform access with organizational structure and engagement goals.
Have specific security or compliance requirements? Our team works directly with your IT and security stakeholders during the deployment process to ensure Vault meets your organization's standards. Contact us to discuss your requirements.
BOOK YOUR CALLOPTION 1
A flexible per-employee monthly pricing model that scales with workforce size. Ideal for organizations that want predictable costs aligned with headcount.
Pricing based on employee count and program tier. Contact us for a quote.
OPTION 2
Vault scales from mid-size employers to enterprise organizations. Pricing and deployment are structured around your workforce size and engagement goals.
Most common structure for mid-size and enterprise organizations.
OPTION 3
For large or complex organizations with unique deployment, integration, or engagement requirements. Custom program architecture and pricing available.
Includes dedicated deployment support, advanced reporting, and executive-level program insights.
Every deployment begins with a 30-minute exploratory call. Our team works with you to determine the right pricing structure and implementation approach for your organization.
Financial stress already impacts productivity, absenteeism, and employee retention across many organizations. Vault provides a structured financial wellness platform designed to help employees build financial stability while giving HR leaders measurable insight into program impact.
✓ No commitment required
✓ Free 30-minute call
✓ Custom program design
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.
The Vault Financial Wellness Hub supports organizations delivering financial education through live and virtual training programs. Many companies pair the platform with financial wellness workshops, financial wellness seminars, and financial wellness webinars to reinforce key financial concepts between training sessions. Employees can revisit lessons, access financial tools, and continue building their financial knowledge long after a live session ends.
The Hub is a digital platform that delivers personalized financial education, interactive tools, and an AI money coach to help employees build confidence, lower stress, and manage money effectively.
Employees take short assessments for financial health, stress, and money personality. The Hub creates custom action plans, recommends content, and tracks progress over time.
30 plus courses, thousands of resources, and always on tools like a budget planner, debt payoff calculators, retirement readiness checks, home affordability, auto lease vs buy, and student loan snapshots.
Earnie answers money questions instantly and routes employees to the right videos, articles, and tools inside the Hub. Think quick guidance plus smart navigation.
Real time analytics show logins, content usage, course completion, and stress trends. Results support retention, productivity, and benefits engagement while keeping individual data private.
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.