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The challenge
The engagement gap
Your clients are already investing in financial wellness solutions. But many aren’t seeing the engagement they were promised, and it’s increasingly a renewal conversation you’re being asked to lead. Recordkeeper engagement often runs in the single digits. Point solutions solve one problem and get priced per head.
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Financial health outcomes you can prove to your clients
nudge reaches every employee first, then measures where they stand, builds an action plan from that number, and proves the impact your clients care about, in a connected loop powered by numa, the intelligence layer across the platform.
Engage
Proactive nudges get people acting.
nudge reaches employees at real moments through their preferred channels, including email, text message, MS Teams, and WhatsApp, not static content waiting to be opened. Personalized prompts with guidance drive over 60%+ average engagement across our client base, and engagement is what makes the outcome data real.
Understand
Every employee starts with a score.
A financial health checkup gives each employee a baseline financial health score. That is the number every later result is measured against, so improvement is provable, not asserted.
Act
Those scores create an action plan.
numa builds a personalized, prioritized action plan from that financial health score, plus the employee's benefits, life stage, and circumstances. The action plan is the engine. It re-prioritizes as things change.
Improve
Live insights show you the impact.
nudgenomics, our insights and analytics dashboard, turns all that activity into anonymized, benchmarked workforce insight, mapped to the KPIs your clients actually care about: retention, benefit utilization, plan leakage. You bring a data-backed story to the review, not a vendor swap.
A complement to the plans you already have
nudge works alongside the recordkeepers and carriers you have already put in front of your client. It drives engagement with the benefits you helped them choose, so your placements get used, not just bought.
A partnership built around you
Co-branded materials, referral opportunities, and a partnership team that knows how the broker relationship works. You get support that makes nudge easy to recommend and easy to stand behind.
Why nudge is different
Impartial
No product sales, no conflicts of interest. A trust-driven model that scales with reputation, not commission.
Proactive
Proprietary behavioral triggers, not generic content. A genuine product advantage, not a marketing claim.
Personalized
A data and integration layer: HRIS, benefits, and behavioral data combined that gets more valuable with every client and every year.
Localized
A genuinely global operating model that few competitors can replicate at this depth of financial guidance, in this many markets.
Experienced
Over a decade of longitudinal behavioral data, a compounding data asset that gives you the insight to influence effective change with your clients.
Workforce insight you can bring to every renewal
nudgenomics, our financial health analytics dashboard, gives your clients visibility into their people's financial needs and pressures. A data-backed story for the next benefits review, not just a vendor swap. Data analytics also provides the opportunity to understand your client and drive more finacial related activities.
Benefits guidance that makes your placements land
Every plan you help a client choose is worth more when employees understand and use it. Clients have seen a 72% increase in equity plan take-up (AXA) and retirement beneficiary nominations grow from under 5% to 45% (GSK). That's the kind of uptick that makes your next renewal conversation easy.
A measurable business impact story
Engagement, action, and outcome data mapped to the goals your client cares about: retention, plan leakage, benefit utilization, for you to bring back to the table.