Management Consulting
Aon
Full Credential Description
In 2018, FIS, a provider of financial software and services, sought to enhance their financial wellbeing offerings for employees. The primary challenge was to increase awareness and education around their existing financial wellbeing program without introducing new benefits. Aon initiated the process by conducting an in-depth engagement workshop that included an audit of FIS's current communications and the development of a new internal brand for financial education. Aon created a digital, interactive financial education guide that consolidated all relevant information for employees. This guide provided practical tips on managing spending and wellbeing, along with details on available benefits. To tailor the information effectively, Aon employed attitudinal segmentation, developing four distinct personas that helped employees understand which benefits were most applicable to their individual financial situations. An awareness campaign was launched to promote the guide, featuring a line manager pack to encourage team leaders to advocate for the program, along with printed posters and digital banners to stimulate interest. Following the launch, a survey revealed a strong employee demand for more information and engagement with the benefits offered. Employees expressed appreciation for the diversity of benefits and requested more interactive sessions. In response, Aon and FIS agreed on a phased approach to content rollout, allowing for adjustments based on employee feedback. In 2019, Aon continued to collaborate with FIS to expand their wellbeing initiatives, integrating financial education with broader wellbeing campaigns that addressed physical, social, and emotional health. New communication tools included webinars and animated videos that provided insights on financial management topics such as budgeting, debt management, and FIS benefit provisions. These sessions were designed to be interactive, allowing employees to ask questions and engage directly. The ongoing efforts were well-received, with positive feedback on the webinars indicating a successful engagement strategy. Aon planned to review the activities and adapt the strategic plan for 2020, aiming to further enhance financial learning opportunities for FIS employees. The financial education program not only empowered employees to make informed decisions regarding their benefits but also contributed to a culture of financial wellbeing within the organization.