HR: Welcome to Banzai

Welcome to Banzai contains an overview of available Wellness Center resources. You can print or email this document to new or existing employees.

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Employee-Facing Best Practices

By incorporating this asset into new and existing employee programs and initiatives, you will help employees make better financial decisions and improve their overall financial wellness.

Numerous studies and industry reports have suggested that employees experience reduced financial stress, improved financial literacy, and increased engagement with their finances when employers offer financial wellness programs as part of their benefits. When employees feel financially secure, they are more satisfied with their jobs, show an increase in productivity, and are more likely to remain with their current employer.

1. Include Welcome to Banzai in onboarding materials: When new employees join the company, provide them with this document outlining relevant fin lit resources that empower them to make better financial decisions.
2. Pair this sheet with a customized employee collection: With the Direct product, you can create customized collections for your Wellness Center. Use this feature to build a collection of resources specific to helping employees adopt better financial habits.

Client-Facing Best Practices:

This document is a great tool for employees to use when preparing to recognize and fill your clients' needs. Hand it out so they'll know which resources are helpful to different account holders in every step of their financial journey.

1. Teach employees to refer to this sheet when aiding clients: Send employees a digital copy of Welcome to Banzai to reference in communications with account holders.