Worksite

Bringing financial wellness education to worksites nationwide.

Eighty percent of employers report that financial stress is lowering their employees’ performance level, and it’s costing them nearly half a trillion dollars annually.

Sage brings financial wellness to employees through a simple 3-5 minute individualized assessment.

The individual employees will be given smart automated education based on their personalized results.

Then, SAGE confidentially compiles the group level results and provides HR teams and employers with group-level data which aides in benefit package decision-making.

The Sage Difference

Proprietary Technology Platform Assess Individual Financial Needs.

Education Focused & Simple.
Data Analytics & Reporting for HR to Drive Benefits Decision Making.
Year-Round Custom Education Based on Specific Group Data.

Transformational Analytics

  • Visualize employee concerns & needs
  • In-depth review by our data analytics team
  • Educational needs assessment
  • Identify employee benefit gaps
  • Offer for real time data based HR decisions 
  • Assess trends over time for quality improvement