Advancial@Work

A no-cost benefit that offers total financial wellness.

Advancial@Work

A no-cost benefit that offers total financial wellness.
As a credit union, Advancial is a no-cost benefit to your employees, members or residents that allows them access to a variety of financial products and services. This benefit requires no time or effort on your part. You simply sit back and let Advancial bring all of the benefits of membership to you.


60% of employees would be more likely to stay at a job that offers financial wellness benefits.1

96% of those who attended an Advancial Financial Education event plan to make a change in order to improve their financial position in the future.2


100% of organizations are eligible for membership with Advancial. We have partnerships with organizations around the country, across industries and of varying sizes. 

What your employees, members or residents get:


What your organization gets:

Credit Union Eligibility
Offering credit union membership provides you with an additional benefit at no cost to your organization. This unique benefit is a helpful tool for recruiting and retaining quality employees or members. Credit union affiliation will help your organization compete for industry or community awards.

 
Financial Wellbeing Resources
Advancial offers on-site seminars, on-demand and live webinars, online education courses plus monthly contests and challenges designed to help attendees reach their financial goals. In fact, 96% of those who attended an Advancial Financial Education event plan to make a change in order to improve their financial future.2

 
Effortless Integration
There are no contracts to sign; simply a letter stating your company or association's desire to offer access to credit union membership through Advancial. There is no participation requirement and Advancial will provide all informational materials and resources needed to introduce and maintain the relationship with the credit union.

 

 



 


Stay in Touch

Sign up for our newsletter to stay up-to-date on our webinars, special offers and the latest news in the financial wellness world!
 


Learn more about what we offer:


Let's Connect

Contact us for more information or to learn how you can offer Advancial as a benefit.

 
 
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Jennifer Bell 

 
 
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Lacey Maynor
How do we apply?
Is there a contract to sign?
Is there a minimum number of employees or members requirement in order to join?
What kind of involvement is expected from my organization?
What is a Select Employer Group or Select Association Group
1Sourced on 2.23.2021 from a 2019 article on BestMoneyMoves.com
2Advancial employee education survey. Data January 2020 - February 2021

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Advancial Checking 101: Smart Ways to Manage Your Money

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How to incorporate financial education into your wellness program

When it comes to Workplace Financial Wellness, one of the first questions asked by Benefits Administrators is, “How do I incorporate this type of benefit into my overall wellness plan?”
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We do business in accordance with the Federal Housing Law and the Equal Opportunity Act.

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Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States government.

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