Financial Wellness-focused Corporate Social Responsibility for Financial Industry Professionals
For those with a desire to fulfill their Corporate Social Responsibility (CSR) objectives and create a measurable social impact in targeted geographic communities – financial wellness programming is a viable solution that aligns with your core business objectives.
Businesses in the financial industry are capitalizing on CSR programs to offer a way to achieve brand differentiation and connect with potential clients on a deeper level. Companies leading CSR campaigns receive benefits that support their core business objectives.
Your Community Needs Financial Wellness Programming
People are going through financial challenges in your community. From kids missing necessities to families seeing retirement dreams slip away, personal finances affect all areas of their lives – from health and well-being to happiness and security.
Your Financial Industry Offerings are Helping – But Cannot Help Everyone
Across all financial industry sectors, there are individuals who are not qualified for the services you provide, lack interest to seek them out, or lack the financial knowledge to make decisions about what you offer. Providing your community with access to financial education programming can help them get the services they need to work toward better financial futures.
Large Shift to CSR Among Financial Industry Professionals
Americans are the most giving people in the world in terms of volunteerism and donations. This mindset also extends to their expressed desire to do business with socially responsible companies. To align themselves with this shift in American values, the larger players in the financial industry have moved substantial marketing dollars toward CSR programming. Fortune 500 companies spend about $20 billion per year (up from $120 million in 1990) and 86% of S&P 500 Companies published CSR reports in 2018 (up from 20% in 2011).
A good portion of financial industry CSR monies are invested into financial wellness campaigns, to the tune of about $160 million annually or 4% of their total marketing budgets, according to the Consumer Financial Protection Bureau.
S&P 500 Publish CSR Reports
Financial Wellness CSR Program Reports Demonstrate Positive Community Impact
We provide organizations and individuals who champion financial wellness programming in their communities with a detailed report that outlines key performance indicators of the campaign’s social and business impact.
Social Impact Measures
Business Impact Measures
