my3B™ Enterprise is specifically created to improve awareness and interest in financial planning for the future.
The assessment uncovers biases, behavioral preferences, and blindspots in financial decision-making with a focus on retirement preparedness.
Employees receive personalized reports and you’re notified, too, so you can measure program success and plan further programs if necessary.
The my3B™ Enterprise assessment is designed to raise employees’ awareness of the need for financial planning and develop an understanding of the psychological factors that may affect financial decision-making.
The report provides analyses and enables individuals to recognize gaps between attitudes and behavior, which generates the motivation to become more engaged.
Finally, the report offers practical recommendations for action to overcome mental and behavioral pitfalls and make decisions that contribute to long-term financial security.
It’s easy to roll out my3B™ Enterprise in your organization.
Upload employee names and emails via an Excel file.
Send emails with an assessment invite with just one click.
Upon completion, your employee receives a personalized report and you receive a confirmation.
When it comes to your employees’ financial future, lost time means lost money. Register now with your email address and receive a complimentary assessment to learn how you can help your employees to start preparing today.