The Financial Well-Being Business Case Metrics Inventory

Assess Whether You Have The Right Metrics To Measure The Business Impact Of Your Financial Well-Being Initiatives

January 25th, 2023
With contributors:
Oliwia Berdak , Tom Mouhsian , Andrew Pelletier , Carine Lam , Sam Bartlett


To create a business case with demonstrable ROI for a financial well-being program and justify investment, leaders need to tie their financial well-being initiatives to financial performance. Leaders should consider three key levers that typically matter the most to executives — revenue, cost, and resilience — and the metrics that are associated with those three profit pillars. Use this template as a starting point for defining the business outcomes that matter for your organization, and identify which business outcome metrics you need to track to measure the impact of your program.

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