In 2018, Wells Fargo hosted more than 80,000 events focused on financial health through the Wells Fargo At Work program

Financial health programs are increasing in demand. In fact, three out of five employers plan to offer financial wellness benefits in the future, according to the Wells Fargo Insurance 2017 Employee Benefits Strategy, Actions and Behaviors study.

At Wells Fargo, we want to provide our customers personalized support, proactive guidance and encouragement they need to take action and improve their financial health. The programs we offer through Wells Fargo At Work help achieve this goal.

The Wells Fargo At Work program is a workplace benefit designed to support the financial health of employees of Wells Fargo business customers by providing them with the tools and expertise they need to succeed financially.

Participants can take advantage of onsite workshops, webinars and set up private consultations with Wells Fargo advisors on topics like budgeting and saving, strengthening credit, and identity protection, to name a few. Through Wells Fargo At Work, this service is provided for our business clients at no cost and is offered to Wells Fargo business customers as an employee benefit.

“An effective financial health program should look at how all the pieces of an individual’s financial life fit together,” said Wells Fargo’s Arizona Central Region Bank President Lisa Riley. “When employees face fewer financial worries and distractions, employers benefit from a focused, engaged, and productive workforce. Financial health programs can also increase employee engagement, reduce absenteeism, and improve physical health in employees.”

The financial health programs offered through Wells Fargo At Work include in-person financial consultations and workshops with a dedicated program manager, online training modules for all stages of life, tools for tracking spending and savings, support for company initiatives, and a comprehensive curriculum including budgeting, debt management, credit monitoring and retirement planning tailored to the needs of each individual.

Wells Fargo also offers a growing set of tools to help customers manage their spending, saving, debt and retirement planning, and take action to improve their financial health. For example, Wells Fargo’s “My Spending Report” offers a snapshot view of a customer’s monthly spending, budget goals, and averages over time. The information is automatically updated so the individual can monitor their progress and even make adjustments.

To learn more about Wells Fargo At Work, visit

Posted by Danny Imes