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MBA Endorses SmartDollar




“Finally a platform that can bring financial wellness to every employee in our organization regardless of their income level or position in life!”

SmartDollar meets people where they are, featuring more than seven hours of fun and entertaining video content. SmartDollar was designed to be a self-paced program to allow people to consume the content on their own schedule. Click here to speak to a Smartdollar representative today!


Fun & Entertaining

We deliver an engaging style that captures people’s attention long enough to be able to educate and empower them to take control of their money.

Simple & Practical

We provide simple and practical, commonsense instruction on how to handle money in a way that applies to real life.

Inspiring & Life-Changing

Education without inspiration is ineffective. When people see someone like them changing their financial lives, they begin to believe that they can too.

In America, Broke is Normal


The Case for Financial Wellness


Education That Inspires and Creates Lasting Behavior Change

A holistic view of financial wellness education is the only way to create lasting behavior change. For more than two decades, we’ve been helping families change their financial futures one step at a time, and millions of families have started on a path to financial security by working our principles.

Best-in-Class Tools to Help Employees Implement What They’ve Learned

To make the SmartDollar experience complete, we have created best-in-class tools to help employees implement what they’ve learned. The SmartDollar tools are easily accessible, mobile-friendly, and fully integrated into the SmartDollar experience.

We Make Implementing a New Program Easy

We know that implementing new programs is not the top priority in your business. That’s why we make it easy. Our program is completely turnkey. We provide all of the promotion and marketing tools you need to experience success with SmartDollar. From spreading the word about the new program to reporting results and success stories, we’ve got you covered every step of the way.

With more than two decades of experience in behavioral economics, we have learned that there are certain times of the year when people are most likely to change the way they handle money. By using three waves of promotion along with general marketing campaigns throughout the year, we can better align our program with the natural patterns people experience in their everyday lives.

Reporting & Results of Employee Participation

Reporting is a key component of SmartDollar. Our initial wellness assessment is used as a means of benchmarking the financial health of your employees. The SmartDollar Financial Wellness Score comprises ten initial questions answered during the onboarding process. This wellness assessment was designed to focus heavily on behavioral finance, the leading indicator for retirement readiness.

Throughout the program, we continue to revisit the wellness assessment and include additional questions such as debt paid, dollars saved, and retirement contribution expectation changes. In addition to the wellness assessment data, we track all engagements within the application so we can measure overall participation and adoption of the program.