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Money stress affects everyone, whether you've just graduated from college or you're nearing retirement age. This issue was prevalent at Triad Financial Services, which has over 600 employees. During an employee benefits survey, Haley Sheldon, the employee experience partner at Triad Financial Services, identified this significant issue and was determined to take action to solve it.
"What we found with our team members was that they were stressed out about money often and didn't really have anywhere to turn to for guidance.”
-Haley Sheldon, employee experience partner at Triad Financial Services
That's where Your Money Line came in. Haley was impressed by how the Your Money Line team worked to understand Triad's unique needs and priorities deeply.
Triad promoted the Your Money Line service to employees through town halls and their rewards recognition platform, encouraging them to take advantage of the financial coaching and resources available.
Triad Financial employees are seeing the positive impact of Your Money Line:
“I love that my financial guide gave me options to review and encouragement on pushing ahead.” -Triad financial services employee
"The feedback that I've received from our team members is that when they have spoken to the experts on the other end of the phone, they make them feel comfortable and that they are learning when they're talking to them," Haley shared.
Triad employees appreciate that the Your Money Line financial guides take the time to understand their individual goals and don’t just provide a generic "one-size-fits-all" approach.
"It's not just somebody telling you what to do, it's asking you what your goals are," -Haley Sheldon, employee experience partner at Triad
This personalized guidance has benefited Triad's team.
"Your Money Line empowers them to be able to take [their finances] into the control into their hands." -Haley Sheldon
Overall, Triad has been thrilled with the impact of the Your Money Line partnership. They’ve praised the level of customization and responsiveness from the Your Money Line team, saying, "I like the way that it's very company-specific, the way that you guys make your initiatives for engaging your team, the team members. So that would be one of my favorite things about working with you all."
By investing in the financial well-being of its employees, Triad Financial Services has demonstrated a genuine commitment to supporting its team. With the help of Your Money Line, Triad is empowering its workforce to take control of their finances and achieve their goals.
