iGrad and Partners Federal Credit Union Collaborate to Provide Enrich Personalized Financial Wellness Program to 163,000 Members

Partners Federal Credit Union has made an exciting partnership with iGrad, a San Diego-based financial education company, to offer the Enrich™ financial wellness platform to its 163,000 members. The Enrich platform features the Your Money Personality™ financial behavior assessment, which helps analyze each user’s financial “personality.”

This program includes a wide range of financial education courses with personalized action plans on topics such as budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, and financial planning. Additionally, it offers retirement and home affordability analyzers, a suite of student loan and higher education tools, personal finance calculators, and a real-time budget tool.

Partners Federal Credit Union, the credit union for The Walt Disney Company, including cast members, crew, Imagineers, retirees, employees, and their families, is committed to meeting its members where they are and supporting their financial goals through innovative products and services, advocacy, and education.

The Enrich platform is available in English, Spanish, French, and Creole, ensuring accessibility to a broad audience. This aligns with Partners CEO Ricky Otey’s promise to provide engaging and personalized tools and resources to improve financial well-being at any stage of the financial journey.

With artificial intelligence technology, the Enrich platform engages users with the most relevant content based on their financial situation and stage of life. It includes dynamic tools and courses, delivering a highly personalized and interactive learning experience on various financial topics.

In light of the 2021 Capital One CreditWise and 2022 PwC Employee Financial Wellness Survey’s findings on financial stress, Enrich users are given the tools to track improvements in their financial wellness and stress levels. Recent data revealed that participants experienced a significant drop in stress levels as they improved their financial understanding.

Positive behavior changes among Enrich users include a notable increase in emergency savings funds, more users paying off their credit cards in full every month, and a higher number of participants contributing to their retirement plans.

Donna Miller, iGrad’s vice president of business development, noted that improved financial wellness can have a significant positive impact on overall quality of life. With many adults concerned about their financial future, iGrad is proud to be part of Partners Federal Credit Union’s commitment to improving the financial wellness of its members.

Overall, the partnership between Partners Federal Credit Union and iGrad demonstrates a dedication to providing valuable resources and support for their members’ financial well-being. With the Enrich platform, members can access personalized financial education and tools to achieve their financial goals and reduce financial stress.