Integrated Financial Wellness: Coaches & Calculators

Bringing Banzai's financial wellness tools closer to your employees.

Written by
Kendall Buchanan
Published on
October 1, 2024
Integrated Financial Wellness: Coaches & Calculators

We are bringing the full weight and power of Banzai's extensive financial wellness tools to Pendant in a series of updates we'll be making, beginning with integrated financial wellness links.

Integrated Wellness: The Coach

What do I mean by "integrated"? Let's take a look:

New Coach Link

Here I've attached Banzai's Retirement Funds Coach, which compare's an employees savings across Roth and Traditional retirement accounts, to text within a Pendant benefit page. Note the icon denoting the special coach link—hovering over it indicates that it's more than just a link.

Clicking the Get Started button opens the coach in a pop-up modal, ensuring the employee doesn't lose his or her place in Pendant:

As an admin, you have the power to place these links anywhere in the body of your benefit page:

Coaches are incredibly powerful, and Pendant offers coaches covering topics such as estimating retirement income, repairing credit, enrolling in health insurance, creating budgets, and getting out of debt.

Integrated Wellness: Calculators

Equally powerful is the ability to embed Banzai's financial calculators right on to Pendant's benefit pages.

In this example, the Retirement Calculator helps employees estimate their retirement income based on current savings, a standard rate of return, and future Social Security benefits.

Similar to coaches, in Pendant you have the ability to embed Banzai's calculators to any benefit page:

Conclusion

Integrating Banzai's award-winning financial wellness tools directly into your Pendant benefit pages can help your employees become more aware of the powerful wellness benefits your offering, and ensure that they discover those tools at more timely moments. We have lot more we're developing to help your employees be more financially fit, so check back soon!

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