Business Case Report

Build The Business Case For A Financial Well-Being Program

How To Demonstrate The ROI Of A Financial Well-Being Program

January 25th, 2023
Aurelie L'Hostis, Principal Analyst
Aurelie L'Hostis Principal Analyst
With contributors:
Oliwia Berdak , Tom Mouhsian , Christian Fischer , Carine Lam , Sam Bartlett

Summary

A financial well-being program can be a critical differentiator and transformation catalyst for financial services firms. But justifying investments in this space can be hard, given that business executives and finance teams may not fully understand the business value. To ensure buy-in and address sponsor concerns, financial services leaders must develop a business case that estimates the size of required investments and expected benefits, as well as when those will occur. This report outlines how to build an ROI model that can power a business case, including where to look for benefits, how to quantify them, and how to estimate the costs that a financial well-being program will incur.

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