The Fluency Program
How it works
Fluency handles implementation, communication, and ongoing engagement. Your team provides direction. We do the rest.
Discovery & Setup
A single one-hour call. We tailor the rollout to your company's goals, branding, and workforce demographics. You approve. We build.
- ✓1-hour discovery call
- ✓Company branding applied
- ✓Launch plan created
- ✓Communication materials prepared
Launch
We provide all employee-facing materials. Your team sends one email. The program is live.
- ✓Launch email template provided
- ✓Onboarding webinar scheduled
- ✓Employee resources activated
- ✓HR dashboard access granted
Ongoing Engagement
Monthly communication campaigns, topic-based education, and strategic optimization keep engagement strong all year.
- ✓Monthly campaigns planned and sent
- ✓Topics tied to the financial calendar
- ✓Curated webinars provided quarterly
- ✓Utilization reporting delivered monthly
What's Included
Everything in the Fluency program
Financial education library
Hundreds of articles, videos, and interactive modules from a best-in-class platform.
Personalized learning paths
Employees guided toward content relevant to their life stage and financial goals.
Practical employee tools
Budget planners, retirement calculators, and decision-support tools available immediately.
Utilization reporting
Understand engagement patterns and workforce financial trends without asking for data.
Monthly communication campaigns
Written, designed, and delivered by Fluency — no copywriting required from HR.
Ongoing partnership support
A dedicated point of contact, not a ticket queue. Real support from people who know your program.
Ready to see it in action?
A 30-minute conversation is all it takes to understand whether Fluency is the right fit for your team.
Book a Demo