Financial Education

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Financial wellbeing for HSBC employees

Today’s employees are increasingly looking to employers for more than just a job. Employers can help improve their employees’ financial wellbeing by providing them with the knowledge to make informed decisions about budgeting, saving and managing money effectively.

As a financial services organisation, HSBC believed this was integral to the ‘duty of care’ to it’s employees, and so developed a platform with Willis Towers Watson that aimed to inspire and educate employees. Landscape were asked to create three key digital tools that were wrapped up within a long-term ‘Know You’ communications campaign.

‘Know Your Priorities’ helps employees learn about the different types of financial protection available for employees and their family. ‘Know Your Goals’ is a simple tool designed to help them know themselves a bit better and learn more about a range of investment products (and their associated risks). ‘Know Your Options’ is a simple saving vs borrowing calculator that helps employees decide which approach is best.

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‘Act like an Owner’ with Coca-Cola

Coca-Cola encourages their employees to ‘Act like an Owner’ and a key part of this is to understand how everyone’s actions contribute to the company’s growth. We were asked by Willis Towers Watson to create an app that drives the four key business metrics.

The learning map is an interactive scrolling journey that breaks down the actions and behaviours each employee needs to know. Employees are segmented based on job function and seniority, which then changes the content they would experience within the map. It explains terms and definitions, and helps employees understand what they can do in their role to support company growth.

Over 3300 users completed the experience, with 24% indicating an increase in their knowledge of a complex series of performance measures and targets.