FinWell Platform Application

Digital Assessment & Training Platform

Please fill in this form for consideration to participate in the NAST Foundation’s Savings and Security Financial Wellness Digital Assessment and Training Platform. Funded by Wells Fargo & Powered by Enrich.

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* 1. *Name of public entity:

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* 2. *Complete mailing address:

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* 3. *Name of employee who will be the point of contact (POC) for this project:

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* 4. *POC’s email address:

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* 5. *POC's telephone number:

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* 6. If there are other employees who will be actively involved with this project, please enter name and contact information:

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* 7. *Do you currently have a digital financial assessment and training platform for your employees?

Yes

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* 8. *In a few sentences, describe how your office currently provides financial education opportunities to your employees/their families/retirees/others?

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* 9. *Describe your target audience. (For example: We have 1,000 FTE/PTE employees, an active newsletter of 200 recent retirees, an email list of 300 past attendees of our Women in Finance virtual conference, and an email list of 75 current or former Veterans who have requested information on this topic.)

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* 10. *Describe current or future incentive programs of how you would activate and engage participants to set up an account, fill in the demographic information, take the initial assessment and complete two or more modules.

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* 11. Describe your marketing and outreach efforts to attract and retain users.