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Balancing personalization and data privacy to create financial wellness programs that resonate with employees.


LL Global, Inc., and PwC recently sponsored an executive roundtable to discuss how leading providers are using data to improve outcomes from financial wellness programs and the issues around such data usage. Findings include:

  • Regulatory guidance is vague, so using data to support financial wellness is challenging
  • Successful programs communicate with transparency about using and protecting data
  • Good program governance is important regardless of program structure

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