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6 Trends to Watch in Benefits and Financial Services
By Becky Seefeldt March 19, 2025
The benefits and financial services landscape is evolving fast! From personalized benefits to AI-driven planning and decision support, here are six key trends you need to know
How AI and Automation are Reshaping Benefits & Financial Services
By Becky Seefeldt March 12, 2025
AI & Automation are affecting nearly every aspect of our lives, but what do they mean for benefits and financial services?
How to Position Yourself as a Thought Leader
By Becky Seefeldt March 5, 2025
Follow these 3 easy steps to position yourself as a thought leader.
What are your marketing needs? Understand the difference and which is right for your business.
By Becky Seefeldt February 26, 2025
As businesses grow, so do their marketing and branding needs. Should you hire a strategic advisor, bring in a fractional CMO, contract project support, or commit to a full-time marketing leader?
The Alphabet Soup of Consumer-driven Benefits
By Becky Seefeldt February 24, 2025
Consumer-driven benefit accounts can be a confusing alphabet soup of acronyms and terms. Understand the old, the new and the proposed.
What to know about Individual Coverage HRA -- Is ICHRA the next HSA?
By Becky Seefeldt February 17, 2025
ICHRA is paving its own way in the benefits landscape, but they also have a number of similarities to HSAs. What can we learn from HSAs and what is next for ICHRAs?
5 Tips to a Successful Benefits Communication Strategy including downloadable Sample Calendar
February 12, 2025
An effective benefits communication strategy takes an ongoing communication approach which incorporates required notices, reminders, enrichment opportunities, and life stage personalization to create a comprehensive approach.
Maximizing Your Benefits: A year-round guide
By Becky Seefeldt January 29, 2025
Understanding and maximizing your benefits can make a significant difference in your overall well-being and financial health. By taking the time to inventory your benefits, understand their rules, and stay organized, you can make the most of what’s available to you.
Meet people where they are
By Becky Seefeldt January 23, 2025
Personalization and meeting people where they are is about creating a tailored approach to communication that resonates with the audience on a personal level. By understanding who they are, how they prefer to receive information, and what truly matters to them, you can craft messages that not only capture their attention but also drive engagement and action.
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