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    Request a Call

    Thriving Together

    Customer Support Options

    Hello there! It seems like you need some assistance. No worries – we’ve got you covered!

    Check out these amazing customer support option. 😉 Pick the one that tickles your fancy, and we’ll be on our way to helping you out in no time!

    Edit Content

    Thriving Together

    Schedule a Product Demo

    Let’s begin below.

    Edit Content
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    Thriving Together

    Send Us A Note

    Hey there! We are totally excited to get a message from you! Don’t be shy, drop us a line below and let’s start a conversation! Can’t wait to hear what you have to say!
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      Personal Information


      Edit Content

      Thriving Together

      Product Support

      To obtain product support please click on the link below.  This will bring you to WorkforceWellbeing.com.  Please login and select the chat icon at the bottom right of your screen to let us know the type of support you are in need of.

      Edit Content

      Thriving Together

      Give Us a Call

      “Hey there! We’re dying to hear from you! Please give us a ring on our support line.  Let’s make some magic!

      FAST FACTS

      Iota's Impact By The Numbers

      Here’s what being a customer-focused company has allowed us to accomplish.

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      Years Approving Wellbeing
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      Iota – Employee Experience

      [vc_row content_placement=”top” css_animation=”none” content_text_aligment=”right” simple_background_color=”#ebf0ff” parallax_background_image=”1142″][vc_column][mkdf_elements_holder holder_full_height=”no” number_of_columns=”one-column” switch_to_one_column=”” alignment_one_column=”right”][mkdf_elements_holder_item horizontal_alignment=”right” item_padding=”151px 50px 0px 669px” item_padding_1367_1600=”150px 20px 0px 603px” item_padding_1025_1366=”100px 20px 0px 560px” item_padding_681_768=”150px 30px 248px 30px” item_padding_769_1024=”247px 15px 0px 499px” item_padding_680=”85px 0px 231px”][mkdf_animation_holder animation=”mkdf-element-from-bottom”][mkdf_single_image enable_image_shadow=”no” enable_rounded_image=”no” image=”9542″ image_size=”full”][/mkdf_animation_holder][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][/vc_row][vc_row content_placement=”top” css_animation=”none” row_content_width=”grid” content_text_aligment=”right”][vc_column css=”.vc_custom_1528281355667{margin-top: -500px !important;}”][mkdf_elements_holder holder_full_height=”no” number_of_columns=”one-column” switch_to_one_column=”” alignment_one_column=”right”][mkdf_elements_holder_item item_padding=”0 63% 290px 0″ item_padding_1367_1600=”130px 56% 106px 0″ item_padding_1025_1366=”161px 56% 117px 0″ item_padding_769_1024=”180px 38% 110px 0″ item_padding_681_768=”270px 8% 0px” item_padding_680=”280px 0px 0px”][mkdf_section_title type=”standard” position=”left” title_tag=”h2″ disable_break_words=”no” text_tag=”p” text_font_weight=”” title=”Employee Experience” text=”We help employees enjoy work and life more by improving their financial performance.” text_line_height=”33px” text_font_size=”20″ title_break_words=”1″][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][/vc_row][vc_row content_text_aligment=”left” css=”.vc_custom_1564769619948{margin-right: 0px !important;padding-top: 130px !important;padding-bottom: 125px !important;}”][vc_column css=”.vc_custom_1564769352103{margin-right: -100px !important;}” offset=”vc_col-lg-6 vc_col-md-12″][mkdf_elements_holder holder_full_height=”no” number_of_columns=”two-columns” switch_to_one_column=”” alignment_one_column=””][mkdf_elements_holder_item item_padding=”225px 0 0 300px” item_padding_1367_1600=”150px 1px 0 60px” item_padding_1025_1366=”150px 0 0 23%” item_padding_769_1024=”0px 9% 0 12%” item_padding_681_768=”0px 6% 0 10%” item_padding_680=”0px 6% 0 12%”][mkdf_section_title type=”standard” position=”left” title_tag=”h3″ disable_break_words=”no” title=”Their Experience is Where We Begin”][vc_empty_space height=”14px”][vc_column_text]

      Some employees are buried in debt; others are trying to save money toward their first house; while still others are getting ready for retirement. Wherever your employees are financially, that’s where we meet them.

      From budgeting to investing to retirement planning, the scope of our content and tools allows us to engage each of your employees in a way that is most meaningful to them. It’s their money and their lives. Our job is to show them how to get the most out of both.

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      Depending on which of our financial wellness program components you decide to implement, your employees will experience the following activity flow:

      1. Complete an online financial wellness assessment to clarify current financial well-being.
      2. Receive a scorecard that identifies current performance for key financial indicators.
      3. Receive a Performance Playbook that defines the learning and skill-building required to close any gaps between current and optimal financial performance.
      4. Use the Performance Playbook as a guide to engage educational content and tools.
      5. As needed or desired, work one-to-one with a financial wellness coach.

      Depending on how you configure your program, participants may earn points, badges, and other incentives for completing activities.

      [/vc_column_text][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][/vc_row][vc_row disable_element=”yes” css=”.vc_custom_1564768812494{margin-right: 5px !important;margin-left: 0px !important;padding-top: 100px !important;padding-bottom: 125px !important;}”][vc_column css=”.vc_custom_1528291979576{margin-right: -100px !important;}” offset=”vc_col-lg-5 vc_col-md-12″][mkdf_elements_holder holder_full_height=”no” number_of_columns=”two-columns” switch_to_one_column=”” alignment_one_column=””][mkdf_elements_holder_item item_padding=”225px 0 0 300px” item_padding_1367_1600=”150px 1px 0 60px” item_padding_1025_1366=”150px 0 0 23%” item_padding_769_1024=”0px 9% 0 12%” item_padding_681_768=”0px 6% 0 10%” item_padding_680=”0px 6% 0 12%”][mkdf_section_title type=”standard” position=”left” title_tag=”h3″ disable_break_words=”no” title=”The Technology Experience”][vc_empty_space height=”14px”][vc_column_text]

      Your employees can learn anytime, anywhere, and on any device with our intuitive learning platform. Our platforms’s features include:

      • A user dashboard for a quick look at events and access to resources.
      • Gamification points, badges, and leaderboards.
      • A community forum to share learning and best practices.
      • Registration for onsite and online events.
      • A personalized Performance Playbook to guide learning and financial performance improvement.
      • Learning activity history, transcript, and certificates.

      [/vc_column_text][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][vc_column css=”.vc_custom_1539959428130{margin-right: 0px !important;border-right-width: 0px !important;padding-top: 150px !important;padding-right: 0px !important;}” offset=”vc_col-lg-7 vc_col-md-12″][mkdf_elements_holder holder_full_height=”no” number_of_columns=”one-column” switch_to_one_column=”” alignment_one_column=”right”][mkdf_elements_holder_item horizontal_alignment=”right” item_padding=”0px 50px 0 0″ item_padding_769_1024=”0px 100px” item_padding_681_768=”0px 50px” item_padding_680=”0px”][mkdf_animation_holder animation=”mkdf-flip-in”][mkdf_single_image enable_image_shadow=”no” enable_rounded_image=”no” image=”9548″][/mkdf_animation_holder][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][/vc_row][vc_row content_placement=”top” row_content_width=”grid” css=”.vc_custom_1538573640907{margin-right: 5px !important;margin-left: 0px !important;padding-top: 100px !important;}”][vc_column offset=”vc_col-lg-6 vc_col-md-12″ css=”.vc_custom_1564769781281{padding-right: 25px !important;}”][mkdf_elements_holder holder_full_height=”no” number_of_columns=”one-column” switch_to_one_column=”” alignment_one_column=””][mkdf_elements_holder_item item_padding_769_1024=”21px 10% 0 3.5%” item_padding_681_768=”26px 2.2% 0 3%” item_padding_680=”0px” item_padding=”60px 0px 0 20px” item_padding_1367_1600=”0px 0px 0 24px” item_padding_1025_1366=”0px 0px 0 0px”][mkdf_section_title type=”standard” position=”” title_tag=”h3″ disable_break_words=”no” title=”Assessment” title_color=”#6a56a6″ title_break_words=”2″][vc_empty_space height=”14px”][vc_column_text]

      While virtually all employees have a general idea of how they feel about their money, they may not know how to translate that feeling into action.

      Our financial wellness assessment (FWA™) is a first step in that translation. Offered online and typically taking 20-25 minutes to complete, the FWA clarifies an employee’s current financial situation based on key performance indicators. The FWA uses both subjective and objective measures of financial well-being, including financial knowledge, confidence and best practices in goal setting, cash flow management, risk management, employee benefits, and financial relationship management.

      The chief deliverables of the FWA are a scorecard summarizing current financial well-being and a Performance Playbook that details a pathway to performance improvement. Each employee’s FWA results are secure and confidential.

      [/vc_column_text][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″ css=”.vc_custom_1539959460772{padding-top: 100px !important;padding-right: 50px !important;}”][mkdf_floating_images main_image=”9553″ main_image_width=”53″ aux_image=”9551″ aux_image_width=”53″ aux_image_x_offset=”-90″ aux_image_y_offset=”5″ main_image_shadow=”rgba(137,173,255,0.35)”][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row css=”.vc_custom_1538573691170{margin-right: 5px !important;margin-left: 0px !important;padding-bottom: 125px !important;}”][vc_column css=”.vc_custom_1564769832594{margin-right: 0px !important;border-right-width: 0px !important;padding-top: 200px !important;padding-right: 0px !important;}” offset=”vc_col-lg-6 vc_col-md-12″][mkdf_elements_holder holder_full_height=”no” number_of_columns=”one-column” switch_to_one_column=”” alignment_one_column=”right”][mkdf_elements_holder_item horizontal_alignment=”center” item_padding=”0px 50px 0 0″ item_padding_769_1024=”0px 100px” item_padding_681_768=”0px 50px” item_padding_680=”0px”][mkdf_animation_holder animation=”mkdf-flip-in”][mkdf_single_image enable_image_shadow=”no” enable_rounded_image=”no” image=”9559″][/mkdf_animation_holder][/mkdf_elements_holder_item][/mkdf_elements_holder][/vc_column][vc_column css=”.vc_custom_1564769843312{margin-right: -100px !important;}” offset=”vc_col-lg-6 vc_col-md-12″][mkdf_elements_holder holder_full_height=”no” number_of_columns=”two-columns” switch_to_one_column=”” alignment_one_column=””][mkdf_elements_holder_item item_padding=”225px 0 0 300px” item_padding_1367_1600=”150px 1px 0 60px” item_padding_1025_1366=”150px 0 0 5%” item_padding_769_1024=”0px 9% 0 12%” item_padding_681_768=”0px 6% 0 10%” item_padding_680=”0px 6% 0 12%”][mkdf_section_title type=”standard” position=”left” title_tag=”h3″ disable_break_words=”no” title=”Workshops”][vc_empty_space height=”14px”][vc_column_text]

      Our education is built on three content pillars: Workshops, Modules, and Challenges.

      Our workshops cover budgeting, debt management, insurance, investing, college planning, retirement planning, employee benefits, and more. You can choose to offer workshops live at your worksite, live online, or anytime via video recordings.

      All workshops can be customized with your logo and with content that speaks directly to your employees based on your organization’s unique culture and total rewards objectives.

      All workshops are facilitated by experienced and dedicated financial educators who do not sell any investment or insurance products.

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      Whereas workshops are information rich and focus on establishing context and concepts, our e-learning modules focus on taking action. Modules offer employees a constructive way to build skill by applying concepts, practicing with tools, and transferring new learning to their own financial lives.

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      Financial wellness challenges stir your employees’ competitive juices and motivate them to act.

      Each challenge focuses on a targeted outcome. For instance, the Find the Money challenge invites participants to scrub their budgets by guiding them through cable, internet, cell phone and other discretionary expense audits to free up dollars and apply them to other uses.

      Employees use our online learning portal to participate in challenges, where they can earn points, badges, and certificates.

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      Financial wellness coaching can help employees improve financial performance, increase financial satisfaction, and reach goals.

      Each employee sets the agenda in coaching, which makes it a highly personalized experience. One employee may want to get out of debt, while another wants to create a retirement plan. Regardless of the desired outcome, the process of coaching facilitates self-correcting and self-sustaining financial behaviors.

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