Financial Wellness - a valuable benefit for your employees.
Your employees are your most valuable asset. As they lend their talents to help build your business, give them the financial tools and security to help build their dreams.
Odds are many of your employees are coping with a financial crisis or are trying to reduce their debt. Many are not confident about their financial future, and more than half don’t have a financial plan for dealing with life’s unexpected challenges.*
The UMB Benefits Banking program provides your employees with a financial wellness program to help them reach their goals, protect their families and fund their dreams—and to help you recruit, retain and reward good people.
STEP 1: Choose one module per quarter
On site Seminar
1:1 Financial Coaching on site
1:1 + Event on site
|Hot Topics||UMB banker||Combination|
|Delivered by a UMB expert or guest speaker||Can customize length and frequency||Typically an event will be followed by 1:1 availability on the same day|
|Can customize length and frequency||Advisory based, not product pushing|
|Advisory based, not product pushing||Easy for the company to implement, all you need is a private room|
Talk to your UMB Bank customer relationship manager about the latest topics available.
STEP 2: Choose your event (not required for module 2)
We provide you with materials to promote the financial wellness program.
STEP 3: Tell your employees
Quarterly is recommended.
STEP 4: Schedule your next financial wellness module
Copyright 2015 UMB Financial Corporation
“UMB” – Reg. U.S. Pat.& Tm. Off.
When you click links marked with the “‡” symbol, you will leave UMB’s Web site and go to Web sites that are not controlled by or affiliated with UMB. We have provided these links for your convenience. However, we do not endorse or guarantee any products or services you may view on other sites. Other Web sites may not follow the same privacy policies and security procedures that UMB does, so please review their policies and procedures carefully.