Created for organizations of all sizes, Momentum onUp® is more than just financial education. It's designed to inspire, educate, and equip employees by helping them manage their money based on what's most important to them.
Financial concerns are the #1 cause of workplace stress – which can lead to:
...and on top of all of this, 70% of employees believe their employer has little concern for their financial well-being.5
This highly engaging curriculum includes courses, tools, and coaching. At its heart is a learning portal, optimized for mobile so it can be viewed on any device. Other employee benefits include:
To make launching and administering the program as simple as possible we provide support every step of the way, including:
When we implemented a financial wellness program at SunTrust, the results astounded us.
"Employers who respond to their employees' financial needs will be rewarded with loyalty, gratitude, and improved productivity that will pay dividends for years to come."
— Journal of Employee Assistance
We are offering this program at cost – with no profit to SunTrust. Why? Because we're committed to moving millions of Americans from financial stress to confidence through the onUp Movement and we're looking to partner with companies, like yours.
There isn't a catch. We are 100% committed to keeping Momentum onUp advertisement free – we won't sell anything to your employees – and you can rest assured that all employee information remains confidential.
Our team will be happy to answer any further questions that you may have. To learn more, contact our team today.
Take a look at our most frequently asked questions.
1 “Financial Distress Among American Workers Final Report: 30 Million Workers in America—One in Four—Are Seriously Financially Distressed and Dissatisfied Causing Negative Impacts on Individuals, Families, and Employers”, March 23, 2005. https://pfeef.org/wp-content/uploads/2016/09/Financial-Distress-Among-American-Workers.pdf Link opens a new window
“The Negative Impact Of Employee Poor Personal Financial Behaviors On Employers”, E. Thomas Garman, 1996. https://pfeef.org/wp-content/uploads/2016/09/NegativeGarman.pdf Link opens a new window
2 APA STRESS IN AMERICA
3 SunTrust National Consumer Confidence Study 2016
5 SunTrust Q4 2016 Consumer Voice of Market survey
6 Financial counseling is provided by Consumer Credit Counseling Service of Greater Atlanta, Inc. dba ClearPoint Credit Counseling Solutions (ClearPoint). It is not a product of SunTrust, and SunTrust makes no representations or warranties regarding ClearPoint or its services.
7 My Money Desktop is provided by MX Technologies inc (MX). It is not a product of SunTrust and SunTrust makes no representations or warranties regarding MX or the site.
8 Based on the findings of SunTrust’s 2015 Employee engagement Survey. Results may vary based on company, industry, and which program the company employs.
Business transition planning ensures that when transition time arrives, hard work results in ample financial returns and a new chapter for both business and owner.
Business property ownership is a tried and true small business approach to diversify assets, secure a strategic business asset and put your rent to work creating value.
Once a loan is funded, it’s loan covenants that keeps the relationship strong, protecting the borrower’s business and assuring the lender that they will be repaid.
Having a financial advisor with you when you’re thinking about selling your business can be a helpful tool to help you decide how and when is the best time to sell.
Private equity offers business owners more than a way to sell. It can be a tool to build value for themselves and their companies.
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
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Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
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SunTrust, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are trademarks of SunTrust Banks, Inc. All rights reserved. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank, and loans are made by SunTrust Bank.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRALink opens a new window and SIPCLink opens a new window, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRALink opens a new window and SIPCLink opens a new window.