New research identifies BrightPlan as a leader as financial wellness shifts from education and tools toward personalized guidance, behavioral change and measurable outcomes
Financial Wellness Platforms: The BrightPlan Edition
Boca Raton, FL, Sept. 15, 2026 (GLOBE NEWSWIRE) — Brandon Hall Group™, the leading workforce excellence intelligence company, today announced the publication of its newest Bellwether Industry Report, Financial Wellness Platforms: The BrightPlan Edition. The report examines the changing financial wellness market and identifies BrightPlan as a leader in helping organizations move beyond traditional financial education toward personalized, action-oriented financial guidance.
Brandon Hall Group’s research finds that financial wellness is increasingly becoming a strategic workforce issue. Financial stress can affect productivity, engagement, retention and employees’ ability to take full advantage of the benefits their organizations already provide. At the same time, employers are facing growing expectations to demonstrate that financial wellness investments produce measurable outcomes rather than simply participation.
The report finds that the market is shifting decisively from education to execution, with leading organizations focusing on behavioral outcomes such as stronger savings, reduced debt, improved retirement readiness, better benefit utilization and greater financial resiliency.
“Financial wellness is reaching an inflection point. Giving employees more information is not the same as helping them make better financial decisions,” said Mike Cooke, Chairman and CEO at Brandon Hall Group™. “The next generation of financial wellness must connect personalization, responsible AI, qualified human expertise and behavioral support in a way that moves people to action. BrightPlan has built those capabilities into an integrated model, which is why we believe it is well positioned for where this market is heading.”
The Bellwether report examines BrightPlan’s model, which combines data-connected AI coaching, access to certified financial planners, structured behavioral programs and employer-level analytics. Brandon Hall Group identifies this integrated approach as a key differentiator from financial wellness solutions built primarily around content, point-in-time education or technology alone.
“Brandon Hall Group’s research confirms what we set out to build when we founded BrightPlan in 2016: financial wellness only works when guidance leads to action, not just easier access to content and tools,” said Marthin De Beer, Founder and CEO of BrightPlan. “This report validates a model built on AI that’s grounded in each employee’s real financial picture, used responsibly, and connected directly to certified human advisors, delivered at the scale our 10+ million employees across 50+ countries depend on. We’re honored to be recognized as Brandon Hall Group’s Eminence Partner in financial wellness, and to see the shift toward individualized, action-oriented guidance validated by independent research.”
BrightPlan serves more than 10 million employees globally across more than 50 countries. The report also highlights measurable outcomes from BrightPlan’s Resolution Program, including 79% of participants reporting greater financial resiliency.
The full report explores the organizational cost of financial stress, what best-in-class financial wellness looks like, Brandon Hall Group’s Financial Wellness Maturity Framework, the evolving roles of AI and human advisors, and recommendations for organizations evaluating their financial wellness strategy.
Download Financial Wellness Platforms: The BrightPlan Edition https://web.brandonhall.com/financial-wellness-strategies-bellwether-report
About BrightPlan
BrightPlan brings AI-powered personalization and trusted in-country advisors together in one global financial wellness platform, helping deliver a consistent, engaging employee experience across more than 50 countries and supporting over 10 million employees worldwide. Recently named No. 125 in Software on the 2026 Inc. 5000 list of America’s fastest-growing private companies, BrightPlan transforms workforce data into workforce intelligence, helping employers align people strategy with business priorities to improve workforce performance at scale. For more information, visit www.brightplan.com.
About Brandon Hall Group™
Brandon Hall Group™ is the Workforce Excellence Intelligence company.
For more than 30 years, we have helped organizations transform workforce performance into measurable business results. We combine independent research, proven practices from award-winning organizations, benchmarking, strategic advisory, and the collective intelligence of a global executive community to help leaders make better decisions with greater confidence.
Our Workforce Excellence Intelligence is built on evidence, not opinion. By continuously studying leadership, learning, talent, human resources, artificial intelligence, and the future of work, we identify what drives exceptional organizational performance—and translate those insights into practical frameworks, benchmarks, and guidance that organizations can apply immediately.
More than 10,000 organizations worldwide—including many of the world’s leading employers and Human Capital Management solution providers—have engaged with Brandon Hall Group through our research, advisory services, Excellence Councils, Institute, certifications, and the globally recognized HCM Excellence Awards®. Together, they create one of the industry’s richest ecosystems of workforce knowledge, best practices, and proven results.
The Brandon Hall Group Eminence Program brings these capabilities together through three levels of engagement: Eminence Professional, Eminence Leadership, and Eminence Enterprise.
Our purpose is to make Workforce Excellence achievable for every organization and establish it as the global standard for organizational success.
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- Financial Wellness Platforms: The BrightPlan Edition
CONTACT: David Forry Brandon Hall Group 5613538082 [email protected]
