CASE STUDY 02

Twilio

How Twilio & Fireside Finances Launched a Financial Wellness Initiative with their ERGs

Twilio engaged Fireside Finances to launch a financial wellness program through their Employee Resource Groups (ERGs). Rob first designed and launched a company-wide survey to assess the needs of the employees and get a benchmark. He then met with each ERG leadership and created custom content, tailored to that group’s needs. (I.e. the Parents @ Twilio requested information about saving for their kids college, FSA details, and UGMA/UTMA accounts.) The results were very strong and the ERG’s invited Rob back for follow-on sessions.

HIGHLIGHTS

100%

said they would take another workshop

97

AVERAGE NPS OUT OF 100

QUOTES FROM EMPLOYEES

  • “This was amazing! I heard so many great things about this workshop and I am so happy and grateful that I was. able to attend. I feel ready to take charge of my finances!”

  • “I would love to take the rest of the workshops. This was super super helpful.”

  • “This was great! Very happy Twilio supports this.”

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