SmartDollar Description

Having employees who are perpetually living paycheck to paycheck can negatively impact your organization. Break this cycle by implementing SmartDollar, the financial wellness program created by Dave Ramsey. By adhering to the 7 Baby Steps, employees will gain valuable skills in budgeting, debt reduction, future savings, and confident retirement planning. SmartDollar offers an array of engaging resources and tools designed to help your workforce make significant financial advancements rather than merely surviving from one paycheck to the next. Focusing on individual goals allows employees to experience quick victories, which fosters motivation and enables them to progress through the plan effectively, leading to enduring financial changes. Additionally, your organization will benefit from a dedicated client service representative to assist in the rollout of SmartDollar, access to a personalized client portal known as SmartCenter for monitoring employee progress, as well as customized promotional materials and contests designed to enhance engagement and participation among employees. This comprehensive approach not only improves individual financial health but can also enhance overall workplace morale and productivity.

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Ramsey
Headquarters:
United States
Website:
www.ramseysolutions.com/corporate-wellness/smartdollar

Media

SmartDollar Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

SmartDollar Features and Options

SmartDollar User Reviews

Write a Review
  • Name: Eli P.
    Job Title: Chief Operating Officer
    Length of product use: 2+ Years
    Used How Often?: Monthly
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Really good overall, could have more robust offerings

    Date: May 30 2023

    Summary: Very helpful with getting something off the ground for our employees & was easy for them to get started. Several of our employees quickly got on a budget and within six months there were a number of employees who were actively paying off debt and positioning themselves to purchase a home.

    Positive: • Very well priced
    • User-friendly
    • Educational
    • Well-designed
    • Lays solid foundation for various financial categories
    • Reliable account support. I never had a single issue getting ahold of my account manager, and they would actively reach out to me to see how things were going.

    Negative: Budgeting tool & debt snowball are both pretty basic. From a strictly debt-payoff standpoint, Undebt.it is MUCH more robust and a FANTASTIC payoff schedule resource.

    Read More...
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