Financial Wellness Planner for employers and employees Book a walkthrough

Engagement analytics · Included at zero cost

Employee financial engagement programme

Leaderboards, quests, and team challenges turn literacy into habit — with dashboards HR can share with leadership.

Enrolment counts lie. Saventh measures who attended sessions, finished Learn quests, and activated SIPs — so CHROs prove financial wellness ROI without surveying employees manually.

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Engagement metrics that matter

Keywords: HR financial wellness dashboard, employee participation metrics

Session attendance

Live literacy workshop reach

Learn more →

Learn quest completion

% finishing SIP, tax, insurance modules

Leaderboard participation

Optional team challenges by location or BU

SIP activation rate

Employees with active mandates vs invited

Cohort trends

Month-over-month comparison for EX reporting

Campaign attribution

Which comms channel drove action

How Saventh keeps employees coming back

All powered by `learn.saventh.com` with HR visibility on `hr.saventh.com`.

CTA: `.button-2` → "Learn product page" → `/products/learn`

Quests

5–10 minute modules on SIP, ELSS, debt, insurance. Assign after sessions

Streaks & badges

Reward consistency; nudge before streak breaks

Leaderboards

Optional friendly competition by team or site — popular in IT, hospitality, and BPO cohorts

Challenges

Themed campaigns: "Tax season readiness", "First SIP month", "Women & money week"

A quarter-long engagement playbook

1. **Month 1** — Kick-off session + assign baseline quests

2. **Month 2** — Leaderboard challenge + Learn quest prompts

3. **Month 3** — SIP activation campaign aligned to payday

4. **Review** — HR exports engagement summary for leadership

Saventh CSMs help configure campaigns — no extra HR headcount required.

CTA: `.button-primary` → "Request playbook call" → `/employers/demo`

Sessions spark interest — Learn sustains it

Live workshops create the "aha" moment; quests reinforce behaviour between paydays. Organisations combining both see higher SIP activation than sessions alone.

CTA: `.button-2` → "Book literacy session" → `/employers/financial-literacy-sessions`

Engagement outcomes at Indian workplaces

CTA: `.button-2` → "Customer testimonials" → `/customers/testimonials`

Frequently asked questions

See **Page FAQs** below.

Engagement programmes are educational. Investing is voluntary. Mutual fund investments are subject to market risks. Saventh is AMFI-registered (ARN 324457).

Frequently asked questions

Will leaderboards embarrass low performers?

HR controls visibility — use team aggregates, opt-in competitions, or disable rankings for sensitive cohorts.

Can engagement run without workplace SIP?

Yes. Literacy and Learn engagement stand alone; many HR teams start with sessions before SIP campaigns.

How often should HR run challenges?

Quarterly themes work well — aligned to tax season, annual appraisal, or benefit enrolment windows.

Does engagement data integrate with HR analytics tools?

HR portal exports and API options are available for enterprise — discuss during integration discovery. → `/employers/integration`

Is employee participation mandatory?

No. Saventh programmes are voluntary employee benefits. HR comms should reflect opt-in culture.

Measure financial engagement — not just enrolment

Book a demo to see HR dashboards and sample leaderboards for your organisation.

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Engagement programmes are educational. Investing is voluntary. Mutual fund investments are subject to market risks. Saventh is AMFI-registered (ARN 324457).

Saventh Investment is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Saventh Investment makes no warranties or representations, express or implied, on products offered through the platform of Saventh Investment. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

AMFI Registered
ARN - 324457