What is SmartDollar?

Having staff members who consistently struggle to make ends meet can have detrimental effects on your business. To break this pattern, consider introducing SmartDollar, a financial wellness initiative developed by Dave Ramsey. By following the 7 Baby Steps, employees will acquire essential skills in budgeting, managing debt, saving for the future, and planning for retirement with confidence. SmartDollar provides a variety of engaging resources and tools aimed at empowering your team to achieve meaningful financial progress instead of merely getting by from one paycheck to the next. By concentrating on personal goals, employees can celebrate early successes, which boosts motivation and helps them advance through the program effectively, leading to lasting financial improvements. Furthermore, your organization will gain access to a dedicated client service representative to facilitate the SmartDollar implementation, a tailored client portal known as SmartCenter to track employee advancement, and customized promotional materials and contests to boost employee engagement and participation. This holistic strategy not only enhances individual financial well-being but can also lead to increased workplace morale and productivity, ultimately benefiting the organization as a whole. By investing in your employees' financial literacy and stability, you pave the way for a more resilient and motivated workforce.

Integrations

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Screenshots and Video

SmartDollar Screenshot 1

Company Facts

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

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

SmartDollar Categories and Features

SmartDollar Customer Reviews

Write a Review
  • Reviewer Name: Eli P.
    Position: Chief Operating Officer
    Has used product for: 2+ Years
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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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