BrightPlan: A Leader in Financial Wellness Solutions

BrightPlan is a financial technology company that provides businesses with a financial wellness platform for their employees. In addition to the platform, BrightPlan also offers access to financial advisors.

BrightPlan’s core offering is a platform designed to improve employee financial well-being. The platform offers a suite of tools that address common financial challenges, including budgeting, saving, debt management, retirement planning and wealth transfer.

Based on an analyst briefing with Brandon Hall Group™, here are some insights we learned about BrightPlan’s financial wellness platform:

  • Financial education and guidance: BrightPlan’s platform provides employees with access to educational resources and personalized financial guidance. This can help employees make informed financial decisions and develop healthy financial habits.
  • Goal setting and tracking: The platform allows employees to set financial goals and track their progress over time. This can help employees stay motivated and on track to achieve their financial objectives.
  • Financial planning tools: BrightPlan offers a variety of financial planning tools, such as budgeting tools, retirement calculators and investment tracking tools. These tools can help employees develop a comprehensive financial plan and make informed decisions about their money.
  • Debt management tools: BrightPlan’s platform can help employees track their debt and develop a plan to pay it down. This can help employees improve their financial health and reduce stress.
  • Employer insights: BrightPlan provides employers with insights into the financial well-being of their workforce. This data can be used to develop targeted financial wellness programs and improve employee morale and productivity.

By providing employees with the tools and resources they need to improve their financial well-being, BrightPlan can help businesses reduce employee financial stress, improve productivity, and attract and retain top talent. BrightPlan‘s focus on financial wellness positions the company well for continued growth as businesses increasingly recognize the importance of employee financial health.

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Mike Cooke



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Mike Cooke

Chief Executive Officer of Brandon Hall Group Mike Cooke Prior to joining Brandon Hall Group, Mike Cooke was the Chief Executive Officer and co-founder of AC Growth. Mike held leadership and executive positions for the majority of his career, at which he was responsible for steering sales and marketing teams to drive results and profitability. His background includes more than 15 years of experience in sales, marketing, management, and operations in the research, consulting, software and technology industries. Mike has extensive experience in sales, marketing and management having worked for several early high-growth emerging businesses and has implemented technology systems to support various critical sales, finance, marketing and client service functions. He is especially skilled in organizing the sales and service strategy to fully support a company’s growth strategy. The concept of growth was an absolute to Mike and a motivator in starting AC Growth, in order to help organizations achieve research driven results. Most recently, Mike was the VP and General Manager of Field Operations at Bersin & Associates, a global analyst and consulting services firm focused on all areas of enterprise learning, talent management and talent acquisition. Tasked with leading the company’s global expansion, Mike led all sales operations worldwide. During Mike’s tenure, the company has grown into a multi-national firm, conducting business in over 45 countries with over 4,500 multi-national organizations. Mike started his career at MicroVideo Learning Systems in 1992, eventually holding a senior management position and leading all corporate sales before founding Dynamic Minds. Mike was CEO and Co-Founder of Dynamic Minds, a custom developer of software programs, working with clients like Goldman Sachs, Prentice Hall, McGraw Hill and Merrill Lynch. Also, Mike worked for Oddcast, a leading provider of customer experience and marketing solutions, where he held a senior management position leading the company into new markets across various industries. Mike also serves on the Advisory Board for Carbon Solutions America, an independent sustainability consulting and carbon management firm that specializes in the design and implementation of greenhouse reduction and sustainability plans as well as managing the generation of carbon and renewal energy and energy efficiency credits. Mike attended University of Phoenix, studying Business Administration and Finance. He has also completed executive training at the Chicago Graduate School of Business in Chicago, IL.

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