Financial Wellness in the Workplace Report 2023

What U.S. Employees Want
(and Need)

About the Report
Download the Report
Key Findings
Webinar Replay
Insights
Let's Start a Conversation

About the Report

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan 
Senior Vice President and 
Head of PNC Organizational Financial Wellness

Finding Balance is Key

Employees and employers are concerned about money, inflation and a potential recession but are not always aligned on employee benefit priorities.

PNC recently conducted dual, large-scale surveys of American workers and employers as part of a study to better understand their financial health perspectives.

These results offer insights for Human Resources and business leaders to consider as they balance the urgent needs of their workers with the financial realities of their own organizations.

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan 
Senior Vice President and 
Head of PNC Organizational Financial Wellness

Download the Report

Financial Wellness in the Workplace Report 2023

Read the full report to learn how to help remove barriers to employees’ personal financial planning with the right mix of benefits and how to maximize the return on your talent investment.

Download Report

Key Findings

 

Source: Financial Wellness in the Workplace Report 2023: What U.S. Employees Want (and Need)

Learn more about the tailored employee benefit solutions offered by PNC Organizational Financial Wellness

Webinar Replay

Learn from our experts as they review the Financial Wellness in the
Workplace Report and discover what you need to know to make a difference to your employees.

Watch the replay

PNC Webinar - 2023 Financial Wellness in the Workplace Webinar: What Employees Want (and Need)

Speakers

Amanda Agati

Chief Investment Officer

Amanda is the Chief Investment Officer for The PNC Financial Services Group, Inc. In this role, she is responsible for the firm’s overall investment strategy, portfolio and risk management; investment solutions and the development and execution of investment policies for PNC Private Bank®,  PNC Private Bank Hawthorn®, and  PNC Institutional Asset Management®.

Vicki Henn

Chief Human Resources Officer

Vicki is the Executive Vice President and Chief Human Resources Officer  for The PNC Financial Services Group. She serves on the board of the PNC Foundation, is a member of PNC’s Corporate Diversity Council and is  the executive sponsor of the PNC Multicultural Employee Business Resource Group. As the former head of HR for PNC’s largest employee base, she was instrumental in planning and executing the talent management strategy. 

Stephanie Novosel

Head of Commercial Banking

Stephanie is Head of Commercial Banking at PNC. She has been with PNC Bank since 2000, and now oversees one of the largest C&I client segments, serving 25,000+ clients across the bank’s footprint of 52 markets, and leading 830+ relationship management, credit products, equipment finance and other professionals who serve companies that range from $5–50MM in sales.

Moderator

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan

Head of Organizational Financial Wellness

Kaley is the Head of PNC Organizational Financial Wellness, where she is responsible for leading a nationwide team, and delivering comprehensive financial wellness benefits to  companies to move their employees forward financially. She has nearly 20 years of financial services experience and has spent the last 11 years championing and advocating for the expansion of financial wellness benefits.

Ideas, Insights & Solutions

Manage Assets

Student Debt Solutions Offer Innovative Employee Talent Incentive

In a changing labor market, businesses are turning to innovative employee benefits, such as student debt solutions, to attract and retain employees.

Gain Market Insight

How Financial Wellness Benefits May Help Retain Healthcare Talent

Amid a tight labor market, non-traditional employee benefits such as student debt assistance may help alleviate attrition in nursing and other fields.

Gain Market Insight

The Business and Ethical Imperative for Holistic Workplace Wellness

The American workforce was tested when COVID-19 uprooted our lives, but companies that support employees’ wellness holistically could see benefits.

Let's Start a Conversation

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Find out more information how the PNC Organizational Financial Wellness program helps employers offer benefits that enable employees to plan for their futures.