At FELA, we have a healthy obsession with driving positive outcomes and a measurable ROI for our partners and clients. To be successful in this pursuit, we must first develop outstanding educational programs for individuals. Our focus is on long term performance by measuring and incentivizing learning outcomes as well as connecting individuals with resources and institutions that help each individual achieve their personal financial goals.

In turn, we generate invaluable user and application metrics that drive ongoing product development, contribute to the efficacy of our programs, and engage individuals in personal financial education over the long term. As importantly, our financial education programs deliver a real ROI through direct, measurable outcomes as well as metrics that serve to inform FELA and its partners about real user needs and interests. Some of these include:

• Partner contact. The most powerful metric, we have found, is the number of participants who reach out and connect directly with partners. What we know that these are individuals are goal oriented, educated, and proactively seek the involvement of our partners.

• Reward redemption. For those users who redeem their rewards points, we know that they have spent sufficient time (to earn the points needed) and acquired a fundamental understanding of the product or service in which they have demonstrated an interest.

• Assessments and evaluations. On a fundamental educational level, FELA is able to evaluate the knowledge acquisition based on pre and post assessment performance. By themselves, these evaluations are invaluable tools for FELA and our partners to assess the efficacy of the programs and the impact on individuals.

• Goal management. Every participant is provided a unique Wellness Plan that is populated with the goals best suited for them. However, they also have the opportunity to add additional goals based on their preferences, needs, and interests. As users proactively add goals, it demonstrates that the user is engaged in establishing unique goals and working towards achieving them.

• User profile completion. The online application has a robust user profile section that features an Interest Survey, Self Evaluation, Wellness Checkup, as well as quantitative and qualitative questions associated with their goals. The more complete the profile, the more committed the user.

• Resource downloads. By tracking the downloads in the Tools & Resource section, we have valuable insight into the activities and interests of users.

• Content access. In addition to the educational goals, we are able to identify which topics, articles, videos, etc. are accessed the most, which can inform FELA of needs, interests, and the opportunity to develop additional resources.