The conversation around employee wellbeing continues to evolve, and this year’s Conference Board event in Brooklyn, NY, highlighted why it’s more important than ever for organizations to prioritize engagement and holistic wellness. From December 4-5, industry leaders gathered to share insights, strategies, and success stories that are shaping the future of workplace well-being.
At Grokker, we were thrilled to contribute to the dialogue by co-hosting a session alongside FactSet, titled "Elevating Employee Engagement: How FactSet Achieved 78% U.S. and 74% Global Engagement with Community-Driven Wellbeing & the Potential of AI." The energy in the room was palpable as attendees packed the session to capacity, eager to explore how innovative strategies can transform workplace cultures and drive measurable outcomes.
How FactSet Achieved 78% U.S. and 74% Global Engagement
Our session highlighted FactSet’s remarkable success in achieving active engagement rates of 78% in the U.S. and 74% globally—an accomplishment few organizations can claim. John Capetanakis, FactSet’s SVP and Global Head of Total Rewards, joined Grokker CEO Lorna Borenstein to share how a focus on accessibility, community, and cutting-edge technology has revolutionized their approach to wellbeing.
Key takeaways included:
- The Power of Community: FactSet’s WellTogether initiative fosters meaningful connections by leveraging community-driven programs and friendly competition across its global workforce.
- Personalization at Scale: By seamlessly integrating Grokker into daily routines, FactSet made well-being programs not only accessible but impactful for employees and their families worldwide.
- AI as a Game-Changer: FactSet has embraced AI to tailor wellbeing experiences, improve program navigation, and analyze employee feedback, ensuring their strategy resonates across cultures and geographies.
Breaking Through Engagement Barriers
One of the standout elements of FactSet’s strategy is its network of wellbeing ambassadors, who promote participation and foster a culture of care and connection. FactSet also tied its wellbeing initiatives to broader company goals, reinforcing their importance and driving alignment across its global teams. By setting ambitious goals and iterating based on data, FactSet exceeded expectations, quadrupling initial engagement targets in just months.
Introducing GrokkyAi: The Future of Benefits Navigation
Following FactSet’s success in engagement, our session highlighted GrokkyAi, the world’s first conversational benefits agent, which is set to redefine how employees interact with their benefits. Built on Grokker’s 12 years of proprietary health and wellness content, GrokkyAi delivers a seamless and personalized experience.
Here’s what makes GrokkyAi revolutionary:
- Instant, Actionable Answers: Employees can ask natural-language questions like, “What’s the best way to reduce stress?” and receive tailored, real-time solutions—whether it’s mindfulness techniques, exercise tips, or direct links to specific benefits.
- Personalized Care Plans: GrokkyAi provides federated care plans, integrating all available benefits into a seamless experience that reduces confusion and frustration.
- Multilingual and Global: GrokkyAi’s multilingual capabilities ensure that employees across geographies can access support in their preferred language, enhancing global engagement.
- AI-Driven Insights: By analyzing employee queries and feedback, GrokkyAi helps organizations refine their benefits offerings to better meet evolving needs.
This technology doesn’t just make navigation easier; it transforms the way employees access support, reducing barriers and empowering them to prioritize their wellbeing.
A Vision for the Future
The session concluded with a forward-looking discussion on the transformative role of AI in benefits administration. FactSet’s success highlights how AI can personalize support, streamline processes, and deliver real-time solutions. Grokker’s own GrokkyAi, a conversational benefits agent, exemplifies how technology can address challenges like accessibility and engagement, creating a smarter, more supportive workplace for employees everywhere.
Final Thoughts
As organizations continue to invest in wellbeing programs, it’s clear that success lies in strategy and execution. FactSet’s journey offers a blueprint for companies looking to engage their workforce, whether based in the U.S. or globally. At Grokker, we’re proud to partner with organizations like FactSet to make wellbeing a cornerstone of workplace culture.
If you missed the session or want to dive deeper, connect with us to explore how Grokker can help transform your organization’s approach to employee engagement and wellbeing.
