How a financial services firm reduced health risks and stabilized costs

Bridging the health gap with Navigate Health Coaching

Employee health and wellbeing are increasingly recognized as pillars of organizational success. Yet, when a leading financial firm grappled with escalating healthcare costs, a high-risk population of employees, and poor biometric categories, the challenge felt monumental. The company understood that addressing these issues required more than just reactive measures—it needed a strategic, forward-thinking partner. That’s when Navigate Health Coaching stepped in, offering solutions that would transform the wellbeing of employees and the trajectory of the firm’s healthcare strategy.

The challenge  

The financial firm faced several pressing concerns that were affecting both its workforce and its bottom line. Among them were:

1. A significant portion of its workforce fell into high-risk health categories, exposing them to chronic conditions and associated complications.

2. Biometric screenings revealed troubling data in key health metrics, such as elevated cholesterol, glucose levels, and blood pressure.

3. Escalating healthcare costs was becoming unsustainable, leaving the organization searching for a solution to stop the rise and create long-term stability. These hurdles threatened the firm’s financial health and employee productivity, engagement, and satisfaction.

Customized solutions and strategies

To address these challenges, the financial firm teamed up with Navigate to roll out a well-rounded, thoughtful strategy that put a big focus on integrating health coaching. The solution focused on getting ahead of health risks, promoting proactive behaviors, and ensuring employees received personalized support. Key elements of the strategy included:

1. Incentivized health screenings: By integrating incentive programs with biometric screenings, the firm encouraged employees to participate. The screenings identified at-risk individuals early, allowing for timely clinical interventions.

2. Clinical interventions: Employees who were flagged as at-risk were connected to appropriate clinical resources, ensuring that conditions were managed effectively before escalating.

3. Lifestyle coaching: Navigate introduced one-on-one coaching sessions tailored to the unique needs of employees. This included personalized SMART goals (specific, measurable, achievable, relevant, time-bound) that aligned with individual health aspirations.

4. Health promotion initiatives: A series of initiatives aimed to inspire employees to engage with their wellbeing actively. These included workshops, on-demand resources, and activities focused on nutrition, stress management, sleep, and physical activity. Each program element was designed to motivate, educate, and empower employees while aligning with the organization’s broader health goals.

The results  

The results of implementing Navigate’s approach were both measurable and meaningful:

• Reduction in high-risk populations: Over the course of the program, the firm saw a 70% reduction in high-risk employees, significantly improving company health.

• Improved biometric categories: Employees experienced noticeable improvements in key health metrics. Blood pressure, cholesterol, and glucose levels showed marked progress, reflecting better management of chronic conditions.

• Cost stability: Perhaps one of the most impressive achievements was stabilizing healthcare costs. For eight consecutive years, the firm maintained consistent costs without increases, a testament to the program’s effectiveness.

Developing a strategic wellbeing roadmap   

Navigate Health Coaching worked with the financial firm to create a long-term wellbeing strategy. Together, they developed a sustainable plan aligned with the company’s goals. Regular check-ins and reviews helped track engagement and outcomes, using the data to improve the program. Everything, from incentives to communication, was tailored to employees’ needs. This partnership built trust, aligned resources, and positioned the firm as a leader in workplace wellbeing.

Within just three years, the impact was undeniable. The financial firm reported improved employee health and broader organizational benefits. Employee satisfaction and productivity rose as health risks declined. High engagement and participation showed that employees valued the tools and support provided. The firm’s leadership cited this initiative as a turning point, improving their ability to retain talent and maintain a thriving workforce.

A new standard for wellbeing 

This case study highlights how working with Navigate Health Coaching helped a financial firm improve employee health and wellbeing. Together, they addressed health challenges, improved key metrics, increased engagement, and kept costs steady along the way.  

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