88.9% of Users Take Action: Our Latest Survey Results Reveal the True Impact of Financial Wellness Education

At Sqwire, we’ve always believed that financial education should do more than just inform – it should inspire action. But believing something and proving it are two different things. That’s why we recently surveyed our customers to understand the real-world impact of our financial wellness platform. The results? They exceeded even our highest expectations.

The Bottom Line: Education That Drives Action

Here’s the headline that stops us in our tracks: 88.9% of Sqwire users have either already made financial changes based on our courses or plan to do so. This isn’t just passive learning – this is education that transforms lives.

When we started Sqwire, our mission was simple: provide unbiased, engaging financial education that empowers people to take control of their financial futures. These survey results prove we’re not just meeting that mission – we’re exceeding it in ways that create measurable, lasting impact.

What Changes Are People Actually Making?

The beauty of these results lies in their specificity. When we asked users what actions they’ve taken, here’s what we discovered:

  • 42.2% created or adjusted their budget – Moving from financial guesswork to intentional planning
  • 40.0% paid off or reduced debt – Taking concrete steps toward financial freedom
  • 37.8% set up an emergency fund – Building the foundation of financial security
  • 28.9% started tracking expenses – Gaining visibility into their money habits
  • 17.8% reviewed or updated insurance policies – Protecting what matters most
  • 17.8% discussed finances with family/partners – Breaking down communication barriers around money

These aren’t small tweaks – these are fundamental shifts in how people approach their financial lives.

The Confidence Factor: From Financial Anxiety to Financial Empowerment

Perhaps the most powerful metric in our survey is the confidence rating. Users rated their confidence in managing finances at an average of 8.29 out of 10 after completing our courses. Even more impressive? 68.9% of respondents rated their confidence at 8 or higher.

This matters because financial confidence isn’t just about feeling good – it’s about having the self-efficacy to make smart money decisions when it counts. When someone feels confident about their financial knowledge, they’re more likely to:

  • Negotiate better terms on loans
  • Ask the right questions when buying insurance
  • Make informed investment decisions
  • Avoid financial scams and predatory practices

Excellence in Experience: Learning That Actually Engages

With an average experience rating of 4.29 out of 5 (and 60% of users giving us the full 5 stars), we’re proud that our approach to financial education resonates. But what makes the difference?

Our users tell us they value:

  • “Learn anytime, anywhere” flexibility (48.9%)
  • “Short, self-paced lessons” (31.1%)
  • “Personalized learning paths” (28.9%)

This feedback reinforces our belief that financial education must fit into real life, not the other way around. Whether someone is learning during a lunch break, on their commute, or late at night after the kids are asleep, our platform meets them where they are.

The Unbiased Difference: Education Over Sales

Here’s a statistic that makes us particularly proud: while 37.8% of users considered purchasing financial products after our courses, the breakdown shows they’re making thoughtful, diverse choices rather than being funneled toward any single solution:

  • Insurance: 8.9%
  • Emergency Fund Products: 8.9%
  • Budgeting Apps: 6.7%
  • Investment Accounts: 4.4%
  • Tax-saving Products: 2.2%

This distribution proves our commitment to unbiased education. We’re not steering people toward specific products – we’re giving them the knowledge to make their own informed decisions across the entire spectrum of financial services.

What’s Next? Learning Never Stops

When we asked users what they want to learn next, their top priorities were:

  • Basics of investing (31.1%)
  • Budgeting and managing expenses (24.4%)
  • Saving for emergencies or retirement (20.0%)

This feedback directly informs our content development, ensuring we continue delivering the education our users need most.

The Bigger Picture: Organizational Impact

While individual transformation is powerful, the organizational benefits are equally compelling. When employees gain financial confidence and reduce financial stress:

  • Productivity increases as financial anxiety decreases
  • Employee retention improves due to enhanced benefits packages
  • Workplace culture strengthens through reduced money-related stress
  • Organizations see measurable ROI on their financial wellness investments

A Testament to Unbiased Education

These results validate what we’ve believed from day one: when you provide genuinely helpful, unbiased financial education without hidden agendas, people respond. They learn, they grow, and they take action.

The 4.4% of users who rated their experience poorly remind us that no solution works for everyone, and we’re committed to understanding and addressing those concerns. Continuous improvement isn’t just a business strategy – it’s a responsibility to the people who trust us with their financial education.

Looking Forward: The Future of Financial Wellness

As we analyze these results, we’re not just celebrating – we’re planning. The data shows clear demand for investment education, ongoing budgeting support, and retirement planning resources. We’re listening, and we’re building.

The financial wellness industry is at a turning point. Generic, one-size-fits-all solutions are giving way to personalized, action-oriented education that meets people where they are and guides them where they want to go.

The Sqwire Commitment

These survey results aren’t just numbers on a page – they represent real people making real progress toward financial security. Behind every percentage point is someone who now feels more confident about their money, more prepared for emergencies, or more optimistic about their financial future.

That’s not just our business model – that’s our promise. And based on these results, it’s a promise we’re keeping.


Want to see how Sqwire can impact your organization? Contact us at info@getsqwire.com to learn more about bringing transformative financial wellness education to your team.