BMO Bank at Work and Group Banking Services
Our program can help your employees make real financial progress with access to banking services, a customized financial roadmap footnote 1 and financial education resources. Connect with a relationship manager to get started.


Why focus on financial wellness for your employees?
80% of Americans say they would benefit from answers to everyday financial questions from a professional. footnote 2 When you support the financial wellness of your employees, you’ll benefit from:
Higher workforce productivity
Employee loyalty and retention
Increased employee financial capability
Reduced workplace stress due to financial concerns
Our relationship managers can facilitate seminars focused on financial education in person at your company or to your team online. Connect with us to learn more.
Explore our cost saving solutions
We’re here to support your organization with services like:
- Individual and employer Health Savings Account (HSA) footnote 3enrollment
- Direct deposit enrollment
- Personalized online and in-person financial learning tools
Footnote 1 detailsThe implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges or expenses.
Footnote 2 detailsP x C Associate Financial Wellness Survey, January 2021
Footnote 3 detailsBMOHealth Savings Accounts, delivered by Lively are provided by Lively Inc. and are subject to their approval. Lively Inc. is not affiliated with BMO Bank N.A.