2025 Financial Wellness in the Workplace Report:

What today's workers value most, across generations

About the Report
Download the Report
Key Findings
Webinar Replay
Insights
Let's Start a Conversation

About the Report

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan 
Senior Vice President and 
Head of PNC Organizational Financial Wellness

Confidently create the right benefits mix

Economic pressures persist, and worker expectations continue to evolve. Employers still face the difficult task of delivering meaningful benefits without strapping budgets. Our third annual Financial Wellness in the Workplace Report draws on parallel surveys of U.S. workers and employers. It offers new insights to help HR and other business leaders make thoughtful, data-driven benefits decisions that support workers’ financial wellness — and result in a more productive workplace.

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan 
Senior Vice President and 
Head of PNC Organizational Financial Wellness

Financial Wellness in the Workplace Report 2024

Download the Report

Find out what benefits U.S. workers value most and learn what steps you can take to hold on to the best talent.

Download the Report

Key Findings

78% of U.S. employers say workers’ financial stress negatively impacts operations.
71% of U.S. workers say financial stress negatively impacts their overall mental health.
4 hours per week is how long U.S. workers spend worrying about their personal finances at work, up from 3 hours in 2024.
78% of employers believe their workers are at least somewhat prepared for retirement. Only 45% of workers agree.

 

Source: 2025 Financial Wellness in the Workplace Report: What today's workers value most, across generations

Learn more about the tailored employee benefit solutions offered by PNC Organizational Financial Wellness

Webinar Replay

2025 Financial Wellness in the Workplace Webinar: What today's workers value most, across generations

Learn from our experts as they review the Financial Wellness in the Workplace Report and discover what you need to know to make a difference to your employees.

Watch the replay

Speakers

Amanda Agati

Chief Investment Officer
 

Amanda is the chief investment officer for PNC’s Asset Management Group and chair of the PNC Investment Policy committee. She is also a member of the Investment Committee for PNC's pension fund, has recently served on PNC's Talent & Inclusion Council and is a PNC-certified Women’s Business Advocate. Amanda leads the firm's overall investment strategy, portfolio and risk management approach and investment solution development across the Asset Management Group, encompassing the Investment Office, PNC Private Bank®, PNC Private Bank Hawthorn® and PNC Institutional Asset Management®.

Vicki Henn

Chief Human Resources Officer
 

Vicki is the Executive Vice President and Chief Human Resources Officer for The PNC Financial Services Group. She serves on the board of the PNC Foundation, is a member of PNC’s Talent & Inclusion Council and is the executive sponsor of the PNC Latino Employee Business Resource Group. As the head of HR for PNC’s largest employee base, she was instrumental in planning and executing the talent management strategy supporting our ongoing retail transformation.

Krista Flynn

Krista Flynn

Midwest Regional Executive for
Commercial Banking

Krista is the Midwest Regional Executive of Commercial Banking for PNC Bank. She focuses on leading her teams in excellence, to provide financial solutions to businesses across the lower Middle Market space in 9 states. She has almost 30 years of experience in the financial services industry and has been honored as one of West Michigan’s 50 Most Influential Women, the 200 Most Powerful Leaders in West Michigan, and a finalist for the Deal of the Year Award in Finance (2019), and the Woman of the Year (2022 Brilliance Awards).

Moderator

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan

Head of Organizational Financial Wellness

Kaley is the Head of PNC Organizational Financial Wellness, where she is responsible for leading a nationwide team, and delivering comprehensive financial wellness benefits to companies to move their employees forward financially. She has nearly 20 years of financial services experience and has spent the last 12 years championing and advocating for the expansion of financial wellness benefits.

Previous Financial Wellness in the Workplace Reports

Kaley Keeley Buchanan - Senior Vice President of Head of PNC Organizational Wellness

Kaley Keeley Buchanan 
Senior Vice President and 
Head of PNC Organizational Financial Wellness

Insights

Get news and analysis related to organizational financial wellness

Client Success Stories

Client Success Story – Penske Automotive Group

Automotive retailer partners with PNC to offer its team health savings account (HSA) solutions and related financial education.

Client Success Stories

Client Success Story – Wisconsin Aluminum Foundry

Specialist in alloy casting, molding and engineering partners with PNC to deliver meaningful financial wellness benefit options for its diverse team.

Client Success Stories

Client Success Story – Hershey Entertainment & Resorts Company (HE&R)

Resort and entertainment company relies on PNC to help simplify banking for seasonal workers participating in the J-1 Visa Summer Work Travel Program.

Let's Start a Conversation

If you have questions or would like additional information, please fill out this short form so we can get in touch with you.

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Find out more information how the PNC Organizational Financial Wellness program helps employers offer benefits that enable employees to plan for their futures.