Maximizing ROI from Mental Health Benefits in Financial Services and Banking

How a leading bank saved more than $3M by investing in mental health

The financial services industry is often defined by its intensity—long hours, heavy workloads, and high-stakes decision-making. Over time, the toll can be significant. Burnout, anxiety, and depression are increasingly common among employees, particularly as they struggle to balance demanding roles with their health and personal lives.

That’s why a leading employer in the finance and banking industry with 21,000 employees partnered with CuraLinc to address mental health and wellbeing proactively. Rather than seeing mental health as just a benefit, they recognized it as essential to helping employees perform at their best, make sound decisions, and manage risk, even in a high-pressure environment.

Access the full case study to learn how investing in CuraLinc’s EAP protected more than $3 million and created a healthier, more productive workforce.

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An ROI model that's backed by research and built for action

CuraLinc's ROI model was developed from over 166,000 real-world cases and validated in a peer-reviewed study. It shows how meaningful mental health support drives return across five key areas:

Healthcare savings from avoided outpatient mental health claims
Clinical recovery for high-risk mental health conditions and alcohol use
Restored work time by addressing absenteeism and presenteeism
Retention of employees at risk of turnover
Organizational value through crisis support, training, and management consultation

Whether you’re trying to make the case for investment, compare vendor performance, or align leadership around mental health strategy, the model gives you both the data and the rationale.

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What financial leaders are up against

Banks, credit unions, and investment firms are facing an escalating mental health crisis within their workforce, driven by high-pressure environments and persistent stigma around seeking help.

Yet many still face systemic barriers to care. Concerns about confidentiality, fears of being judged, or an industry culture that values strength over vulnerability leave countless professionals struggling in silence.

These realities make one thing clear: waiting until mental health problems reach a breaking point is not an option. Financial leaders need mental health solutions that are proactive, accessible, and, above all, trusted by their employees.

Prevalent mental health conditions

Rates of depression, anxiety, and even suicide are climbing across the financial sector. World Finance reports that mental health issues are becoming more prevalent industry-wide.

Increasing turnover

Recent data shows that 83% of employees in financial services have considered changing jobs due to the impact of work on their mental health, with nearly half ultimately making the move.

Demand for increased support

60% of employees in financial services say their employer could do more when it comes to workplace mental health and wellbeing.

A mental health and wellbeing program built for the demands of the finance and banking industry.

Most mental health programs weren’t built for the intense pressure and demands of the finance and banking industry. Your people are burned out and stressed. They want and need support, but it has to be the right kind—personalized, confidential, and accessible. They don’t have time to figure out a clunky platform or wait three weeks for an appointment.

CuraLinc’s model is different. We deliver personalized, human-centered mental health care designed to meet the unique needs of employees in the industry.

Access

Fast, flexible access to care—including immediate support from licensed clinicians and multiple ways to engage in therapy or coaching: in-person, virtual, text-based, or group. On average, participants connect to care in just 2.1 days.

Navigation

CuraLinc’s platform and Care Advocates work in tandem to guide every care journey as needs evolve. And because our matches are personal and precise, 97% of participants stay with their first provider.

Outcomes

In a peer-reviewed study of finance and banking employees, CuraLinc’s EAP helped 82% recover from depression risk, 89% resolve productivity issues, and, on average, restore 39 hours of productive work time per month.