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Personify Health Client Blog

Thrive Client Community Workshop Insights

by Personify Health on May 12, 2025

250402LHG_920-cropExploring key insights from our Client Community Pre-Conference Workshop

Recently we had the privilege of hosting a client-only workshop on Day 1 of Thrive Summit 2025 in Orlando, Florida. This interactive session brought together members of our Insider and Influencer Client Community to dive deep into industry insights and our evolving product roadmap. The goal—continue to enhance our offerings to best serve you (our clients) and your people.  

During the workshop, clients discussed a variety of topics, like personalization and ways to enhance the member experience with AI, data, and reporting. Feedback from this workshop will be a driving force in shaping our Product and Content Roadmaps.  

Hear from your peers by exploring insights and takeaways from our workshop.

Member Experience Client Experience

 

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Creating an engaging, supportive member experience

Consistent Experience

Workshop attendees shared a desire to enhance the member experience through consistent experiences across the platform, integrating additional device and third-party data sources, and offering tailored incentives for diverse and global populations.

Participants also emphasized the need to streamline operational processes and improve benefit search functionality to create a more user-friendly experience. 

Personalization

Workshop participants also shared feedback around personalization. Specifically, they want to personalize the member experience by customizing the recommendations after completing a Journey, Assessment, or Challenge.

They also noted the importance of striking the right balance between customization and standardization and updating member profile questions to enable members to note their motivations (“what's your why”).

Additionally, they shared ideas around enhancing member communications by incorporating videos into Announcement Cards and utilizing push notifications for reward tracking.  

Engagement strategies

Attendees desire more member engagement strategies like evolving incentive structures, leveraging market insights, and expanding onsite tactics.

Suggestions included introducing competitive elements, customizable Challenges, and theme-based events to sustain member interest and participation.  

Member communications

Attendees requested additional motivating member communications that engage hard-to-reach populations (like manufacturing organizations, physicians, and scientists).

Clients also discussed ideas on how to incorporate organizational initiatives and groups into your strategy (like organization-wide safety initiatives and Employee Resource Groups) to help promote the program and offerings.

Some clients highlighted challenges in transitioning from annual to quarterly game designs, noting member uncertainty and confusion. Other clients shared a few effective promotional strategies, such as raffles, giveaways, and wellness toolkits (especially for hourly staff) and sending personalized, targeted communications. 

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How we’re taking action

As part of our ongoing focus on enhancing and refreshing platform content, the Content Team is pleased to share that there is new content already in the works to address some of the content needs discussed at the workshop, including new Challenges and Challenge refreshes. 

 

Update from Content Team

New Challenges

  • New Destination Challenge: Hidden Art Around the World (added in February)

  • New Holistic Challenge Template: Exploring the Secrets of a Brain Breakthrough (coming in May)

  • New Designation Challenge on Blue Zones – Expedition: Live to 100 (coming in June)

Update from Content Team

Refreshed Challenges

  • Eco Friendly Cities (refreshed in March)

  • The Great Wall of China (refreshed in April)

  • The Inca Trail (coming in May)

  • European Expedition (coming in May)

  • Great American Adventure (coming in June)

 

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Enhancing your experience

Operational efficiency and process improvements

Enhanced customer satisfaction through operational efficiency and process improvements. Our teams are continuously reviewing communications and customer service experiences to ensure timely, clear communications, consistent support from account management, streamlined operations, and simplified client onboarding processes.

AI and data

AI integration and data utilization has the potential to help optimize engagement and member communications processes. Clients highlighted the need for expanded data points, improved reporting capabilities, and leveraging logic-driven strategies for more targeted member outreach. The consensus was that integrating AI technologies could enhance engagement metrics and streamline communication efforts effectively.

Peer-to-peer support

Workshop attendees expressed appreciation for the value of peer-to-peer sharing and community support within the platform. The collaborative environment fostered by forums and internal campaigns promoting member-to-member interactions was lauded for its ability to nurture a sense of community and encourage idea sharing. Clients emphasized the positive impact of fostering a supportive ecosystem where members could engage with each other, exchange insights, and collectively strive towards their wellness goals.

Enhancing benefits

Clients noted the value of having partners as part of their benefits and wellbeing solutions. Some were interested in seeing additional partners in specialized areas, such as oncology care, financial wellbeing, and men’s health to provide a holistic support ecosystem for members, while others suggested a utilization-based partner program.

There was also a growing interest in how lifestyle savings accounts (LSAs) can uniquely reward members and offer greater flexibility to cater to diverse populations.

Others discussed our Transform digital therapeutics solution and how medical claims ingestion works, desire for a client feedback mechanism, and member engagement strategies.

Leadership buy-in & internal support

Increasing leadership buy-in and other internal support was a popular topic with many noting a desire to increase their internal leadership support while also proving the return on investment (ROI) of these programs. Clients were interested in ways to tools to support their leaders (like pre-drafted messaging) and get them involved in mental health initiatives.

Additionally, clients were also curious to learn about ways to increase internal support for their programs, such as partnering with their employee resource groups (ERGs) or establishing Wellbeing Champions Network. 

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How we're taking action

As part of our commitment to continually enhance our platform content, we're also adding additional financial wellbeing and men’s health content this year. See below to see what content is available now and what is coming soon:

Update from Content Team

Financial Wellbeing

  • 3 New Journeys:

    • Healthy Eating on a Budget Journey featuring five new videos (released in April)

    • Start Budgeting Like a Pro Journey (coming in June)

    • Finances for Young Families Journey (coming in August)

  • On-demand webinar, called Conversations, will be on Financial Wellbeing (coming in August)

Update from Content Team

Men's Health

  • Videos added in March

    • Men’s Health: Subtle Signs of Low Testosterone (added in March)

    • Men’s Health: Simple Tips to Elevate Your Testosterone

  • Journey with Video coming in May: The Guy’s Guide to Better Wellbeing*

  • On-demand webinar, called Conversations, will be on Men’s Health (coming in June)

 

250402LHG_907_roundedNext Steps

This Client Community Workshop was a successful step towards enhancing the experiences of both you and your members. Thank you to all of those who participated in our workshop and shared valuable insights and ideas. Next, our teams are reviewing your feedback and prioritizing next steps. Be on the lookout for future updates to be released throughout the year. 

 

client-community-influencer-logoBecome an Influencer and join our next meeting

Looking to join conversations like these? Interested in meeting with peers and discussing ideas? Learn more and join our Influencer Client Community. Together, we can continue to innovate and elevate the services we provide, ensuring a positive impact on member engagement and satisfaction.

Join us in shaping the future of our offerings and fostering a community focused on driving meaningful change. 
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