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Loved by companies that love their employees

Lululemon
Bosch
BCG
UKG
Johns Hopkins University
Dyson
Etsy
Affirm
Nestle
Peloton
Zillow
Tripadvisor
Hearst
Rivian
Twitch
Hallmark
Logitech
Instacart
Snap
Applied Materials
Rover
Qualtrics
Yelp
Newbalance
Atlassian
Honda
Figma
Headspace
Collective Health
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With over 300+ customers worldwide, you’re in good company.

We worked closely with the vendor to ensure our implementation reflected country-by-country nuances; as a result, the implementation was fairly seamless.

We worked closely with the vendor to ensure our implementation reflected country-by-country nuances; as a result, the implementation was fairly seamless.

We worked closely with the vendor to ensure our implementation reflected country-by-country nuances; as a result, the implementation was fairly seamless.

John Le
Director of Health and Wealth
Case study
All industries
Healthcare & Life Science

How Microsoft's Perks+ gained 90% engagement from 220,000+ employees in 78 countries worldwide

How Microsoft's Perks+ gained 90% engagement from 220,000+ employees in 78 countries worldwide

How Microsoft's Perks+ gained 90% engagement from 220,000+ employees in 78 countries worldwide

Case study
All industries
Technology

By operating with Forma and carving out a multitude of wallets, that allows us to be really creative, also flexible, and gives employees really good guidelines on what each intended use for each wallet is.

By operating with Forma and carving out a multitude of wallets, that allows us to be really creative, also flexible, and gives employees really good guidelines on what each intended use for each wallet is.

By operating with Forma and carving out a multitude of wallets, that allows us to be really creative, also flexible, and gives employees really good guidelines on what each intended use for each wallet is.

Margaret Fairbairn
Director, Global Benefits at Instacart
Case study
All industries
Retail & Hospitality

Saved healthcare costs with HMO/LSA combo

Saved healthcare costs with HMO/LSA combo

Saved healthcare costs with HMO/LSA combo

All industries
Healthcare & Life Science

Forma is one of the top-performing and most utilized vendors we offer to our employees.

Forma is one of the top-performing and most utilized vendors we offer to our employees.

Forma is one of the top-performing and most utilized vendors we offer to our employees.

Alex Park
Total Rewards Analyst
Case study
All industries
Retail & Hospitality

More than 95% of our employees used their benefits through Forma last year and gave the experience a 99% Customer Satisfaction (CSAT) rating. We also reduced program admin time by 80% and associated employee inquiries by 50%.

More than 95% of our employees used their benefits through Forma last year and gave the experience a 99% Customer Satisfaction (CSAT) rating. We also reduced program admin time by 80% and associated employee inquiries by 50%.

More than 95% of our employees used their benefits through Forma last year and gave the experience a 99% Customer Satisfaction (CSAT) rating. We also reduced program admin time by 80% and associated employee inquiries by 50%.

Brad Kempf
Head of Global Benefits
Case study
All industries
Technology

Saved

500k

in 6 months by replacing Concur

Saved

500k

in 6 months by replacing Concur

Saved

500k

in 6 months by replacing Concur

All industries
Financial Services

We've been so pleased with our relationship with Forma and how they've filled all those boxes for us. It’s really part of our Total Rewards package in the end because it’s cash you can spend in so many different ways.

We've been so pleased with our relationship with Forma and how they've filled all those boxes for us. It’s really part of our Total Rewards package in the end because it’s cash you can spend in so many different ways.

We've been so pleased with our relationship with Forma and how they've filled all those boxes for us. It’s really part of our Total Rewards package in the end because it’s cash you can spend in so many different ways.

Patti Petrella
Sr. Director of Global Benefits at Tripadvisor
Case study
All industries
Technology

How Guild achieves 92.5% utilization and saves $145k annually with flexible lifestyle benefits

How Guild achieves 92.5% utilization and saves $145k annually with flexible lifestyle benefits

How Guild achieves 92.5% utilization and saves $145k annually with flexible lifestyle benefits

Case study
All industries
Others

Offers All-inclusive LSA with

98%

employee engagement

Offers All-inclusive LSA with

98%

employee engagement

Offers All-inclusive LSA with

98%

employee engagement

All industries
Retail & Hospitality

If I was to take 13 years of [engagement survey] data and comments combined, it would probably still be at a fraction of the impact that the LSA has made to our workforce.

If I was to take 13 years of [engagement survey] data and comments combined, it would probably still be at a fraction of the impact that the LSA has made to our workforce.

If I was to take 13 years of [engagement survey] data and comments combined, it would probably still be at a fraction of the impact that the LSA has made to our workforce.

Lisa Jacobi
Senior Vice President & CHRO
Case study
All industries
Technology

Ranked Forma the

#1

benefit

Ranked Forma the

#1

benefit

Ranked Forma the

#1

benefit

All industries
Financial Services

How Point revamped its wellness benefit to exceed the engagement goal (70%) and 100% of claims processed

How Point revamped its wellness benefit to exceed the engagement goal (70%) and 100% of claims processed

How Point revamped its wellness benefit to exceed the engagement goal (70%) and 100% of claims processed

Case study
All industries
Technology

I love this program because it's so adaptable. Whatever phase of life our employees are in or pain points they are experiencing at an individual level, this program can enhance their wellness. Our employees have been able to improve their life, essentially however they want

I love this program because it's so adaptable. Whatever phase of life our employees are in or pain points they are experiencing at an individual level, this program can enhance their wellness. Our employees have been able to improve their life, essentially however they want

I love this program because it's so adaptable. Whatever phase of life our employees are in or pain points they are experiencing at an individual level, this program can enhance their wellness. Our employees have been able to improve their life, essentially however they want

Wendy Macias
Director of Global Benefits
All industries
Technology

The best thing for me as a benefits leader is that Forma it's pretty hands-off for me. It really alleviates so much burden on our team.

The best thing for me as a benefits leader is that Forma it's pretty hands-off for me. It really alleviates so much burden on our team.

The best thing for me as a benefits leader is that Forma it's pretty hands-off for me. It really alleviates so much burden on our team.

Karen Hoang
Programs Senior Manager, Benefits
All industries
Technology
80%

global participation with 45k claims processed in 4 months

80%

global participation with 45k claims processed in 4 months

80%

global participation with 45k claims processed in 4 months

All industries
Technology

Explore how Bitsight built an inclusive, global LSA program with 87%+ engagement

Explore how Bitsight built an inclusive, global LSA program with 87%+ engagement

Explore how Bitsight built an inclusive, global LSA program with 87%+ engagement

Case study
All industries
Technology

How West Coast Financial achieved 90 percent employee engagement, an approval rate for claims of 95 percent with a renewed wellness spending account

How West Coast Financial achieved 90 percent employee engagement, an approval rate for claims of 95 percent with a renewed wellness spending account

How West Coast Financial achieved 90 percent employee engagement, an approval rate for claims of 95 percent with a renewed wellness spending account

Case study
All industries
Financial Services

Forma presented a solution that met all our priorities, including global capabilities and flexibility in reimbursement method and plan design.

Forma presented a solution that met all our priorities, including global capabilities and flexibility in reimbursement method and plan design.

Forma presented a solution that met all our priorities, including global capabilities and flexibility in reimbursement method and plan design.

Brian Wilson
Senior Leader, Employee Benefits

All industries
Technology

80% of Rhinos are engaged on Forma's platform with a 99% CSAT rating of Forma. Forma's partnership allows our People Operations team the opportunity to focus on significantly less administrative processes and continue to support our Rhinos who are out there solving some of society’s greatest issues.

80% of Rhinos are engaged on Forma's platform with a 99% CSAT rating of Forma. Forma's partnership allows our People Operations team the opportunity to focus on significantly less administrative processes and continue to support our Rhinos who are out there solving some of society’s greatest issues.

80% of Rhinos are engaged on Forma's platform with a 99% CSAT rating of Forma. Forma's partnership allows our People Operations team the opportunity to focus on significantly less administrative processes and continue to support our Rhinos who are out there solving some of society’s greatest issues.

Juls Fleury
VP of People Operations
Case study
All industries
Financial Services
45k

claims processed in 2023 with 89% approved

45k

claims processed in 2023 with 89% approved

45k

claims processed in 2023 with 89% approved

All industries
Retail & Hospitality

We want to have a very good retention of employees. We want to make them have and that's why we found Forma and so far we are having an amazing experience.

We want to have a very good retention of employees. We want to make them have and that's why we found Forma and so far we are having an amazing experience.

We want to have a very good retention of employees. We want to make them have and that's why we found Forma and so far we are having an amazing experience.

Marina Carpova
Global Director of Payroll
Webinar
All industries
Professional Services

Forma has been really good at providing such a breadth of opportunities, you know, the online store, the ability to use credit card. There's untapped potential even within how Rev is using Forma today.

Forma has been really good at providing such a breadth of opportunities, you know, the online store, the ability to use credit card. There's untapped potential even within how Rev is using Forma today.

Forma has been really good at providing such a breadth of opportunities, you know, the online store, the ability to use credit card. There's untapped potential even within how Rev is using Forma today.

Heather Escobado
Rev
Case study
All industries
Others

Saved costs with LSA incentive for employees who don’t need vision coverage

Saved costs with LSA incentive for employees who don’t need vision coverage

Saved costs with LSA incentive for employees who don’t need vision coverage

All industries
Technology
99%

activation and adoption

99%

activation and adoption

99%

activation and adoption

All industries
Professional Services

Uses Pwny Perks as a differentiator for talent retention/attraction

Uses Pwny Perks as a differentiator for talent retention/attraction

Uses Pwny Perks as a differentiator for talent retention/attraction

All industries
Technology
99.8%

time saved processing claims manually

99.8%

time saved processing claims manually

99.8%

time saved processing claims manually

All industries
Technology

Before we were just adding $50 to everyone’s paycheck. And now we’re adding money to a wallet, where if people don’t use it, we get that money back and save—that’s been a positive.

Before we were just adding $50 to everyone’s paycheck. And now we’re adding money to a wallet, where if people don’t use it, we get that money back and save—that’s been a positive.

Before we were just adding $50 to everyone’s paycheck. And now we’re adding money to a wallet, where if people don’t use it, we get that money back and save—that’s been a positive.

Anna Engstrom
Associate Manager Talent Strategy and Development
All industries
Retail & Hospitality

Our member satisfaction is unmatched

CSAT

Member NPS

Member PSAT

Loved by millions of employees and counting

Easy to use, amazing benefit

The site is really well laid out and it is easy to find items. I appreciate the cues on the site to find what I wanted, which was to submit a claim. I think compared to the competitors, the site is at the top of the ranking.

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Most simple corporate expense process I have experienced

Now that I've submitted multiple expenses to Forma for reimbursement, I can say that it's definitely the easiest process I've experienced. Login, website navigation, and submission are all very self-explanatory & user-friendly.

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Fantastic benefits, simply and efficiently delivered

The Forma interface and overall UX is fantastic. It's easy to find things, easy to claim for benefits and easy to get support. Turnaround times for things like approvals and reimbursements are also really quick. I love it!

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My wife and I are both working from home now, so we had to upgrade our internet service. Having that expense be something that I don’t have to take on is huge.

Ni Adesokan
Manager, Mid-Market Sales at Affirm

I have a three-and-a-half-year-old daughter who goes to preschool and I submitted an invoice from the preschool. It was approved in a day or two.

Marina Carpova
Global Director of Payroll at DoubleVerify

One Dropboxer shared that while they had a stove, their oven hadn’t worked for years. They were so excited when Perks Allowance launched because they could afford to buy a new oven.

Wendy Macias
Director of Global Benefits at Dropbox

I asked, and sure enough, a skateboard ramp counts as exercise equipment. I was so excited that I would be reimbursed for the materials to build the skate ramp!

Jake
Team member at Dropbox

One person got their haircut and was very excited about that and was like I’ll never have to pay for a haircut again!

Anna Engstrom
Associate Manager Talent Strategy and Development at Kyte

Grateful to work for a company that values connection, growth, & development of the whole human. Our sweaty pursuits health benefit covers the cost of classes like these & the quality time I get to spend with my team outside of the store makes our jobs so fulfilling.

Matthew Jacobs
Regional Manager at lululemon

One of my absolute favorite Microsoft benefits is our annual Perks+ budget. Every January, it resets so we can be reimbursed for up to $1500 in almost anything that supports our physical, mental emotional, and financial well-being. I love it!

Ashley Doyal
Sourcing and recruiting leader at Microsoft

I’ve encouraged some of my co-workers to use the FLEXBenefits program to take a spa day, something they probably wouldn’t have considered otherwise, to alleviate the stress of coming in to work.

Sofia
Safety and Security Manager at Palo Alto Network

As an avid gardener, I decided to use my FLEXBenefits to buy some raised beds in order to grow fruit and vegetables and educate my children on the seed to stomach process.

Terry Jones
Senior Director, Talent Development at Palo Alto Network