One platform for every employee benefit —retirement, health, life, and voluntary.
vWise’s AI-powered Digital Engagement Platform turns participant data into personalized experiences that drive enrollment, deepen engagement, and increase product adoption across every benefit type you offer, all from a single platform.
When your systems are fragmented, your participant experience is too.
When every product line has its own enrollment flow, its own communication strategy, and its own data silo, participants get confused—and providers lose revenue.
Opportunities to connect participants with the right benefits disappear into the gap between systems. And without a unified view of participant data across product lines, providers can’t identify the right enrollment and engagement opportunities—let alone act on them.
vWise was built to solve this. One participant profile. One platform that generates personalized experiences across retirement plans and IRAs, health insurance, life insurance, disability, and voluntary benefits, so that the right message reaches the right person at the right point in time.
Enroll
Make enrollment effortless—for every benefit.
Whether it’s a 401(k), health plan, life insurance, or voluntary benefits, vWise delivers enrollment experiences tailored to each participant’s profile, eligibility, and life stage—so they see what’s relevant to them and can act on it immediately.
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Engage
Keep participants engaged at every stage of their lifecycle.
Personalized nudges, account insights, and timely calls-to-action help participants get more from the benefits they already have, like reminding a new parent to update their beneficiaries or nudging an HSA-eligible employee to start contributing.
Providers can even add branded video introductions to any experience, putting a human face on every interaction, at scale.
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Adopt
Help participants discover products that fit their life.
When the data says a participant would benefit from a product they haven’t adopted yet, vWise surfaces it, with personalized education that builds confidence and a seamless transaction flow that lets them act right there, without ever leaving the experience.
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Connect
Turn participant data into your competitive advantage.
Use vWise to aggregate data from recordkeepers, carriers, and administration systems into unified participant profiles, giving you cross-product insights and the ability to act on them at scale.
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Meet WiseGuide: The next evolution of employee engagement and benefits adoption
Participants don’t always know what to do with the benefits available to them — and they shouldn’t have to dig through emails to find out. WiseGuide is vWise’s built-in AI assistant that meets participants in the channels they already use, including Slack and Microsoft Teams. It helps them understand their options, compare choices, and take action across retirement and IRAs, health, life, and voluntary benefits — 24/7.
For providers, WiseGuide turns every employee interaction into an opportunity to educate, engage, and enroll across product lines. When a question requires human expertise, WiseGuide routes it—with full context—to the right advisor, agent, or service team.
Unlike generic chatbots, WiseGuide is built for the complexity of financial products. It understands plan rules, eligibility, and compliance requirements so participants get answers they can trust.
20+ years of proven results.
Here’s what happens when the right message reaches the right person at the right time.
56%
Participants complete a transaction.
8%
Average deferral rate for first-time enrollees.
88%
Average increase in existing participant deferral rates.
Why providers choose vWise.
Built for financial services.
20+ years in regulated financial product markets. ERISA, FINRA, SEC, DOL, SECURE 2.0. SOC2-certified. We understand the rules because we’ve always played by them.
One platform, not a patchwork.
Enrollment, engagement, product adoption, and data integration—all connected, all personalized, all from one platform that scales with you.
Built to get you live faster.
Pre-built integrations with recordkeepers representing 70% of the DC market. AWS infrastructure designed for enterprise scale. Built for speed to market and maximizing ROI.
In-platform transactions.
Participants don’t just learn—they act. Frictionless enrollment, deferral changes, product adoption, and more happen in one continuous flow, without ever leaving the platform. Education and action in a single experience—that’s what drives conversion.
Ready to turn passive participants into active ones?
vWise helps financial services providers get participants to enroll, engage, and grow their financial futures—through personalized experiences that make saying yes easy.
See how you can use vWise to drive enrollment, engagement, and product adoption across every benefit type you offer.
