Company

vWise story

vWise was established in 2006 with one clear goal in mind – reimagine participant engagement by creating personalized experiences to increase plan participation and savings rates. Equally important was that we design our solutions to be flexible and scalable for our clients.

As retirement plans evolved to become the primary portal to address the overall financial wellness needs of participants, we’ve expanded our capabilities to match the growing needs of our clients to optimize employee engagement – even when auto services are available.

Today, vWise offers a comprehensive digital experience platform that helps participants say “yes” to everything from joining the plan and saving more to investing confidently and adopting a wide range of financial products and services.

vWise ecosystem

Partners to all

We are proud of the partnerships we’ve created with recordkeepers, financial product providers and advisors to contribute to the financial success of plan participants. 

Our success stems from three elements that uniquely position vWise to help you achieve your goals:

Established integrations with recordkeepers representing 70% of the DC market.

Proven expertise in the retirement plan market segment.

Extensive experience communicating in highly regulated markets.

A proven engagement formula

vWise understands that successful engagement requires two equally important factors.

Intuitive design and communications expertise ensure that we simplify complex information and streamline the participant journey, making it easy for participants to understand and act.

Sophisticated technology enables us to efficiently integrate demographic, behavioral, financial and transactional data sources to create personalized experiences that lead to frictionless transactions.

Personalization graphic


Solutions proven to strengthen plan outcomes

Participants who complete a transaction

56%

Average deferral rate for first-time enrollees is over

8%

Existing Participant deferral rates increase on average by

88%

Why choose vWise?

Experience

We have deep expertise communicating in highly regulated retirement and financial product markets.

Engagement

We understand that creating engagement requires both compelling, intuitive design and sophisticated technology.

Security

Advanced security protocols and tools ensure the security of all participant data. The vWise platform is SOC compliant to ensure all data remains secure.

Connect to yes. Put our experience and expertise to work for you today.

For more information about any of the vWise solutions, or the complete digital engagement platform, contact us.

vWise logo with tag line

Our vision is to shape the future of participant engagement by harnessing the power of data to orchestrate compelling experiences that create unprecedented value to financial services providers and the people they serve.

Contact

(877) 820-8212

85 Enterprise
Suite #320
Aliso Viejo, CA 92656