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.
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.
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.
