Data from multiple sources enables deeper participant connections
The vWise platform collects data from plan recordkeepers, sponsors and third-party sources to create a holistic profile of participants, which can be used to create the foundation of your product adoption strategy.
Two ways to integrate data into your marketing efforts
vWise provides a solid foundation to support your marketing initiatives — and the flexibility to choose how we can best serve you.
Data only. If you already have a marketing platform in place, we can deliver the curated data directly to your internal team in any format that is required.
Data + engagement. If you don’t have resources to build and execute a participant engagement strategy, we can do that too, using our proven marketing model.
Existing relationships support speed-to-market capabilities
The foundation of vWise Connect is based on existing integrations we have established with the top recordkeeping platforms in the retirement market. These connections enable you to:
Aggregate data from multiple sources quickly and easily.
Integrate data into your marketing strategy.
Dynamically track, report, audit and manage the data.
How vWise integrates data into the experience
Collect
Aggregate data from multiple sources.
Transform
Customize and manage your data.
Deliver
Access data via large-scale batch processing and API integrations.
Update
Continuously update participant profiles and report to all stakeholders.
Discover other solutions
Increase product awareness and adoption.
The vWise Adopt solution empowers you to transform participant data into compelling, personalized experiences at scale. Sophisticated technology and intuitive design help you build trusted relationships that increase engagement and product adoption.
