New look. New tech. New vWise.

Have you seen vWise lately?

We’ve updated our look and feel to reflect the expansion of our platform. It also aligns with our mission to empower financial services organizations to leverage technology and hyper-personalization to drive adoption of financial products, increase employee engagement and improve investor outcomes.

So, what exactly does it do?

The vWise Digital Experience Platform (DXP) elegantly combines the latest technology, UX/UI design, data transformation capabilities and marketing automation to enable financial product manufacturers to personalize investor engagement at scale.

Personalization vWise

And what does that mean for our clients?

Our DXP delivers targeted, hyper-personalized user experiences that help investors say “yes” to products available both inside and outside of their workplace retirement plan, such as professionally managed accounts, IRA and 401(k) rollovers, lifetime income products and catch-up contributions.

And why did we do it?

Personalized products require personalized engagement. While there is a proliferation of exemplary investment products designed to meet a broad range of consumer needs, driving adoption of these products at scale requires increased digitization and personalization.

After examining the success our clients had with our workplace retirement plan solutions, we found we were in a unique position to also contribute to their success across a wide range of financial product lines – 529s, HSAs, 401(k) roll-ins, voluntary and force-out IRAs, financial wellness – that help investors throughout their entire financial journey.

Happy vWise user on laptop

And how do we do it?

Our proven engagement formula combines 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.

And what’s new?

The investment we’ve made in our platform to expand our capabilities creates entirely new revenue opportunities for our clients by driving adoption of financial products and services. And our new look and feel help the world get to know the new vWise.

We now offer four Solution Suites – Enroll, Optimize, Adopt and Connect – that can work independently or as a group to fit each client’s unique situation. This suite of solutions is easily customized to any use case.

Each of our solutions offers customizable content and targeted insights that increase participants’ confidence to make informed decisions. With the integration of demographic, behavioral and transactional data, the platform selects the next best step for each participant, delivering the right message to the right person at the right time.

And how do all these amazing things relate to our brand identity?

Our new brand identity represents the significant transformation of our platform and the new capabilities we now offer – and reflects our mission to empower financial services organizations to leverage technology and hyper-personalization to drive adoption of financial products, increase employee engagement and improve investor outcomes.

The new iconography included in our logo, featured in the green “v” and the blue “W” resemble checkmarks, symbolizing investors saying “yes” to everything from joining the plan and saving more to investing confidently and adopting a wide range of financial products and services. 

Our new tagline “Connect to yes” represents the success financial service providers attain when using the vWise DXP to complement their investor engagement, education and adoption programs.

Get to know the new vWise today.

Why choose vWise?


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


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


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.