Optimization

Achieve higher engagement throughout the participant journey.

Optimization experiences are designed to engage existing participants and help them make complex financial decisions at any lifecycle stage.

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Engaging, interactive process

Personalized account insights

Targeted calls-to-action

Simple one-click transactions

Leverage data-driven calls-to-action to motivate participants.

Create powerful calls-to-action based on the insights gained from participant profiles to deliver the right message to the right person at the right time.

  • Increase deferral rates
  • Maximize employer match
  • Eligibility alert for catch-up contributions
  • Re-engage participants who are no longer contributing

Drive participant action with personalized account insights.

Motivate employees to increase their deferrals by providing an individualized account snapshot, combined with a targeted call-to-action and a simple one-click transaction.

  • Show participants their current savings trajectory
  • Demonstrate how to optimize retirement savings
  • Offer plan-level insights, combined with a specific call-to-action
  • Make it quick and easy for participants to act now