Personalization

Leverage data to drive higher conversion rates.

Powered by the Profile Builder and Rules Engine, the vWise Platform leverages data to deliver highly personalized, journey-specific experiences and touchpoints to drive participants to engage and transact throughout the participant lifecycle.

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Deliver the right information to the right person at the right time

Create relevant and powerful calls-to-action

Drive participants to complete transactions

Intelligently deliver personalized experiences through segmentation.

With the Profile Builder, a stream of demographic, financial, behavioral and transactional data is securely collected to continuously build and refine participant profiles. Then the Rules Engine applies segmentation to select the best personalized experience and journey-specific call-to-action for each participant.

  • Enrollment
  • Increasing deferrals
  • Maximizing employer match
  • Catch-up contributions
  • Rollovers
  • Managed accounts
  • Advice

Build loyalty through engaging, personalized experiences.

Consistently deliver the right message to the right person at the right time to develop meaningful connections. Creating experiences specifically tailored to each participant builds trust and reinforces their decision to engage with your brand.

  • Delight participants to keep them coming back
  • Maintain participant engagement by eliminating friction points
  • Communicate across all touchpoints in one consistent voice