Retain your customers’ assets as they transition from accumulation to deaccumulation
Leverage a flexible access drawdown planning tool that supports cash flow modelling and attitude to risk
- Create a flexible access drawdown planning application powered by Envizage API
- This can support cash flow modelling including attitude to risk and selection
- Annuity selection process
Ensure a high regulatory compliance standard for your retirement solutions
Envizage can help to deliver consistency across the customer journey that is in line with compliance regulations
- Using the Envizage API, provide a consistent framework across client engagements, both digitally and advisor led
- Create a consistent fact-find process that can be leveraged to support suitability and vulnerability reporting, especially when serving products such as equity release
- Create product recommendations that are defensible to regulators and provide a consistent framework for advisors supporting compliance and training requirements
Help your customers make smarter at-retirement choices at scale
Enhance the business value and effectiveness of your human, digital or hybrid at-retirement proposition by showing your customers why they should engage with it
- Create a wellness-based hybrid retirement planning app leveraging the Envizage API
- Support a wider customer-base with coaching advice digitally
- Take holistic financial data and explore possible future outcomes within their life context to make personalised recommendations supporting their transition to retirement
- Provide information about pension consolidation, DB to DC Transfer, drawdown vs. annuitisation, withdrawal sequencing, equity release and long-term care in a way that is relevant
Give your customers a compelling reason to consolidate their pensions
Show your customers how they can achieve their retirement goals by aggregating pensions data, showing it within their life context
- Illustrate how customers can better achieve their goals through consolidation by leveraging the Envizage API
- Position pension consolidation in your customers’ life context
- Easily integrate open banking and account aggregation across savings and pension accounts to show the benefit