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