- Banking
- Fintech
- Insurance
- Retirement
- Wealth Management
Engage millennial and even gen Z customers with your products by creating a digital solution that positions your products in their life context
- Create engaging and differentiated application for younger demographic with the Envizage API
- Introduce younger audience to protection solutions earlier on in context of life goals
- Position your credit, investment and insurance products in your customers’ life context
Provide a transparent framework to show how insurance products can support your client’s needs
- Create engaging and differentiated application to allow customers to identify products
- Position your insurance products in your customers’ life context
- Simplify the context of products in terms of your customers life goals
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
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
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
Show customers how they can better achieve their goals with investments, by positioning your products within their life context
- By leveraging the Envizage API, illustrate how cash savers can better achieve their goals through investing
- Position cash and investment products in your customers’ life context
- Easily integrate open banking and account aggregation across savings and investment accounts
Draw in Millennial and Gen Z customers with a digital engagement solution that connects your products to their desired future
- Create an engaging and differentiated application for millennials with the Envizage API
- Introduce younger customers to digital financial planning
- Position your credit, investment and insurance products in your customers’ life context