The Opportunity
Creating a contextual understanding of the key moments in retirement planning
Everyone is on a different journey to older age. From investments to savings, pensions to inheritance. Too many people end up close to retirement without ever having interfaced with a view of what wealth looks like in your twilight years.
The Solution
Meeting your customers where they are, in a non-judgemental setting. Mobile.
Scaling access to common guidance from IFA's via mobile applications is key. The last generation of robo-advice is an 'IF-THIS-THEN-THAT', not a learning, adaptive experience that gets better and more nuanced with the more contextual information it receives.
The Impact
The beta testing solution provably provided more focused, contextualised, personalised and available support. Provide scalable access to guidance content that would usually require many Google searches and long-form text engagement, giving customers more information more quickly... Allowing IFAs to focus on important and cognitively complex work.