
51c67d8b94e698b30b3ed269524938ec.ppt
- Количество слайдов: 17
Smart. Plan Enterprise SM Interactive Video-Based Retirement Planning System © 2012 v. Wise Inc. All rights reserved.
Introduce & Promote Smart. Plan © 2012 v. Wise Inc. All rights reserved.
Step 1: Promote to Plan Sponsors • Email to promote Smart. Plan: • • Higher participation and contribution rates • • Increased employee engagement Helps fulfill fiduciary duty Plan sponsors give employee contact information to TPA… © 2012 v. Wise Inc. All rights reserved.
Step 2: Promote to Eligible Employees Email to promote Smart. Plan: • • Website available 24/7 • Personalized experience Links to Smart. Plan interactive-video website • • Take participants directly to HD video presentation… © 2012 v. Wise Inc. All rights reserved.
Smart. Plan User Experience © 2012 v. Wise Inc. All rights reserved.
Step 3: Learn About Plan Features & Benefits © 2012 v. Wise Inc. All rights reserved.
Step 4: Retirement Needs Analysis © 2012 v. Wise Inc. All rights reserved.
Step 5: Risk Profile Questionnaire © 2012 v. Wise Inc. All rights reserved.
Step 6: Investments © 2012 v. Wise Inc. All rights reserved.
Step 7: Contribution Amounts © 2012 v. Wise Inc. All rights reserved.
Result: Personalized Participant Profile Participant receives a complete profile: • • • Risk Profile • Chosen Investments, including vendor names, specific allocations • • Retirement Needs Contribution Amounts, as percentage or dollar Advisor sent a copy, for easy for follow-up © 2012 v. Wise Inc. All rights reserved.
Outreach Campaigns © 2012 v. Wise Inc. All rights reserved.
v. Ads • Full-motion video ad can appear on sponsor or provider website • Messages designed to drive viewers to Smart. Plan site © 2012 v. Wise Inc. All rights reserved.
Automated Email • Links directly to video vignettes that drive desired behavior • Messages tailored to specific audiences with specific goals, e. g. , diversification, rollovers, etc. • Fully customizable templates © 2012 v. Wise Inc. All rights reserved.
Performance & Analytics © 2012 v. Wise Inc. All rights reserved.
Detailed Analytics for Fiduciary Tracking • Who is using Smart. Plan? • Where are users coming from? • What sections are being used and what actions are users taking? • How much time are visitors spending on the Smart. Plan site? © 2012 v. Wise Inc. All rights reserved.
Driving Desired Behaviors • Performance comparable to on-site meetings 24/7/365 — for a fraction of the cost — fostering: • Increased employee engagement year-round • Higher contribution levels • Greater participant loyalty • Helps fulfill fiduciary duty © 2012 v. Wise Inc. All rights reserved.
51c67d8b94e698b30b3ed269524938ec.ppt