Скачать презентацию Smart Plan Enterprise SM Interactive Video-Based Retirement Planning Скачать презентацию Smart Plan Enterprise SM Interactive Video-Based Retirement Planning

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  • Количество слайдов: 17

Smart. Plan Enterprise SM Interactive Video-Based Retirement Planning System © 2012 v. Wise Inc. 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. Introduce & Promote Smart. Plan © 2012 v. Wise Inc. All rights reserved.

Step 1: Promote to Plan Sponsors • Email to promote Smart. Plan: • • 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 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. Smart. Plan User Experience © 2012 v. Wise Inc. All rights reserved.

Step 3: Learn About Plan Features & Benefits © 2012 v. Wise Inc. All 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 4: Retirement Needs Analysis © 2012 v. Wise Inc. All rights reserved.

Step 5: Risk Profile Questionnaire © 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 6: Investments © 2012 v. Wise Inc. All rights reserved.

Step 7: Contribution Amounts © 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 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. Outreach Campaigns © 2012 v. Wise Inc. All rights reserved.

v. Ads • Full-motion video ad can appear on sponsor or provider website • 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 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. Performance & Analytics © 2012 v. Wise Inc. All rights reserved.

Detailed Analytics for Fiduciary Tracking • Who is using Smart. Plan? • Where are 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 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.