Active Solutions Across Silos
Each individual’s To Do Dashboard is personalized for them, enabling Retiremap to promote active solutions tailored to the holistic view of the customer, based on over 300 data points gathered on the customer. By designing for a broad array of financial needs, Retiremap continues to deliver engaging, highly-relevant calls to action. For example, if there is a specific action that a financial institution would like customers to act on, such as opening a particular type of account or signing up for a service, Retiremap can build those actions and target customers whose demographics match the firm’s requirements.
Retiremap feels that this level of customization enables firms to promote unique actions whose completion can be easily measured.
A Place for Human Interaction
A central component of the communications to customers is the human element, which makes it easy to engage with their financial coach. This type of accountability, delivered over email, SMS, in-app messages, video voicemail and live calls, keeps customers focused on their To Dos and is hugely valuable when it comes to getting them to change behavior.
Additionally, when financial coaches interact with customers, they can easily personalize the customer’s Dashboard. By selecting checkboxes from their personalized coaching scripts, To Dos are automatically added or removed in the customer’s Dashboard. The power of this type of workflow automation means that a coach’s time is optimized for their greatest value- a nuanced financial assessment and not administrative work.
Moreover, customers can chat directly with their coach and all the communications flow through a team-based CRM that has been customized for the financial coaches. The CRM includes templated responses to common FAQs, as well as automatically-sent messages, based on behavioral and time-based triggers.