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Engaging with members at different stages of the retirement journey

Journeys for Different Life Stages


Members at different life stages have different needs. We use machine learning models to segment members into different groups and customize the messages to increase engagement. Employees are provided with relevant & timely information to prompt them to take appropriate action whether it is at the onboarding, monitoring, termination or withdrawal stage.


Delivering timely and relevant information creates abundant opportunities for member engagement and enables just-in-time learning. The potential for personalization based on deep segmentation is significant.

Interested in transforming the member experience in your organization?

You are intrigued by the potential of an enhanced member engagement strategy, but how do you get your stakeholders on board? We’ve got you covered! Our pitch deck explains the features and benefits of adopting digital solutions highlighting our process of overcoming member communication challenges. Start the conversation in your organization and you have our support every step of the way.
Let us introduce a contemporary take on the pension industry, one that empowers individuals to make informed decisions about their financial well-being in retirement. Pensionbar’s human-centric and holistic approach drives the transfer of passion into technology, generating superior return on your investment in offering retirement benefits.

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We are a remote first company headquartered in Toronto, Canada.

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