Periodical member communications such as annual pension statements are an excellent opportunity to engage with members and improve their financial literacy. Regrettably, benefit statements in their current format often serve as a mere legal obligation rather than an untapped opportunity. We can augment statements with technology pieces such as conversational AI and AI-generated videos to enhance engagement.
Breathe life into benefit statements by highlighting the key drivers of the benefit formula and explaining the outcomes to members in an easy to understand and friendly language.
We highlight the key drivers of the benefit formula and explain the outcomes to members in an easy to understand and friendly language using technology.
With improved financial literacy, members can make informed decisions and maximize the benefits they are entitled to. Even if it doesn’t directly lead to decision making, engagement improves the new appreciation for the retirement benefits and increases loyalty.
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