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Behavioral Finance
/  Use Case

Generating timely and relevant insights

Benefit Insights


Many employers offer different saving vehicles to accommodate a large workforce with different financial objectives. While flexibility can be beneficial, it often leads to employee confusion regarding the optimal utilization of diverse saving options. We build optimization algorithms to generate insights based a member’s unique goals and objectives.

The fusion of machine learning to predict user behavior and behavioral finance to provide subtle guidance enables the generation of data-driven insights at different stages of retirement journey.


For most individuals, optimizing across various saving vehicles poses a highly challenging task. While certain employers offer financial advice through their wellness programs, many rely on their HR teams to convey intricate financial information to employees. By simulating decision impacts and generating optimized insights, individuals are equipped to have more meaningful conversations with HR teams or financial advisors, resulting in better financial outcomes.

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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