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interactive KiwiSaver software and portals

An intuitive investment and KiwiSaver member management platform that makes it easier to attract and retain the emerging mass market of investors. Our white label KiwiSaver technology helps to foster unparalleled customer loyalty and trust through tailored client engagement tools.
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KiwiSaver software to amplify investors’ digital experiences

What is the trick to building long-lasting customer relationships while attracting the next generation of KiwiSaver members?

Empower your customers to reach their savings goals through interactive and intuitive self-service tools that provide a uniquely engaging and enriching investment experience.

helping you grow in a more sustainable, flexible and cost-effective way

Experience the 4 key growth drivers with our innovative white label KiwiSaver technology:

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  • Grow your market share and empower KiwiSaver members to take charge of their investments by placing core investment tools and functions directly into the hands of your customers.
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  • Intelligent engagement tools, such as forecasting models and calculators, give investors powerful information to help support their retirement goals
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  • Develop a data-driven understanding of your overall client base through robust data analytics, giving you the information to confidently engage with customers.
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  • Drive an agile and responsive business by improving business efficiencies through automation and streamlining.
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create a unique and memorable investment experience

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Provide a mobile-first investment experience that enables KiwiSaver members to interact with, plan and manage their retirement based on their unique goals.

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  • Provide a truly captivating investment experience. Interactive client dashboards with intelligent calculators and investment tracking assist with goal-setting.
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  • Make it easier for people to directly add lump sums to their KiwiSaver account, or to start investing into related product offerings outside of the KiwiSaver scheme
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  • Integrated channels of communication builds trust and deepens client relationships by facilitating on-demand and transparent service.
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  • As an optional value-added service, consider offering a digital advice channel to your clients. Intelligent algorithms and workflow processes can be setup to support your customers at different stages throughout their journey.
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deliver a curated service to a growing client base

Streamline and digitise customer workflows and management processes with specific KiwiSaver technology and tools. Automation and intuitive digital tools help you to meet growth objectives in a sustainable and efficient way

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  • Lower your customer acquisition costs through a simple, digital onboarding experience that helps you to easily attract new market segments
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  • Regular, interactive, and tailored client communication is made easy. Keep your clients engaged and informed with a range of channels and tools to ensure fund updates and market information is communicated
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  • Reduce the administration burden by giving investors more control over their profile settings and investment processes.
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  • Powerful data analytics tools delivers key insights into customer trends and needs while identifying opportunities to improve customer engagement.
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intelligent digital tools to manage compliance

Make it easier for your compliance and administration employees to focus on meeting compliance expectations while the company grows.

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  • Key client information is instantly verified and captured through eKYC and eAML during the digital onboarding process, saving you valuable time and money
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  • Automated alert systems integrated into structured workflows can be configured to efficiently manage ongoing compliance requirements
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  • The compliance team has easy access to client data and audit trails, giving them more control and confidence to meet regulatory requirements.
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  • Setup standardized workflows and use technology to support, enhance and streamline these processes to manage compliance for a large customer base.
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intelligent digital tools to manage compliance

Make it easier for your compliance and administration employees to focus on meeting compliance expectations while the company grows.

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  • Key client information is instantly verified and captured through eKYC and eAML during the digital onboarding process, saving you valuable time and money.
    •
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  • Automated alert systems integrated into structured workflows can be configured to efficiently manage ongoing compliance requirements
    •
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  • The compliance team has easy access to client data and audit trails, giving them more control and confidence to meet regulatory requirements
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  • Setup standardized workflows and use technology to support, enhance and streamline these processes to manage compliance for a large customer base.

     

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Industry Insights

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KiwiSaver tools and portals key for member value & retention
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2021: Opportunities lie in uptake of wealth technology
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Invsta launch digital investment experience checklist tool
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rank your digital status

Use our checklist to rank your digital status against the latest fintech solutions. Understand the urgency behind digital adoption and learn about key KiwiSaver digital tools and functionality to deliver more value for investors without increasing fees.

Get the KiwiSaver software solution that helps you to build a captivating digital experience for your customers. Give your KiwiSaver members the digital tools to help them achieve their retirement goals.

Download the KiwiSaver solution brochure below.
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