innovative and interactive solutions for KiwiSaver providers

An intuitive investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Foster unparalleled customer loyalty and trust through tailored client engagement tools.

build enduring customer relationships

What is the trick to attracting the next generation of investors while providing engaging information to foster long-lasting customer relationships?

Empower your customers to reach their financial 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 solution:

Empower investors and advisors by giving them full control to directly invest into your funds through intelligent digital onboarding and online investment modules.

Insightful engagement tools, such as forecasting models and calculators, give investors powerful information to help support their investment goals.

Develop an intimate understanding of your client's behaviours and needs through robust data analytics, giving you the confidence to improve sales pipelines and cycles.

Drive an agile business and reinforce the bottom line by saving time and money through process efficiencies.

Grow your market share and empower investors to take charge of their investments by placing core investment tools and functions directly into the hands of your customers.

Intelligent engagement tools, such as forecasting models and calculators, give investors powerful information to help support their retirement goals.

Develop a data-driven understanding of your overall client base through robust data analytics, giving you the information to confidently engage with customers.

Drive an agile and responsive business by improving business efficiencies through automation and streamlining.

create a unique and memorable investment experience

Provide a mobile-first investment experience that delivers the self-management functionality to enable clients to interact with and plan their retirement based on their unique goals.

Interactive client dashboards with intelligent calculators and investment tracking assist with goal-setting and provides a truly captivating and fascinating investment experience.

Enhanced usability makes it easier for people to directly add lump sums to their KiwiSaver account, or to start investing into related product offerings outside of KiwiSaver.

Integrated channels of communication builds trust and deepens client relationships by facilitating on-demand and transparent service.

As an optional value-added service, consider offering a digital advice channel to your clients, with intelligent algorithms and workflow processes that support your customers at different stages throughout their journey.

deliver a curated service to a growing client base

Streamline and digitise key workflows and customer management processes to effectively retain clients long-term. Automation and intuitive digital tools help you to meet growth objectives in a sustainable and efficient way.

Lower your customer acquisition costs through a simple, digital onboarding experience that helps you to easily attract new market segments.

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.

Reduce the administration burden by giving investors more control over their profile settings and investment processes.

Powerful data analytics tools delivers key insights into customer trends and needs while identifying opportunities to improve customer engagement.

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.

Key client information is instantly verified and captured through eKYC and eAML during the digital onboarding process, saving you valuable time and money.

Automated alert systems integrated into structured workflows can be configured to efficiently manage ongoing compliance requirements.

The compliance team has easy access to client data and audit trails, giving them more control and confidence to meet regulatory requirements.

Setup standardised workflows and use technology to support, enhance and streamline these processes to manage compliance for a large customer base.

Build a captivating digital experience for your customers, that delivers engaging information to help them achieve their retirement goals.

Download the KiwiSaver solution brochure below.

innovative and interactive solutions for KiwiSaver providers

An intuitive investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Foster unparalleled customer loyalty and trust through tailored client engagement tools.

build enduring customer relationships

What is the trick to attracting the next generation of investors while providing engaging information to foster long-lasting customer relationships?

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

Experience the 4 key growth drivers with our innovative white-label solution:

create a unique and memorable investment experience

Provide a mobile-first investment experience that delivers the self-management functionality to enable clients to interact with and plan their retirement based on their unique goals.

deliver a curated service to a growing client base

Streamline and digitise key workflows and customer management processes to effectively retain clients long-term. Automation and intuitive digital tools help you to meet growth objectives in a sustainable and efficient way.

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.

Build a captivating digital experience for your customers, that delivers engaging information to help them achieve their retirement goals.

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