vWise, Inc., provider of digital solutions for retirement plan providers and advisers, has launched SmartEnroll, an online enrollment solution.
Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment. Extremely flexible, easy to deploy and accessible on any device, SmartEnroll can be used to enroll new participants and facilitate recordkeeper transitions.
Based on behavioral finance fundamentals, and the way today’s digital-savvy audience interacts with media, the vWise solution delivers relevant, bite-sized content that can be watched, skipped, or watched again. The interactive video solution is designed to drive engagement and spur specific actions, whether it’s completing a risk questionnaire, selecting a deferral amount, or choosing investments. The SmartEnroll experience can be delivered in English or Spanish, and customized to reflect the plan sponsor’s brand and preferences.
SmartEnroll also offers comprehensive data capture and on-demand reporting, thereby reducing providers’ administrative and call center burdens, as well as the costs associated with enrollment kit printing and distribution. In addition, when used in tandem with SmartConnect (vWise’s two-step, secure email capture tool), vWise solutions facilitate ongoing targeted participant outreach, communication, and education.
More information is at www.vwise.com.
« Barry’s Pickings Online: Investment Choice and Fee Litigation