• Banking
  • Fintech
  • Insurance
  • Retirement
  • Wealth Management
Ensure that the client’s retirement income plan is monitored on an ongoing basis.

Create a internal interface (no front-end needed) to rerun client plans on a predetermined schedule (eg annually) and prompt the client of the plan is off track from the last time they reviewed it.

  • A sustainable retirement income plan cannot be a set and forget, but conventional ongoing advice outside of the HNW segment is not financially viable.
  • The Envizage API provides a way of automatically monitoring client’s plans and where targets are no longer being met (either better or worse than the original plan) prompting the client to review, either on a guidance or transactional advice basis
See an example

Hyperpersonalised product marketing

Identify which customer cohorts would benefit most from savings, investments, credit or protection to target personalised communications to them

  • This would be an internal bulk run to identify individual customer next best actions.
  • These can be ranked based the goals that customer segments are assumed to have and this ranking used to identify customer segments that would benefit most from taking out savings, investments, credit or protection.
See an example
Identify potential future loan and mortgage deliquencies

Identify potential future loan and mortgage delinquencies by running customer level financial plans

  • This would be an internal bulk run (no customer-facing front-end required) to identify individual customer affordability under differing scenarios, for example
  • → Stress testing on unknown future events such as persistent high inflation and interest rates
  • → Stress testing on know events, for example low fixed rate deals coming to an end
  • The aim is to identify cohorts of at risk customers and target communications to them before they have a problem.
See an example
Reduce your compliance burden and regulatory costs

Envizage can help to deliver consistency across the customer journey that is in line with regulations

  • Using the Envizage API provide a consistent framework across client engagements both digitally and advisor led
  • Create a consistent fact find process that can be leveraged to support suitability and vulnerability reporting
  • Create product recommendations that are defensible to regulators and provide a consistent framework for advisors supporting compliance and training requirements
See an example
Disrupt incumbent financial planning and advice solutions

This is what we love to do! Let us help you by sharing our expertise and the Envizage Partner Ecosystem

  • Use Envizage API to create disruptive applications in the market
  • Leverage our expertise and our network
See an example
Go to market quickly with a proposition that is rich in functionality

Our team can support you here in a number of ways; leverage both our existing documentation and our extensive partnership network

  • Leverage Envizage API documentation to build products, without having to pay until you are ready to deploy
  • The Envizage Partner Ecosystem allows you to plug in to a range of partners that provide for a rich proposition using our API
  • We are a FinTech too and recognise the value of support for start-ups
See an example
Improve the business value of your Digital (“Robo”) Advice propositions

With Envizage, your digital or hybrid advice (“Robo”) proposition can attract a broader range of customers, with more routes to monetisation

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