• Banking
  • Fintech
  • Insurance
  • Retirement
  • Wealth Management
Attract a younger demographic to your protection solutions

Engage millennial and even gen Z customers with your products by creating a digital solution that positions your products in their life context

  • Create engaging and differentiated application for younger demographic with the Envizage API
  • Introduce younger audience to protection solutions earlier on in context of life goals
  • Position your credit, investment and insurance products in your customers’ life context
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Help your customers understand the value of your products

Provide a transparent framework to show how insurance products can support your client’s needs

  • Create engaging and differentiated application to allow customers to identify products
  • Position your insurance products in your customers’ life context
  • Simplify the context of products in terms of your customers life goals
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Ensure a high regulatory compliance standard for your retirement solutions

Envizage can help to deliver consistency across the customer journey that is in line with compliance 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, especially when serving products such as equity release
  • Create product recommendations that are defensible to regulators and provide a consistent framework for advisors supporting compliance and training requirements
See an example
Retain your customers’ assets as they transition from accumulation to deaccumulation

Create a flexible access drawdown planning tool to guide your customers through deaccumilation

  • Engage customers with a flexible access drawdown planning application powered by Envizage API
  • This can support cash flow modelling including attitude to risk and selection
  • Annuity selection process
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Help your customers make smarter at-retirement choices at scale

Enhance the business value and effectiveness of your human, digital or hybrid at-retirement proposition by showing your customers why they should engage with it

  • Create a wellness-based hybrid retirement planning app leveraging the Envizage API
  • Support a wider customer-base with coaching advice digitally
  • Take holistic financial data and explore possible future outcomes within their life context to make personalised recommendations supporting their transition to retirement
  • Provide information about pension consolidation, DB to DC Transfer, drawdown vs. annuitisation, withdrawal sequencing, equity release and long-term care in a way that is relevant
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Give your customers a compelling reason to consolidate their pensions

Show your customers how they can achieve their retirement goals by aggregating pensions data, showing it within their life context

  • Illustrate how customers can better achieve their goals through consolidation by leveraging the Envizage API
  • Position pension consolidation in your customers’ life context
  • Easily integrate open banking and account aggregation across savings and pension accounts to show the benefit
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Reduce your compliance burden and regulatory costs

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

  • Provide a consistent framework across client engagements, both digitally and advisor led, using the Envizage API
  • Create a consistent fact-find process that can be leveraged to support suitability, attitude to risk 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
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