At a Glance
Client profile: Retirement advisory firm serving individuals and corporate teams.
Use Case
Retirement advisory firm serving individuals and corporate teams needed a custom digital environment for financial and emotional retirement planning across individual and corporate channels. Enacment translated the advisory methodology into diagnostic modules, plan generation, content resources, and B2B/B2C portal workflows.
What Was Slowing the Operation Down
The original advisory process relied on manual interactions and decentralized tools for diagnostics and plan delivery. This hindered scalability, particularly when offering programs to Human Resources departments for employees nearing retirement. The challenge was to consolidate the methodology into a coherent digital experience.
Isolated tools made it difficult to track client progress and update plans as contexts or personal goals changed. For the corporate segment, the lack of a centralized portal limited the ability to present the impact of retirement programs in a professional and structured manner.
What We Built
Diagnostic Modules: Tools to capture the user's financial and emotional situation
Plan Generator: Business logic to structure personalized roadmaps based on collected inputs
Multi-channel Portal: Spaces for individual clients and corporate administrators (B2B), facilitating group management
Content Management: A repository for educational resources and guidance materials
The platform connects with lead management systems for sales tracking and document generation tools to issue final planning reports, aimed at maintaining the integrity of processed financial dataResults
Unified: Digital workflow
B2B/B2C: Multi-channel scope
The firm successfully standardized its service delivery, reducing reliance on manual processes
The implementation of the corporate portal allowed for a broader reach of advisory services, facilitating the delivery of expert knowledge to multiple employees simultaneously under a consistent quality standardRelated Services
Custom software
Process automationProject Scope
Given the nature of financial services, the system prioritizes data privacy and information security, restricting access to sensitive data to authorized advisors and the plan owner.
Why It Matters
Retirement advisory services scale better when methodology, data capture, and plan delivery operate from one system. Enacment's custom software and process automation created a unified digital workflow and multi-channel B2B/B2C reach.
