Relay lets you take participant engagement mobile, make it personal, and run it automatically, proactively guiding your customer through each step of the financial journey. We’ve helped providers improve their retirement plan participation rates, accelerate digital adoption, improve Net Promoter Scores, and increase participant engagement during critical moments in the journey to financial wellness.
Engage and educate participants directly on their phones with dynamic, mobile experiences that increase plan participation, contribution levels and lifetime value through a personalized and secure Customer Feed.
Customers have gone digital — your participant engagement tools should too. Relay helps you reach more participants at meaningful moments with proactive, hyper-personalized solutions when they need them most.
Relay lets you target your messages to specific moments in the customer journey, so you can steer retirement plan participants toward financial wellness with every decision they make.
Relay’s participant engagement strategies have helped retirement plan providers like you boost KPIs by giving participants the information they need to smoothly complete the journeys like these:
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