INCREASE RETIREMENT PLAN PARTICIPATION WITH BETTER ENGAGEMENT

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.

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INCREASE REVENUE BY GROWING RETIREMENT PLAN PARTICIPATION

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.

REDUCE SERVICE COSTS WITH MORE EFFECTIVE PARTICIPANT ENGAGEMENT METHODS

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.

IMPROVE FINANCIAL WELLNESS AND HELP PARTICIPANTS SEE THE BENEFITS OF RETIREMENT SAVINGS

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.

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High-value journeys for KPI achievement in Retirement

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:

ONBOARDING

ROLLOVERS

OPEN ENROLLMENT

SERVICE REQUESTS

LOAN PROCESS

APPLICATION PULL-THROUGH

PRODUCT EDUCATION

PORTAL AND APP ADOPTION

RENEWALS

Want to talk? Give us a call: 484-534-8841

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