Saving money for retirement is crucial to long-term financial well-being. Shockingly, though, most people aren’t putting aside nearly enough, leaving themselves in danger of a serious downgrade in quality of living in their post-retirement years – or, even worse, outliving their savings completely.

While pension and retirement companies frequently urge their customers to increase savings contributions, their pleas often fall on deaf ears. Unfortunately, people prefer to spend now rather than put money away for later, as they perceive saving for retirement as a short term “loss”. That’s a big hurdle to overcome.

The rational case for saving more today is clear. But people are driven by emotions more than anything else. This is why Personalized Video, that is shown to trigger people on an emotional level, has been so effective in the pensions & retirement space.

Leading brands in the pensions and retirement space like Voya, Mercer, BBVA, Aviva, Empower, Aegon, and Lloyds use Personalized Video to drive unparalleled results, such as:

  • 18X

    uplift in conversion

  • 50%

    uplift in savings contributions

  • 2X

    ROI

Personalized Video can be used to improve engagement and results
at key points in the customer journey:

bankingKey Momentsin Pensions &RetirementInvestment options and fund enrollmentdocuments are complicated and can be overwhelming. Personalized Video provides the perfect way to clearly and simply walk a new customer through their choices and the process, turning a stressful experience into a positive customer interaction. Onboarding / ConsolidationFor most people, financial statements might as well be written in a foreignlanguage – they are that impenetrable.Personalized Video is a great vehicleby which to explain highlightsof monthly/quarterly statements or provide a year-in-review analysis in a waythat makes the incomprehensible...comprehensible.Statements / Year-in-ReviewPension regulations and investment laws are changing all the time. Companies often change processes around how they do business. Keep your customers up-to-date with Personalized Videos that will grab their attention and make them focus, so they understand the changes you make so that both you and they remain compliant. Regulatory / Process ChangesA happy, engaged, and trustingcustomer is one that will investmore with you. Use Personalized Video to help your customers understand the importance of saving as much as possible for retirement and how increased contribution amounts will impact their quality of life in inretirement. UpsellPersonalized Videos generated in real time can provide a tangible, relevant savings roadmap to potential customers, allowing them to clearly see savings goals and how to achieve them.Customer Acquisition

Personalized Video can be used to improve engagement and results
at key points in the customer journey:

Key Moments of personalized video for Pensions and Retirements

Customer Acquisition

Personalized Videos generated in real time can provide a tangible, relevant savings roadmap to potential customers, allowing them to clearly see savings goals and how to achieve them.

 

Onboarding / Consolidation

Investment options and fund enrollment documents are complicated and can be overwhelming. Personalized Video provides the perfect way to clearly and simply walk a new customer through their choices and the process, turning a stressful experience into a positive customer interaction.

 

Statements / Year-in-Review

For most people, financial statements might as well be written in a foreign language – they are that impenetrable. Personalized Video is a great vehicle by which to explain highlights of monthly/quarterly statements or provide a year-in-review analysis in a way that makes the incomprehensible…comprehensible.

 

Regulatory / Process Changes

Pension regulations and investment laws are changing all the time. Companies often change processes around how they do business. Keep your customers up-to-date with Personalized Videos that will grab their attention and make them focus, so they understand the changes you make so that both you and they remain compliant..

 

Upsell

A happy, engaged, and trusting customer is one that will invest more with you. Use Personalized Video to help your customers understand the importance of saving as much as possible for retirement and how increased contribution amounts will impact their quality of life in retirement.

Some of Our Recent Work

AXA
Standard Life
Aegon
Aviva
BBVA
Lloyds Bank