Personalized Video for Pensions & Retirement

Send personalized statements your customers will actually pay attention to — by putting it in an easy-to-watch video. When people understand their pension, they save more and call you less.

Year-in-review videos can be particularly insightful, giving customers the big picture on their savings and how they compare to their peers. Then show them how next year can be better if they up their savings rate.

With ever-changing global and local regulations, transparency is more important than ever. Ensure you are doing all you can to provide clarity to your customers using the power of Personalized Video.

Idomoo is also a leader in ADA compliance for video content, ensuring no customer is left behind.

Help your customers understand the importance of saving for retirement by showing them. When people visualize their future, they’re 31% more likely to save.

With Living Video, viewers can input what matters to them — their target retirement age, savings goal, risk tolerance and more — to instantly generate a new video showing exactly how much they need to save.

Then make it easy for them to save with a CTA to change their contribution, right from the video.

Changing jobs is a busy time, and keeping track of your pension is just another complicated detail to handle amid all the paperwork.

Make it simple. Show them how to merge their old and new retirement accounts with a video that walks them through the process — personally. It’s a surefire way to increase rollover retention rates while helping customers.