Case Studies in Personalized Retirement Plan Participant Experiences

Broadridge

During this session, retirement plan data experts will share how they approach, and execute, integration of technology and data to engage with participants and deliver personalized experiences.  The speakers will share real-world examples of tools they’re using to solve various challenges for record-keeper and advisor users.  In addition to exploring current-state realities, speakers will opine on expectations for future technology/data integration evolution.

Learning Objectives:

By the end of the session, attendees will be able to…

1. Understand principles used by experts for retirement plan participant data management and mining.
2. Ask questions of record keepers that help evaluate their participant data usage and sharing perspectives.
3. Execute common plan participant data use-cases targeted at increased plan engagement and wealth prospecting.
4. Describe expected impacts of Artificial Intelligence to the future of plan participant experience personalization.

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