Press Release

iJoin Personalizes Automated Financial Education with EXPLORE

Issued by iJoin

Apr. 29, 2021

The new extension to the iJoin experience helps users refine and achieve theirfinancial goals

Scottsdale, AZ (July 07, 2020) -  LDI-MAP LLC (d.b.a. iJoin) is pleased to announce the release of iJoin EXPLORE, an all-new extension of the investor experience that engages users to take steps towards long-term financial security. EXPLORE presents education and financial planning through activities that address retirement plan benefits, debt management, emergency funds, health care analysis, income protection, social security, life insurance, andmore.

EXPLORE features more than a dozen short, personalized activities that introduce the user to essential information and an opportunity to take an action that moves them along a rewards path and a step closer to their financial goals. And since the entire experience occurs within iJoin, actions they take automatically update their unique goals-based “Personal Retirement Picture™.”

iJoin’s CEO, Steve McCoy, explained the rationale for EXPLORE this way: “There is an inherent disconnect of a retirement plan experience on one website with links to education, wellness, and financial planning on other sites. The user experience is disjointed. The brand experience is fragmented. And worse, good outputs from these sessions are not oftenautomatically shared. This requires the user to manually go back to their retirement plan to implement these changes. That doesn’t work. These problems have limited the utilization and effectiveness of financial education and wellness tools for too long. That’s why we built EXPLORE.”

EXPLORE leverages both its rich data exchange with the underlying recordkeeping platform along with an opt-in electronic account aggregation feature that pulls in information on assets held outside the plan. The result is a highly personalized presentation for each user that helps refine their unique retirement funding projection.

The new EXPLORE extension is licensed as an add-on to the iJoin experience and may be enabled for all or select plans. For more information, please contact Chip Moore, V.P. Business Development at 480-935-5740 or at cmoore@ijoinsuccess.com.

Learn more about iJoin EXPLORE here

About LDI-MAP, LLC (d.b.a. iJoin)

The iJoin team is committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes. As a financial technology partner to the retirement plan industry, iJoin’s goal-based retirement plan experience helps people immediately understand their retirement funding need and encourages action to get on track. iJoin supports financial advisors and recordkeepers with actionable data and tools to more effectively engage both employers and their employees. LDI-MAP (d.b.a. iJoin) is a registered investment advisor with the State of Arizona –14646 N. Kierland Boulevard, Suite 125 Scottsdale, AZ 85254. Learn more at ijoinsuccess.com

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