Products March 31, 2021

AIG Retirement Launches Latest Mobile Enrollment Experience

Employers working with AIG Retirement Services can select from different virtual and mobile elements—including QR codes, instructional videos and interactive education modules. 

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AIG Retirement Services has launched a mobile enrollment experience, eliminating the need for paper forms and other administrative practices.

The modernized mobile app offers plan participants steps for enrollment, information pre-fills to quicken enrollment, a user-friendly investment selection process, multi-factor authentication to secure personal information, and the option to “come back later” and ask questions of a financial professional before finishing. New hires and plan-eligible employees will be able to complete their entire plan enrollment from their mobile devices, says AIG.

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“As the world becomes ever more digital, it’s clear that retirement plan experiences that are optimized for mobile are a must for employers and their employees,” says Scott Witter, senior vice president, Client Experience, AIG Retirement Services. “Now, with just a few taps on the phone, employees can take an important step in shaping their financial futures by enrolling in their workplace retirement plan at their own convenience.”

Employers working with AIG Retirement Services can select from different virtual and mobile elements—including QR codes, instructional videos and interactive education modules. Additionally, AIG Retirement Services financial professionals are available remotely to assist with online enrollment, host education sessions and conduct virtual meetings to discuss the benefits of enrolling.

Products March 31, 2021

Advisor Websites, Snappy Kraken Partner on Marketing Initiative

They aim to make it easier for advisers to launch and monitor automated marketing campaigns

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Advisor Websites and marketing technology provider Snappy Kraken have partnered on a marketing initiative for advisers.

Adding the automated email marketing abilities of Snappy Kraken to the Advisor Websites platform allows advisers to turn their digital presence into a streamlined, flexible outreach and marketing solution. They can do this by incorporating automated campaigns right onto their websites.

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“The team at Advisor Websites is phenomenal,” says Robert Sofia, CEO of Snappy Kraken. “They’re forward-thinking, their interface and product is great, and they put the adviser at the center of what they do. This is an integration of two best-of-breed tools, and advisers are going to benefit in a great way.”

Prospects can opt-into Snappy Kraken emails right from the adviser’s website. Advisers can then launch a select number of Snappy Kraken-automated campaigns and monitor their data all from the adviser’s website dashboard.

“Advisers will quickly notice how powerful this functionality is because it combines the expertise of two leaders in their fields in a streamlined way,” says Alex Wingert, president of Advisor Websites.

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