Retiremap’s financial coaching platform is designed to automate most of the work of a coach in order to scale up the impact of your team and deliver a profitable new service.
Messages Are Sent Automatically
Retiremap’s pre-programmed, just-in-time, behaviorally-designed communications are sent to employees as emails, SMS and in-app messages. Want to modify the messages? We can do that.
Easily Segment Employees
Retiremap’s technology makes it easy to match certain types of employees with specific coaches. Want employees earning over $100,000/year and are over 55 to talk with one of your wealth managers? No problem. Or maybe you want employees with credit card debt to be referred to a debt counselor? Consider it done.
Custom CRM Makes Life Easy
All financial services firms have access to a customized CRM that they can use to lookup employee data, track progress, take notes and manage communications with Saved Replies. Want to integrate with your existing CRM? We can do that too.
Meetings Are Automatically Set
Retiremap’s meeting software automatically connects to your coaches’ appointment calendars and if an employee has to reschedule they can easily do that without your coach having to get involved.
Customize Our App’s Content
Want to create your own custom To Dos for employees to complete? Want to add a new financial goal or gather an additional data point that is critical to your work with employees? We can do all of that and more.
Real-Time, Customizable Reporting
Retiremap will set up real-time reporting for your firm, so that you view all your employers in one place and also track the actions that employees are taking to improve their financial health, such as opening new accounts or taking meetings with your coaches.
Integration With Your Firm’s Existing CRM
Whether your firm uses Salesforce or some other CRM system, Retiremap can create an integration so that employee data is synced across all platforms.
iPad Workshops To Launch With Employees
To assist with a success kick-off of the program, Retiremap supplies a case of 20 iPads to turn onsite 30-minute workshops from educational presentations into program enrollment sessions.
Optimized Coaching With Behavioral Scripts
Retiremap’s customized behavioral scripts streamlines the entire employee interaction process. As the coach inputs the employee’s answers to the script questions, the employee’s coaching track is highly customized.
Learn more about a limited-time offer to pilot Retiremap with any employer having up to 250 employees.