While the To Do Dashboard is personalized for each employee, Retiremap can also insert custom calls to action on behalf of advisors or employers. For example, if there is a specific action that you’d like employees to act on, such as opening a particular type of account or visiting a particular website, Retiremap can build those actions into the employee’s Dashboard.
Retiremap is unique in providing this level of customization in a financial wellness program. This approach, enables employers and advisors to promote actions whose completion can be easily measured.
A Place for Human Interaction
A central component of the Dashboard is the human element and the ability for employees to engage with their financial coach. This type of accountability keeps employees focused on their To Dos and is hugely valuable when it comes to getting employees to change behavior.
Additionally, when financial coaches interact with employees, they can easily personalize the employee’s Dashboard. By selecting checkboxes from their personalized meeting scripts, To Dos are automatically added or removed in the employee’s Dashboard. The power of this type of workflow automation means that a coach’s time is optimized for their greatest value- a nuanced financial assessment and not administrative work.
Moreover, the employee can chat directly with their coach and all the communications flow through a team-based CRM that has been customized for the financial coaches. The CRM includes templated responses to common FAQs, as well as automatically-sent messages, based on behavioral and time-based triggers.