Reimagine Retirement

The Challenge

The client’s strategy around health, wealth, and investment management had evolved over multiple M&As and was hindering organization growth and cross-sell/upsell opportunities. The client wanted to enable the participants to get the most out of their retirement portfolio. For this, they wanted to reimagine their overall business to bring together capabilities and solutions together in a customer-focused way. They also wanted to share these solutions and insights to engage stakeholders on the retirement outlook across channels. They were looking for a partner to create an integrated platform that can help support these goals.

The Solution

The SLK team partnered to assess the data and digital landscape for this signature program. We relooked at all customer journeys, identified gaps and improvement areas, and defined a unified journey to enable a better, enriched customer experience. Then we built a cross-channel application that provides a compass to participants to navigate their road to retirement and enables stakeholder engagement portfolio.