WorkPlay401(k) launches CRM for 401(k) advisors

 
 
WorkPlay401(k)-logo-black
WorkPlay401(k)-logo-black
 
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Tags:
* Financial Wellness
* Retirement
* 401k

Industry:
* Finance

Location:
* St. Louis - Missouri - US

Subject:
* Products

ST. LOUIS - Sept. 19, 2018 - PRLog -- Today WorkPlay401(k), a financial wellness platform for 401(k) advisors, announced the launch of their new Participant Engagement Platform (PEP). This CRM software suite was designed specifically for supporting and engaging 401(k) plan participants and ties into their existing financial wellness solution.

WorkPlay401(k) founder, and 16-year industry veteran, Will Johnson said, "Plan sponsors are increasingly going to look at metrics that measure how successful their 401(k) advisors are at helping their participants make financial wellness progress--including being on track for retirement. Software is part of the solution but personal guidance from their advisor goes a long way towards driving optimal outcomes. The WorkPlay401(k) Participant Engagement Platform is designed to help advisors scale their personal participant support."

The Participant Engagement Platform was developed while working hand-in-hand with advisors and the result in an easy-to-use feature set that not only helps advisors support their existing participants, such as activity capturing, tasks, email templates, custom fields, tagging, and a content library, but also includes metrics and reporting that will help them win new business.

"In order to provide the industry-leading level of service that is required to stand out in a crowded market 401(k) advisors are going to need to leverage software that helps them efficiently provide a personal touch," Will followed.

About WorkPlay401(k): WorkPlay401(k) provides software solutions to 401(k) advisors and was founded in St. Louis in 2016. Its financial wellness platform is used by advisors to provide automated personal financial planning and financial wellness education to thousands of participants.

https://www.workplay401k.com
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