Digital Wealth

How we can help

Financial services businesses design, manufacture and distribute products that meet the needs of their customers at competitive prices. Our role is to maximise understanding, engagement and positive decision-making to drive better customer outcomes.

We do this through our extensive experience in modelling, data, digital and investment across the retail and workplace markets in both the advised and non-advised sectors. For over 100 years we have been helping pension schemes, employers and financial services providers look after their members, employees and customers through our institutional-grade models, innovation and insight.

You can use this to power your customer propositions by:   

• Delivering personalised messaging built around a customer’s goals

• Using robo-guidance algorithms to achieve customer objectives

• Adopting embedded wealth techniques to maximise product awareness and take up

• Integrating investment propositions to accurately project and illustrate the value of a product

• Embedding market leading longevity analytics to deliver more robust retirement planning

So whatever challenges you’re looking to solve, we can help you. Our solutions are designed to put good customer outcomes at the heart of what we do, allowing you to attract, grow and retain assets while delivering a better experience for your customers.

Services

We can provide:

• Economic Scenario Service (stochastic forecasting engine)

• Goals-based saving APIs

• Decumulation planning APIs

• Longevity data APIs

• Pre-built digital products and APPs

• Accumulation Strategic Asset Allocations

•  Decumulation Strategic Asset Allocations

•  UX design and Application build

Hymans Robertson’s unrivalled digital capability allows you to enrich your proposition quickly and seamlessly, enabling us to look after the day-to-day maintenance.