Monday, September 19, 2022

New Default Email Templates

We have release seven new default email templates for users of our participant_engagement_platform (our CRM for 401(k) advisors). Each of these templates were designed to facilitate a conversation with a participant about their financial situation and to help them take action to improve it. Different features of the power templating language are used to demonstrate the flexibility of the platform.

personal savings rate

The templates are:

  • Wallet1000 participant introduction
  • Next personal finance task
  • Checking in (with score)
  • Credit card debt
  • Children and will
  • Life insurance coverage
  • Potential rollovers

The templates are available to all users of the Participant Engagement Platform. If you are not a user, reach out to learn more.

Book a Demo

Book a demo today if you are an employer or financial advisor and are looking for an amazing financial wellness solution for your participants.