Planserve Relevant Mobile for the next generation retirement account servicing. This App showcases next generation participant 401k retirement access and servicing.
[View this tool video at http://youtu.be/IXRC2a75-dA ]
Planserve offers recordkeepers a next generation smartphone connection to give faster access to key participants and allow real-time secure messages. The message center is the only secure method to allow administrators and advisors to keep a closer relationship with valued participants.
In today’s world, the Planserve Relevant Mobile is becoming a requirement to proactively communicate with participants in their world with only the information they need. The Alert Engine is a key competitive advantage to deliver more and more relevant service to retirement participants. The App is the perfect complement to the Relevant Portal.
The Relevant Mobile is the next step to providing higher touch services to valued 401k participants.
Instant balance updates
Real-time account updates
Pushes custom messages
Avoids tedious logon routines
For administrators, the deployment is simple and quick. The technology uses the proven host-based XML business services used in Relevant Portal. This not only guarantees the same results generated by the host, but it also eliminates costly rule duplication.
The App is secure protected by the latest SSL and encryption technology. Each device must be authorized by the participant for multi-factor authentication.
The Planserve native App is helping recordkeepers develop a more intimate relationship with their participants for a powerful market advantage! This channel allows deeper penetration than voice or web.