An intuitive investment and KiwiSaver member management platform that makes it easier to attract and retain the emerging mass market of investors. Our white label KiwiSaver technology helps to foster unparalleled customer loyalty and trust through tailored client engagement tools.
KiwiSaver software to amplify investors’ digital experiences
What is the trick to building long-lasting customer relationships while attracting the next generation of KiwiSaver members?
Empower your customers to reach their savings goals through interactive and intuitive self-service tools that provide a uniquely engaging and enriching investment experience.
helping you grow in a more sustainable, flexible
and cost-effective way
Experience the 4 key growth drivers with our innovative white label KiwiSaver technology:
Grow your market share and empower KiwiSaver members to take charge
of their investments by placing core investment tools and
functions directly into the hands of your customers.
Intelligent engagement tools, such as forecasting models
and calculators, give investors powerful information to help
support their retirement goals.
Develop a data-driven understanding of your overall client
base through robust data analytics, giving you the
information to confidently engage with customers.
Drive an agile and responsive business by improving
business efficiencies through automation and streamlining.
create a unique and memorable investment experience
Provide a mobile-first investment experience that enables KiwiSaver members to interact with, plan and manage their retirement based on their unique goals.
provide a truly captivating investment experience. Interactive client dashboards with intelligent calculators and investment tracking assist with goal-setting.
Make it easier for people to directly add lump sums to their KiwiSaver account, or to start investing into related product offerings outside of the KiwiSaver scheme.
Integrated channels of communication builds trust and
deepens client relationships by facilitating on-demand
and transparent service.
As an optional value-added service, consider offering a digital advice channel to your clients. Intelligent algorithms and workflow processes can be setup to support your customers at different stages throughout their journey.
deliver a curated service to a growing client
Streamline and digitise customer workflows and management processes with specific KiwiSaver technology and tools. Automation and intuitive digital tools help you to meet growth objectives in a sustainable and efficient way.
Lower your customer acquisition costs through a simple,
digital onboarding experience that helps you to easily
attract new market segments.
Regular, interactive, and tailored client communication
is made easy. Keep your clients engaged and informed
with a range of channels and tools to ensure fund
updates and market information is communicated.
Reduce the administration burden by giving investors
more control over their profile settings and investment
Powerful data analytics tools delivers key insights into
customer trends and needs while identifying
opportunities to improve customer engagement.
intelligent digital tools to manage compliance
Make it easier for your compliance and
administration employees to focus on meeting compliance
expectations while the company grows.
Key client information is instantly verified and
captured through eKYC and eAML during the digital
onboarding process, saving you valuable time and money.
Automated alert systems integrated into structured
workflows can be configured to efficiently manage
ongoing compliance requirements.
The compliance team has easy access to client data and
audit trails, giving them more control and confidence to
meet regulatory requirements.
Setup standardised workflows and use technology to
support, enhance and streamline these processes to
manage compliance for a large customer base.
Get the KiwiSaver software solution that helps you to build a captivating digital experience for your customers. Give your KiwiSaver members the digital tools to help them achieve their retirement goals.
Download the KiwiSaver solution brochure
Our purpose is to inspire excitement and confidence in financial
services through digital innovation and engagement.