In Chicago for our 2018 Annual Meeting, we discussed our views on how members must rethink their approach to innovation. Our view is that firms must change their strategy from investments in bells and whistles aimed at securing a new plan sale to advancements that hold the promise of a level of personalization and automation that will improve individual and employer retirement outcomes.
For this event we took a deep dive into:
- Digital experiences that impact participant’s retirement security
- Investment solutions that leverage technology to align with individual needs
- Big data initiatives that assess plan effectiveness and drive plan design changes
- Fintech launches that aim to alter the future of our business
Please click here for meeting materials.