Details on our latest releases such as new micro-frontends tools, enhancements, and public APIs.
Posted On: 17th January 2023
Our new Retirement Triage product helps users move their thinking from ‘Retirement = Pensions’ to a broader view of the figures and the feelings.
With Retirement Triage, users explore the different sources of income that could fund their retirement via a non-intrusive data collection experience and are presented with suggestions that factor in their emotional considerations towards money.
On completion of the journey, advisers or tenants can be notified of the prospect client from the journey and continue to support in an ongoing human-assisted interaction.