TEACH YOUR CLIENTS TO SAVE SMART

Standard Life knows that if existing members contributed just a little bit more, it would amount to a substantial increase in group savings and retirement plan assets. All the company needed was a sure-fire strategy to make it happen.

THE SOLUTION


Establish the Standard Life Education Centre, an online resource hosting a suite of interactive financial planning tools, calculators, budgeting apps, articles and videos, developed by BLUERUSH. A unique form of personalization serves up relevant tools catered to clients' age and investment knowledge. As clients learn why investing matters, Standard Life expects they'll make the smart decision to save more.

HIGHLY RELEVANT, PERSONALIZED CONTENT

The homepage greets clients with two questions about their age and investment knowledge. Then it serves up highly relevant content specific to their needs.

UPPING THE STICKY FACTOR

A suite of interactive apps, calculators, videos and worksheets show clients how to save: videos discuss tax strategies, tools display potential savings, calculators show the impact of fees, etc.

TOOLS THAT WORK

Everything's visually engaging and easy to use, from the dynamic landing page to the financial calculators. BLUERUSH tool designers employ a rigorous user-testing routine that ensures optimal performance.

SAVVY INVESTORS SAVE MORE

Educated investors understand the value of saving. A major undertaking, the Education Centre is a legacy providing an exceptional resource for advisors to use when nurturing clients.

Do you have an ambitious project on your mind? BLUERUSH envisions and executes big projects with our full-service digital agency and in-house technologies.

Call 1-844-455-2583 or email info@bluerush.com to see what we can do for you.