how is remotiv different from all the other independent financial wellness solutions?
Innovative Pricing Model
Remotiv understands we cannot just be another "cost of doing business" for our partners, we have to help them drive revenue. As an SEC-registered investment advisor, Remotiv can not only provide savings recommendations and investment advice and/or education to participants, but also serves as a conflict-free partner that can increase utilization of your product set and revenue drivers.
proven engagement model
Unlike most independent wellness providers who have great information and value but cannot capture employee attention, we proactively utilize retirement plan data to engage employees, ensuring that our solution effectively reaches 100% of retirement plan eligible employees.
The proof is in the pudding
In 2021, one of the largest employers in the country with over 300,000 employees gave us a chance to prove that as an independent RIA we could use the retirement plan benefit to change the game on employee engagement in financial wellness.
AND WE DID IT. OVER 51,000 employees (17+%) HAVE ENGAGED WITH OUR PLATFORM.
Average Contribution Rate (%)
Average Contribution Rate (%):
Employees who have worked with a Coach
User Sessions:
Previous Wellness provider
User Sessions:
Remotiv Platform
SERVICES
Remotiv Portal
A digital employee experience that leverages the RR Score and pre-populated retirement plan data to engage employees with a personalized savings plan and investment advice. The portal delivers wellness content through social media style posts for a modern, engaging user experience.
Savings Mindset Coach App
Leveraging Sport and Performance Psychology principles, the Savings Mindset Coach app helps employees develop sustainable behavior change resulting in better savings habits.
Coaching Team
Our conflict-free personal savings coaches motivate employees to save through webinars, one-on-one sessions, and social media content on the Remotiv Portal. They refer individual leads, when appropriate, without selling products or earning commissions.
Remotiv Gateway
Partners have access to the "admin dashboard", featuring independent plan health analytics and employee level retirement readiness metadata. Gateway users can use advance filtering to power their wealth management leads and corresponding communication campaigns.
Request a DEMO
We are here to answer questions you may have.
Please don’t hesitate to reach out via the contact form, or you can always call us directly at: 877.393.8222