Retirement decisions are important, unfamiliar, and easy to postpone.
Zingly helps participants understand what to do, continue where they left off, and get the right AI or human help until the work is complete. Providers help more participants finish what they started, retain more assets, and deepen the relationship.
Good intentions disappear when the process gets hard.
A participant changes jobs and intends to move an old retirement account. Then come unfamiliar choices, missing documents, multiple institutions, confusing forms, long pauses, and fear of making the wrong decision. They start, stop, come back, lose their place, and put it off again.
The participant carries the complexity. The provider loses the opportunity.
Video loop
Gap videoOne place for the participant to continue.
Guidance, progress, information, and access to a representative stay connected. Let the experience carry the detail.
Retirement journey
The Retirement journey
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retirement
Flight cancellation
Flight cancellation
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airlines
Insurance journey
The Insurance journey
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insurance
Direct rollover
Direct rollover
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retirement
Damaged baggage
Damaged baggage
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airlines
How Zingly applies
Rooms
Keeps the work together.
Journeys
Runs the steps and keeps them moving.
ZinglyIQ
Understands the need and coordinates what happens next.
Foundation
Connects systems and keeps people in control.
Ignite
Tailors it to retirement.
Journeys
Asset consolidation / rollover
Help participants move an old account through consolidation without losing momentum, from first intent to completed transfer.
- Eligible not participating
- Retirement income
- Financial wellness
- More participants finish what they started
- Retain more assets
- Deepen the relationship
Case study
