dailyVest

Recordkeepers, relationship managers and plan advisors use DAILYVEST to deliver meaningful and actionable plan health insights. Here are some impressive Q1-2024 numbers we've captured to show you how we deliver plan health insight. Contact dailyVest or direct message us today to learn how to leverage plan data and bolster your value to plan sponsors and participants. #401kplans #dataanalytics #fintech #retirementplanning #planhealth

Are you ready for the Broadridge 360 Advisor Summit in Austin next month? We're thrilled to be part of this event, where we'll be sharing exciting developments that help service providers find and fix underperforming plans through targeted participant engagement! Let's connect, learn, and innovate together at #Broadridge360. See you there! Kevin Adams Jerry Yen   #BR360AdvisorSummit   #dailyvest #fintech #retirementplans #wealthmanagement 

Recordkeepers, relationship managers and plan advisors use DAILYVEST to deliver meaningful and actionable plan health insights. Here are some impressive Q4-2023 numbers we've captured to show you how we deliver plan health insight. Contact dailyVest or direct message us today to learn how to leverage plan data and bolster your value to plan sponsors and participants. #401kplans #dataanalytics #fintech #retirementplanning #planhealth

Another great topic in the Broadridge Webinar program. Register here: https://lnkd.in/gPZFvevD for another great topic in the Broadridge Webinar program - Case Studies in Personalized Retirement Plan Participant Experiences. During this CE-eligible session, John Faustino AIFA®, PPC®, Jerry Yen, and myself Peter McNellis will discuss using technology and data to engage with participants and deliver personalized experiences. We will share real-world examples of tools to solve various challenges for record-keeper and advisor users. #Broadridge #webinar

Many thanks to The SPARK Institute, Inc. for hosting an incredible event at The Breakers last week! The conference provided excellent opportunities to forge new connections, cultivate partnerships, and engage in vital discussions with industry leaders. Excitedly anticipating next year's edition! John Faustino AIFA®, PPC®Jerry Yen Vicky Mitroi Peter McNellis #retirement #401kplan #sparkconference

Our bags are packed and we are headed to Florida for the 2023 The SPARK Institute, Inc. Forum! We're excited to share our solution suite with dozens of C-suite and senior executives working in the retirement industry and to make wonderful new connections! #SPARKInstitute #FloridaBound #RetirementIndustry

In just under 1 week, DAILYVEST will be leading an informative session about "Actionable AI & Insights for Plan Health, Participants and Sponsors" at this year's The SPARK Institute, Inc. Forum in Palm Beach, FL. We are excited to return and present dailyVest's innovative approach, demonstrating how our actionable AI and insights empower plan health, support participants, and provide value to our sponsors. #SPARKInstitute #RetirementConference #401k #BigData #AI