Revolutionizing Retirement Plan Client Engagement and Service Delivery through AI
Individuals with overall responsibility for
- Client relationship (Sponsor, Advisor/Consultant)
- Client onboarding (conversion / implementation)
- Account management
- Service delivery
- Participant strategy and participant experience
- Digital user experience
- Process automation
Date, Time, and Location
60-minute hands-on interactive instruction with real-world examples
January 9, 2024 at 3 p.m. Eastern
ZOOM meeting room in individual registration confirmations
Join us on Tuesday January 9, 2024 for an insightful 60-minute interactive webinar that will delve into the transformative power of Artificial Intelligence (AI) within the Retirement Plan Services and Investment sector. Hosted by AI keynote speaker and author Frank Lazaro, this session will explore current AI applications that are redefining how companies like Fidelity Investments, Empower, Principal, Transamerica, VOYA, and ADP Retirement Services can deliver service in areas including client interaction, fraud detection, participant education, HCM/payroll integration, and more. Discover how AI aids in crafting targeted rebid proposals, enhances client retention strategies, and personalizes the user experience during benefits enrollment. Whether you are a UX designer or an internal client, you'll gain actionable insights into harnessing AI for operational efficiency, heightened security, and a competitive edge in client services.
The webinar, input session, and deliverables are designed to create an engaging and informative webinar tailored to the needs of UX designers and internal clients in the retirement plan services industry. The focus is on practical applications, case studies, and actionable insights to ensure that attendees can leverage AI technologies in their respective firms effectively.
Guest Speaker and Trainer
Speaker, trainer, and author Frank Lazaro is a leader and innovator, uniquely blending his extensive experience with pioneering AI-driven marketing content creation and generation methodologies. With over two decades of experience in marketing, technology, and strategy, Frank has cultivated an impressive track record for creating and marketing revenue-generating products.
Frank has held influential positions at global brands like Deloitte, AT&T, and First Data, accumulating valuable experience across various sectors and industries. This, combined with his MBA, unwavering dedication to technology, and transformative power of AI, has kept him at the forefront of the fast-paced, ever-evolving industry.
- Welcome and session overview,
- Brief introduction to the AI landscape in retirement plan services,
- Webinar objectives.
- Understanding AI in Retirement plan services
- Definition and basics of AI
- The role of AI in retirement plan services: A strategic overview
- Current Applications of AI
- Payroll: Automation, Compliance and more
- Participant call centers: Enhancing communication and fraud detection.
- Participant education: AI in creating efficient presentations.
- Avatars in online benefits enrollment: Personalizing the client experience.
- Predictive analytics for client retention and risk assessment
- Deep Dive: 5 Examples of Artificial Intelligence in Finance
- Exploring real-world examples from participating firms
- Success stories and lessons learned.
- Strategies for Implementation
- Best practices for integrating AI into your business processes.
- Collaboration between UX designers and internal clients
- Data, Data, Data
- Future Trends and Q&A
- Upcoming trends in AI for retirement plan services
- Open floor for participant questions and discussion
- Input from participating firms
- List of topics requested by participating firms,
- Input from discussion with participating firms.
- Comprehensive Slide Deck
- Detailed presentation including all topics covered, case studies, and actionable strategies.
- Resource List
- Curated list of articles, whitepapers, and case studies for further reading on AI applications in retirement plan services.
- Session Recording
- Access to the recorded webinar for future reference and for attendees who may miss the live session.
- Q&A Transcript
- Document summarizing the questions asked during the webinar and the responses provided.
- Feedback Survey and Report
- A post-session survey to gather attendee feedback for continuous improvement of future webinars.
- Follow-up Consultation Offer
- An opportunity for attendees to sign up for a one-on-one consultation with Frank Lazaro or a subject matter expert to discuss specific AI strategies for their company.
Join the online community of EACH Enterprise, the Retirement Advisor Council, and the Coalition for Payroll Excellence. Members have access to the portal, announcements from EACH Enterprise, community members and Q&A with members with access to the directory of members across all three organizations. There is no cost to join.