a bespoke statement of work can be designed to suit

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Using your existing fund data and run it through our proprietary algorithms to produce a superannuation engagement score for each member of the fund.  Our detailed analysis gives you a comprehensive understanding of member engagement levels, and critical segments to tailor engagement enhancement strategies.

 We conduct a comprehensive survey to obtain responses from your members about their superannuation engagement. Our approach is based on extensive customer engagement academic research and employs both quantitative and qualitative methodologies which enables us to capture a holistic member view, that combined with fund data allows for improved prediction and segmentation.  

We design behavioural economics-based personalised engagement initiatives. By targeting specific member segments, funds can deliver relevant information, increase awareness, and drive meaningful engagement.

 A proprietary index that affords individuals and funds a comparative means of understanding how their superannuation balance compares to other Australians.

Leveraging historical data and machine learning algorithms, our predictive models forecast outcomes for fund members. By doing so, opportunity for intervention is created, but also impact from initiatives (eg. RiC Strategy) to improve outcomes can be measured.

  Comparison of annual change in the aggregated level of fund engagement or within segments. Also fund-to-fund benchmarking and associated analytics to understand your result relative to other funds.