The Retirement Challenge
What if we were able to flip the retirement planning
& investing experience on its head?
The concept and video below was quickly developed by myself and another colleague that sits within Accenture strategy as an industry POV.
It was used in an RJP for TIAA which went on to become a $2.2b account win. Due to my involvement, I was recruited to help structure all of creative within the program.
Atomic Goals aims to break down complex and ambiguous retirement goals. It supports plan participants in visualizing their future lifestyle with the help of AI so that people can get a more tangible understanding of their needed retirement income.
Whats Included:
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Customers are paired with advisors to create vivid imagery of their futures, using guided prompts to reach both tangible and pragmatic outcomes based on the individual.
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Getting started is the hardest part. That’s why we enable integrations with third parties to collect information about your lifestyle & status (beyond finances) to create a first draft financial plan that you can update and adjust to meet your needs.
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A robust financial plan that adapts to you. API integrations enable real-time tracking of your lifestyle, spending, and progress toward savings goals, prompting you to adjust your plan when circumstances change so your progress and projections are always up to date.
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Scenario tradeoffs show customers the tactical impact of goals so they can make more informed decisions. Tradeoffs help with assigning priority to goals, selecting one goal over the other, and allowing for overrides if something happens to cause a shift in the plan.
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Killing the money taboo for financial planning for multi-generational or couple collaboration. Shift the focus on outcome instead of behavioral judgement.
Image Samples of
Goal Generation
Prompt Summary: Modern apartment in Manhattan, African American,
late 50’s, grandchildren.
Creative Theme: Sundays with Grandma
Prompt Summary: Couple in their 40s who love to travel and spend time at the beach
Creative Theme: Seaside romance
Real-Time Adjustments
Scenario Tradeoff Analysis
