How Tony Mingo and vWise take personalization to the next level.
The video titled “Something Really Cool With 401k Participant Engagement” features an interview with Tony Mingo from vWise, conducted by 401(k) Specialist at the Excel 401k Conference in Las Vegas. The discussion centers around a technology-driven solution designed to enhance 401k participant engagement and financial wellness. Tony explains that their software, developed over 12 years, connects with industry databases to support providers in driving higher participant outcomes, such as increased deferral rates and better investment decisions. The software uses interactive, personalized tools, including video content, to build confidence in participants, and it supports both English and Spanish languages.
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.