IND // Industry · Pension Providers

AI systems for pension providers and SIPP platforms.

Workplace pensions, SIPPs and decumulation platforms — member engagement, decumulation guidance and adviser distribution.

Where firms in this vertical hurt

The specific reality of running this business.

Member engagement is virtually zero

Members open the annual statement and close the tab. There is no relationship.

The decumulation moment is under-served

The single most important decision in a member's financial life — and the platform is silent.

Adviser distribution runs on PDFs and phone calls

The platform that makes it easiest for the adviser wins the flows.

Financial Intelligence — for this vertical

Portfolio drift, rebalancing, tax-loss harvesting and mandate monitoring for wealth and asset-management arms.

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

Educational drip, demo-to-live conversion, platform tutorials and behaviourally-timed first-trade nudges.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

Pre-approved content library, jurisdiction-aware disclaimers and comms archiving for FCA, ASIC, CySEC and MiFID.

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