Design and build iOS & Android apps with Q&A Tool for Financial Advisors and Corporate Retirement Plan Sponsors, PDF Reporting and Email Capture.

We created a product and platform that can be expanded to multiple markets and provide value to Financial Advisors and Plan Sponsors. At the same time, Transamerica needed to be positioned as an industry-leading technology company, demonstrating thought leadership through proprietary research and content, and a cutting-edge platform to share dynamic content and engage with FAs & Sponsors.

Advisors and plan sponsors alike enjoyed having access to these tools and reports at their fingertips. Adoption and use goals were met and exceeded.