Retirement Account Administrator

Problem

A provider of retirement account administration and education needed to build a self-service tool for their clients in order to address the following issues:

• Clients were unable to easily view account balances, request transactions, and view statements.
• Many processes were time-intensive for staff and introduced delays for clients.

Solution

Fast Slow Motion helped create self-service functionality by:

• Creating a User Community with standard and custom components.
• Implementing DocuSign to provide digital, self-service forms for transfers, buys, and sells.
• Setting up nightly integration with the provider’s financial system in order to expose account balance information to their clients.

Success

Fast Slow Motion helped the provider quickly stand up a User Community that automated previously labor- and time-intensive processes, creating:

• Increased efficiency.
• Reduced time required to fulfill requests.
• Increased client satisfaction.