ci workplace exchange platform overview

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Page 1: CI WorkPlace Exchange Platform Overview
Page 2: CI WorkPlace Exchange Platform Overview

Welcome to

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• WorkPlace Exchange is a platform sharing participant experiences from the largest sponsors in the country.

• Latest best practices from plan sponsors across industries collected and displayed.

• WorkPlace Exchange will assist firms increase participation rates and contribution rates all by way of best practices from other plan sponsors.

Page 3: CI WorkPlace Exchange Platform Overview

Workplace Exchange Plans Page….. Upon Clicking a campaign, further details are revealed.

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Page 4: CI WorkPlace Exchange Platform Overview

Campaign details are available, offering an

overview of the campaign and proprietary

analysis. Delivery method and content type are

prominently displayed on the left side of the

page, next to related campaign documents.

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Page 5: CI WorkPlace Exchange Platform Overview

Documents are neatly stored and arranged in a user friendly library, tagged through an integrated search system…..

Searches are displayed with a hover over preview and action capability to send or open the document.

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Page 6: CI WorkPlace Exchange Platform Overview

Corporate Insight will provide access

to original surveys and analytical

materials to assist plan sponsors hone

best practices and improve participant

communication.

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Page 7: CI WorkPlace Exchange Platform Overview

Briefs are available in the Research Tab,

where Corporate Insight Analysts

provide unique and valuable perspective

on the best practices available.

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Page 8: CI WorkPlace Exchange Platform Overview

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About Us

Corporate Insight (CI) provides competitive intelligence and user

experience research to the nation's leading finance and insurance

institutions. For over 20 years, CI has tracked new developments

across industries through our syndicated Monitor research and

custom consulting services. We are known for our detailed,

objective research, unmatched expertise, and emphasis on the

actual user experience.

WorkPlace Exchange is a reference tool leading plan sponsors rely on

to develop and improve the retirement readiness of their

participants. There are a wide variety of techniques that sponsors

employ that our service has aggregated into one platform. This

includes the latest surveys and analysis from CI on retirement

platforms. WorkPlace Exchange provides plan sponsors valuable

ideas to help shape programs to engage participants.

To learn more please contact us:

Arthur AlthansBusiness Development Associate

646-929-5156

[email protected]

corporateinsight.com/blog

twitter.com/CInsight

linkedin.com/company/corporate-insight

facebook.com/CorporateInsight

corporateinsight.com/googleplus.html

slideshare.net/CorporateInsight

www.corporateInsight.com

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