iJoin Personalizes Automated Financial Education with EXPLORE

April 28, 2021

The new extension to the iJoin experience helps users refine and achieve their financial goals.  

LDI-MAP (d.b.a. iJoin) is pleased to announce the release of iJoin EXPLORE, an all-new extension of the investor experience that engages users to take steps towards long-term financial security. EXPLORE presents education and financial planning through activities that address retirement plan benefits, debt management, emergency funds, health care analysis, income protection, social security, life insurance, and more.

“These first 40 recordkeepers have a distinct competitive advantage in the marketplace today and we’re going to do everything we can as a technology partner to help them maximize that advantage.” - Steve McCoy

EXPLORE features more than a dozen short, personalized activities that introduce the user to essential information and an opportunity to take action that moves them along a rewards path and a step closer to their financial goals. And since the entire experience occurs within iJoin, actions they take automatically update their unique goals-based “Personal Retirement Picture™.”

iJoin’s CEO, Steve McCoy, explained the rationale for EXPLORE this way:

“There is an inherent disconnect of a retirement plan experience on one website with links to education, wellness, and financial planning on other sites. The user experience is disjointed. The brand experience is fragmented. And worse, good outputs from these sessions are not often automatically shared. This requires the user to manually go back to their retirement plan to implement these changes. That doesn’t work. These problems have limited the utilization and effectiveness of financial education and wellness tools for too long. That’s why we built EXPLORE.”

EXPLORE leverages both its rich data exchange with the underlying recordkeeping platform along with an opt-in electronic account aggregation feature that pulls in information on assets held outside the plan. The result is a highly personalized presentation for each user that helps refine their unique retirement funding projection.

 The new EXPLORE extension is licensed as an add-on to the iJoin experience and may be enabled for all or select plans. For more information, please contact Chip Moore, V.P. Business Development at 480-935-5740 or at cmoore@ijoinsuccess.com.

 Learn more about iJoin EXPLORE here.