
Envizage API
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started within seconds and build compelling and engaging advice, guidance, or financial well-being apps and modules with it.
The Envizage API is free to acccess and free to use for up to 500 monthly users. For configuration options, enterprise SLAs and scale-up usage, please contact-us@envizage.me.
Key Features
The Envizage API is designed to power holistic financial advice and guidance, either direct-to-consumer or advisor-led/hybrid. At its heart, it uses data and assumptions to answer three questions for the consumer and their family:
- Will we be able to achieve our desired future outcomes?
- If not, then why not? What's holding us back?
- What can we do to get back on track? What is our next best action?
Differentiators
- Being a SaaS API allows our clients to own the user experience and user interface, creating differentiation (but we also have out-of-box options)
- We use probabilistic (stochastic) modelling of investments AND life risks, leading to much more comprehensive and realistic advice output
- We don't just generate hard-to-follow graphs and charts, we provide deep, personal, meaningful and actionable insights to our clients' customers in the form of next best actions
The Envizage API covers a very broad and holistic range of next best actions, a sample of which can be seen at https://developer.envizage.me/api-docs.html#diagnostics-types. These include actions relating to:
- Saving and investing, including pensions
- Expense management
- Income boosting, for example through part-time work
- Insuring against bad outcomes
- Borrowing money or repaying existing loans or mortgages
- Buying vs renting property
- Using property as a asset during retirement
- Changing the timing, sequencing and priority of desired future outcomes
- Lifestyle, including health and well-being
- and much more
The Envizage API supports a very broad range of use cases.
Users
- Direct to consumer
- Advisor led
- Hybrid
Customer segments
- Millennials
- Gen Xers
- At and Near Retirement
- In Retirement
Wealth segments
- Mass
- Mass-affluent and Affluent
- High Net Worth (lower end)
Products
- Investments
- Pensions and Retirement Solutions
- Insurance and Protection
- Credit, Loans and Mortgages
- Equity Release
User Interfaces
- Mobile
- Tablet
- Desktop/laptop
- Voicebots
- Chatbots
Key Benefits
Envizage drives efficiency and cost control for our clients in many ways
- Increase the efficiency of human channels
- Drive more sales with fewer agents/advisors
- Improve average and below-average agents/advisors
- Help agents/advisors sell a broader range of products
- Reduce platform and distribution costs
- Consolidate and decommission old apps to streamline sales processes
- Reduce training costs
- Create better compliance audit trails and lower cost of compliance
- Capture consistent data to lower research costs
- Reach and serve lower value customer segments cost effectively
- Global, omni-channel, multi-product
- Easy to localise for any country's fiscal and product rules
- Enables the full range of distribution channels from consumer-led to advisor-led
- Covers the full range of financial products to drive digital cross-selling
Sector benefits
- Banks: Engage your customers on a highly personalised basis to identify and serve their needs; reach and serve lower value customer segments cost effectively
- Insurers: Explain the benefits of your products visually, to show how then can improve customers' futures
- Wealth and Pensions: Convert savers into investors by showing the impact on a household's medium and long-term desired outcomes