The Inside System: e.Fin is a Gamified Health and Financial Education Platform that connects the Participant's life goals directly to Supplementary Pension Plans. Through flashcard simulators, simulation games (such as Wealth Builder and Legacy), and proprietary artificial intelligence, the system teaches the value of the Sponsor's Match, encourages increased contributions, and strengthens participant engagement and retention.
With the growing challenge of attracting new generations and increasing participation in Benefit Plans, Inside Pensions, together with e.Fin, presents an interactive platform that transforms the financial education journey of the EFPC (Closed Private Pension Entity) into a simple, modern experience connected to the participant's reality.
Solutions
Guided simulators on flashcards: Budgeting, debt repayment, investment, and retirement tools explained step-by-step, without complex forms.
Contextualized AI Financial Coach: An Artificial Intelligence assistant trained to clarify participants' doubts based on the specific regulations of the Entity and the Sponsor.
Simulation & Gamification Games (Horizon & Legacy): Strategy games that visually demonstrate the effects of time, compound interest, and corporate counterparty.
Masterplan & Financial Diagnosis: Organizing goals, emergency reserves, and debt repayment with intelligent prioritization by profile.
B2B Engagement Metrics Dashboard: A monitoring panel for the organization and HR to assess the level of financial health and adherence to benefits.
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