Re-engineer your guidance experience
Transform how customers shape their financial future
Reach people at their first financial step. EVDirect transforms complex financial decisions into clear possibilities, helping customers build confidence through personalised exploration. As their understanding grows, they progress naturally toward advice when ready.
Building better guidance alongside leading financial institutions:
Today’s challenge
Today, the financial planning and advice industry faces a critical challenge: helping people understand and engage with their financial future. For enterprise financial firms, this means missing opportunities to support customers when they first start exploring retirement planning.
Without guidance technology engineered for engagement, valuable relationships slip away before they begin.
EVDirect transforms how guidance shapes tomorrow’s advice experience
We've engineered guidance technology that engages people through clear, holistic retirement planning, turning complex decisions into actionable journeys.
How it works - transform how you deliver retirement guidance:
One Clear View
Smart Scenario Testing
Digital Experience
EVDirect delivers engaging mobile-first guidance across every device. Your branded interface keeps customers confident through intuitive design that adapts to your implementation needs.
Connected Support
Key features
Re-engineer retirement guidance through:
- Stochastic engine: Create accurate forecasts through 1000+ calculated scenarios
- PLSA standards visualisation: A tool illustrating the costs of different retirement lifestyles, enhancing customer understanding.
- Mobile-first platform: Deliver guidance seamlessly across phones, tablets and desktops
- White-label interface: Customise with your unique brand identity
- Interactive live planning: Allows customers to explore different retirement scenarios.
- Clear primary dashboard: Guide decisions through visual comparisons
- Educational library: Build confidence through bite-sized learning
- Connected channels: Link guidance to advice through consistent data sharing.
Transform your guidance and advice capabilities:
- Re-engineer customer relationships: Turn complex calculations into confident decisions that drive long-term retention
- Accelerate digital transformation: Launch your branded guidance solution in weeks, not months
- Build lasting engagement: Increase customer satisfaction through proven guidance that grows confidence
- Create tomorrow's experience today: Shape personalised journeys that adapt to customer needs.
- Reduce operational costs: Lower support queries while increasing digital engagement
- Transform implementation: Deploy without technical complexity or resource strain
- Shape scalable solutions: Adapt and grow without traditional technology constraints.
Don't just take our word for it.
"Member engagement has always been a challenge for schemes. In the last year, many members have moved into a more physically isolated environment, meaning the quality of member communications is more important than ever. EV's retirement planning solutions have been the lynchpin in enabling employers to continue to deliver on the social contract."
Lee Cook, Head of Outsourcing at Buck
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Benefits for your customers
Transform how customers experience retirement guidance:
- Clear Financial Understanding: Customers see spending power in today's shopping terms
- Independent Exploration: Customers test different scenarios confidently through intuitive tools
- Self-Guided Learning: Customers build retirement understanding at their own pace through a structured journey.
- Anywhere Access: Customers engage with consistent guidance across their preferred devices, whether mobile, desktop, or tablet.
- Natural Development: Customers progress naturally to hybrid and traditional advice channels when ready
- Trusted Experience: Customers shape retirement possibilities through proven calculations.
Implementation Paths
Shape your guidance transformation through flexible implementation paths. Whether you are looking to launch quickly with proven solutions or build a unique experience, our modular technology adapts to your vision:
| Solution path | Timeline | What you get | Perfect for |
| Configurable Standard | 6-8 weeks |
Start transforming guidance today: Ready-to-use guidance platform Core features to configure Professional guidance experience Quick route to market |
Businesses wanting to transform guidance quickly |
| Customisable Base | 6-8 weeks |
Shape your guidance vision: Design your customer experience Create personalised scenarios Build educational content Transform guidance your way |
Businesses ready to create unique guidance experiences |
|
API Integration |
Up to 3 months |
Build tomorrow's guidance: Access proven calculations Create custom interfaces Design unique journeys Choose your building blocks |
Businesses with technical teams wanting to build something new |
|
EVDirect with EVPro or EVDigital or both |
Up to 3 months |
Connect every touchpoint: Link guidance to advice channels Share customer data seamlessly Create consistent experiences Build lasting relationships |
Businesses building connected guidance and advice experience |