The first-of-its-kind, personalized, A.I.-powered way to track and reach goals
Life Plan, the smartest way to reach life goals
Life Plan is an award-winning, personalized, A.I. powered way to set, track, and reach life goals
Life Plan helps you set, track and reach the things they want to do in life — near- and long- term goals, based on life priorities, and better understand and act on steps toward reaching them.
Uses AI, Gen AI, data insights, and customer behaviors to create a plan & schedule; and tailored content, tips, trends, recommendations, and rewards through distributed commerce and advertising partners.
Problem Solved: takes the complexity and ambiguity out of achieving life’s goals, from traveling to retiring and the many things in between like getting married, Life Plan builds the bridge to get from dream to reality
Company x Product Brand tie-in: Gives users the power to_ reach life’s goals • (Company Brand Positioning: What would you like the power to do?)
RESULTS
0 to 10 Million users
2.3M+ initiated leads generated (appointments)
Users have added $55B to accounts
Award: Best Digital Initiative, USA (Banking Tech)
• Promotional Video •
“Life: what you want it to be”
What’s important to you? • Life Plan is committed to help you shape your life and make it what you want it to be • Personalized, proactive guidance that meets you where you are on your journey. • Mobile, Online, or 1-on-1 with a professional. • What would you like the power to do?
• Positioning • Taglines • Social Media • Content •
Turn your goals into action with Life Plan • It all starts with a plan. Your plan. • Create your own Life Plan • Wherever life takes, you, Life Plan can help • Life Plan - a flexible way to manage short- and long-term goals
• A Closer Look •
Leverages artificial intelligence (A.I.) and data insights, to create a plan, break it into milestones and actions, track, and also to present you with resources, on a schedule, that will help achieve your goals - all automated for your convenience and aligned to your focus areas.
