Supporting the path to financial wellness Personalized, actionable guidance:
How Consumer Pathways Works
Portal Usage
Age
1
Age of Account
Predictors
Contributions
Segment participants into similar types of users
Cash Saver
Hybrid
Marital Status
Presence of Children
Investor
Maintainer
Use predictive analytics to anticipate the consumer journey
Behaviors
Planner
Non-User
Account Balance
Personalized Consumer Experience
Income
Spend Owner
New User
2
Identify opportunities to support and educate
Consumer Pathways delivers personalized benefits education at the right time, in the right way, to guide participants in making informed decisions that can improve their ability to pay for and use their benefits.
3
Create personalized experience and recommendations
4
Measure success to determine impact and results
WEXB_CB_EMP_1010199_IS 10/06/2023
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