Plynty Email Format

Financial Services11-50 Employees

Plynty is a customizable, mobile-first digital retirement and financial advice platform that helps financial institutions scalably serve their customer through an engaging and easy-to-understand approach to financial planning. Our innovative design and experience drive an unprecedented plan completion rate among users, exceeding 30%. In turn, Plynty gives a financial institution an opportunity to learn about their customers'​ financial circumstances so they can help them build a successful future.

Through an efficient approach that is centered around each consumer's needs; Plynty enables financial institutions to deepen customer relationships by effectively cross-selling their product suite - retirement, investments, savings, insurance, and loans - based on their suitability for each customer and what will improve their financial plan's outcome. 

Plynty delivers its platform so it is configured and customized to each financial institution's needs so it meets all requirements for branding, compliance, product, features, and functionality. Thanks to our flexible architecture, making Plynty your own product is a painless and streamlined process.

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