Proteus Advisory Services Selects Evergage to Boost Retirement Plan Member Engagement, Savings and Satisfaction

Proteus Advisory Services has selected Evergage to play an integral role in its employee engagement solution that enables financial services firm’s customers and partners to understand and respond to plan members’ behaviors with personalized messaging.

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Evergage and Proteus enable plan sponsors and record-keepers to deliver the best possible member experience and, as a result, enhance workers’ retirement readiness and overall appreciation of their benefits.

Boston, MA (PRWEB) February 10, 2014

Continuing to gain traction in new markets, Evergage (http://evergage.com), provider of a real-time behavior-based web personalization platform, today announced that Proteus Advisory Services (http://proteusadvisory.com), a financial services firm specializing in retirement plan management services, has selected Evergage to play an integral role in its employee engagement solution. Proteus delivers its exclusive solution directly to plan sponsors, plan record-keepers and administrators of retirement programs.

To meet demand for plan member support and sponsor solutions in the rapidly evolving pension landscape, Proteus actively works with its customers to enable employees to get the most out of their retirement benefit plans. The company’s engagement solution, comprised of best-of-breed cloud-based technology, allows plan sponsors to track and understand members’ behavior and respond with personalized messaging that educates, guides and engages for better results.

“Retirement plan success is dependent on the level of engagement of employees, who are frequently unaware of all the plan features, benefits or how it works. This often leads to less satisfied employees and detracts from the value of such an important human resources tool for businesses,” said Martin Leclair, CFA, vice president at Proteus. “In order for plan sponsors to maximize the success of this benefit, they need a solution that can increase employee engagement so they can have higher levels of retirement savings, reduce their levels of financial stress and become more productive in their jobs.”

Fully integrated into the Proteus engagement solution, Evergage’s real-time personalization platform is a cloud-based service that makes it easy for marketers to personalize a customer’s website journey. It allows brands to deliver real-time, relevant online experiences through call-outs, pop-up messages and dynamically targeted web messaging that drive desired customer actions. In just one hour, online marketers can be up and running on Evergage and realize an immediate return on investment.

“We are very excited to be working with Proteus, a high-quality service provider in the financial services space,” said Karl Wirth, CEO and co-founder of Evergage. “Evergage and Proteus enable plan sponsors and record-keepers to deliver the best possible member experience and, as a result, enhance workers’ retirement readiness and overall appreciation of their benefits.”

About Proteus
Proteus, a Toronto-based company, is a premier provider of governance and investment consulting services to pension plans, foundations and endowments since 1994. Its Proteus Advisory Services division works with employers to optimize the delivery of retirement benefits to achieve employee engagement, fiduciary protection and brand advocacy through innovative education programs, personalized plan member experience and its exclusive cloud-based member platform. For more information, please visit http://www.proteusadvisory.com/.

About Evergage
The Evergage platform delivers real-time web personalization to more than 58 million web visitors, optimizing site conversions and customer success for over 80 organizations, including Acquia, Experian, Gardener’s Supply Company, Millward Brown Digital, Palms Casino Resort, Publishers Clearing House and Sittercity, A BostInno 2013 “50 on Fire” and TechCrunch Disrupt finalist, Evergage's tools empower marketers and customer success teams with real-time dynamic content and inline messaging features, behavioral analytics and segmentation, and integrations with other top CRM and SaaS providers. Founded in 2010 as Apptegic, Evergage has offices in Boston and San Francisco. For more information, visit http://evergage.com or contact the company at sales(at)evergage(dot)com or 1-888-310-0589.

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