Viserly
Send personalized guidance to each saver, including the small balances you never had time for. Connect payroll or upload a census. Viserly segments your savers, runs targeted education and outreach, and starts data-triggered campaigns when a participant hits a rollover trigger. When a saver is ready, Viserly builds the plan-vs-IRA comparison and collects the e-signature, so the saver can stay with the advisor who knows their plan.
Viserly writes to each participant based on their data.
Each saver gets guidance based on their own deferral rate, age, and balance.
Send personalized guidance to each saver, including the small balances you never had time for.
Small balances tooSavers who are ready for more stay with the advisor who already knows their plan.
Grows your bookHow Viserly drives rollovers.
Viserly finds the rollover conversations you would otherwise miss. It flags participants who hit a trigger and sends your email under your name. You take the call.
Connect payroll or upload a census. The employer approves once, and participant data syncs daily.
Viserly spots life events and plan milestones (termination, turning 59½, RMD age, new hire, catch-up at 50, work anniversary) when your data syncs.
Viserly writes each email from that participant's data. Build multi-touch journeys so savers get to know you over time.
Sent through your own Outlook or Gmail. Replies land in your inbox.
Messages go out under your name. You keep a record of each participant conversation, from the first send through the reply.
Hi Maria, I saw you recently left State Health Partners. You have a few options for your State Health Partners 401(k), and they're worth thinking through. Want 15 minutes to walk through them?
You learn a participant is leaving before they roll over, and you have the first conversation.
Features
Filter participants by deferral rate, age, balance, tenure, and salary. Save a segment once and reuse it as the audience for any campaign.
Send education, enrollment, and retention messages to participant segments as multi-touch campaigns, then measure opens and replies.
Triggers run on your census and payroll data: termination, age 59½, RMD, and custom triggers such as balance thresholds. Viserly detects the event; you confirm.
Build a plan-vs-IRA comparison, collect an e-signature, and deliver a signed PDF. AI turns provider PDF forms into reusable templates.
Describe a participant email in one line and AI drafts it in your voice. The draft waits in Drafts for you to review and schedule.
Sends, a trigger leaderboard, and the rollover funnel on one screen, plus a daily digest email.
Branded forms where participants register interest or request a meeting. Responses go to your campaigns.
How you use it
Add filters such as deferral under 6%, age over 50, or balance over $100k. Preview the population, then save it.
Use the per-trigger toggles to choose which automated campaigns run on each plan.
Cancel or reschedule anything in the queue, and check the timeline of recent and upcoming sends.
Details
Segments you build once
Save a segment and reuse it for any campaign. The live preview shows the exact contact count before you launch.
- Scope to all plans or a single plan
- Contact count updates as you change filters
- Reuse a saved segment across unlimited campaigns
- Connect payroll or upload a census; payroll data syncs daily
Data-triggered campaigns
You choose which triggers run on each plan. When a participant hits one, Viserly flags them, and you confirm before the campaign sends.
- Built-in triggers for termination, age 59½, and RMD
- Custom triggers, including balance thresholds
- Multi-touch campaigns with send windows and pacing
- Unsubscribe handling built in
Rollover workflows
When a participant wants to talk rollover, build a plan-vs-IRA comparison, send it for e-signature, and keep the signed PDF. AI turns a provider's PDF forms into reusable templates, so your next rollover starts from a ready form.
- Plan-vs-IRA comparison for each participant
- Signed PDF at the end of e-signature
- Rollover funnel tracked in the Viserly Digest
AI drafting and the send queue
AI Compose drafts participant emails from a one-line brief, with merge fields filled in. You review each draft, the queue shows what is scheduled, and Viserly tracks replies to each campaign.
- Merge fields in each draft
- Drafts reviewed before they send
- Queue with cancel and reschedule
- Reply tracking by campaign
In practice
Build a "low deferral, eligible to increase" segment, assign the re-enrollment template, and schedule a 3-touch sequence. Opens and replies show you who responded.
Turn on the termination and 59½ triggers. When a participant leaves, Viserly flags them from your payroll or census data and drafts the outreach. If they want to talk, you move them into a rollover workflow with a plan-vs-IRA comparison and e-sign.
Read the daily digest email or open the Viserly Digest to see sends, top triggers, and the rollover funnel, then follow up on what changed.
FAQ
Connect payroll or upload a census. For payroll integrations, the employer's payroll admin approves the connection once through an invite link, and data syncs daily.
Viserly sends participant emails through your connected Outlook or Gmail account, so messages come from your own domain. Sends follow the windows and pacing you set, and Viserly handles unsubscribes.
Viserly pricing includes 1 sending inbox. Each additional sending user/inbox costs $199/month. This applies to standalone Viserly and the Complete Suite.
Both. Advisors use Viserly to reach participants across their retirement plan book and find rollover conversations for their wealth practice. Benefits brokers use it to send personalized outreach across their plan portfolio and time benefits communications to their clients.
Not by default. Viserly detects a trigger and you confirm before it sends. Per-trigger toggles set which automated campaigns run on each plan, and you decide which automations can send on their own.
Yes. Access is scoped by firm and plan, so each advisor works only with the plans they are assigned.
Viserly records opens and replies in campaign reporting and the Viserly Digest, next to sends, the trigger leaderboard, and the rollover funnel.
Six modules share one plan record.
Viserly works alone. Add other modules and they share its plan data, audit trail, and access controls.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.