New Artificial Intelligence Technology

Dream Forward has built the first conversational artificial intelligence (A.I.) that can talk to your employees about whatever is on their mind. This A.I. is included in our retirement plan product and is available 24/7. The A.I. can do three key things:

  • Give instant answers to all of the complex admin questions
  • Explain confusing terms, like beneficiary and fiduciary.
  • Be what we call an “Emotional Advisor” that haelps get employees over their excuse(s) for putting off saving for retirement.

All of this is designed to reduce the burden on your business and to keep employees on track. The A.I. is also designed to support the work of financial advisors – more on that here.

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