TOOLS & TECHNOLOGY
NAPA FIRM PARTNERS
PRINCIPAL FINANCIAL GROUP
DES MOINES, IA • PRINCIPAL.COM
CHARLESTON, SC • MYQUESTIS.COM
Doug Grove • 630.705.0665 • email@example.com Rob Logan • 515.681.1159 • firstname.lastname@example.org
Rob Madore • 725.825.2190 • rob.madore myquestis.com Ed Meltzer • 847. 977.5643 • ed.melt er myquestis.com
uestis is a configurable technology plat orm that allo s retirement advisors and financial service providers to easily deliver personali ed financial ellness programs to their plan sponsors and participants. ounded by e perienced financial advisory pro essionals, uestis pairs the power of software with the customization and communication required to uel behavior change. With seamless integration tools, processes, and human pro essionals, uestis makes financial ellness simple, available to every participant, and scalable. Now, anyone looking to o er financial ellness as a service can do so simply, and customi ed to their requirements and branding.
A member of the FORTUNE 500®, Principal has $666.6 billion in assets under management and serves 22 million customers ith o fices in 19 countries throughout Asia, Australia, Europe, Latin America and North America.
IN BUSINESS SINCE
Asset Allocation, Advice/Guidance, Administrative Services, Trustee/ Custody, Consulting/Plan Design, Participant Communications, Lost Participants
IN BUSINESS SINCE
rincipal is a total retirement services leader, o ering defined benefit, defined contribution, employee stock o nership plan, and nonqualified solutions for corporations and tax-exempt organizations, in bundled and unbundled arrangements.
Advice/Guidance, Participant Communications, Software, Other
uestis is the only comprehensive financial ellness technology platform that allows retirement plan advisors to deliver a branded, configurable, scalable, and secure financial ellness solution to plan sponsors and participants. No matter the business model or existing infrastructure, Questis can seamlessly integrate, optimize, and amplify your e isting program or po er an entirely ne one. We ork ith advisors to design an e perience that orks ithin and or your business model. Then, we marry what we create with a simple user experience for your participants and plan sponsors, all under your brand. uestis uses the C body o kno ledge as the heart o the plat orm. Savings, debt, spending, and protection are the pillars from which we drive behavior. Tools available to participants that drive behavior change include: behaviorally based action items, automated reminders and action oriented emails, educational and need specific content delivery, advisor/mentor chat, simple product guidance, automated budgeting tools, account aggregation, and more. We also o er coaching as an additional service. Questis’ business model is to partner with organizations to deliver their o n branded financial ellness solutions or their plan sponsors and clients. We support partners ith third party integrations and pro essional development services to ensure the financial ellness program looks like their brand, and takes ull advantage o pre e isting business tools and model. Our platform is mobile responsive and fully accessible via mobile device and tablet. uestis marketing, strategy, and success teams ork closely ith partners to ensure they re set up for success in all aspects of program development and deployment, including strategy and messaging development, branded marketing collateral, sales involvement and training, press releases and associated outreach efforts, event attendance and support, and community building and in uencer meetings. We partner ith like minded companies and in uencers in related industries to share digital content and lead generation. 132
NAPA BLACK BOOK
11/27/18 9:51 AM
The retirement plan advisor’s definitive resource guide.