Digital Keystone’s Adaptive Portal Workflow Engine Powers Aegon’s Secure Retirement Income & Connectivity Propositions

Digital Keystone, a leading provider of state-of-the-art financial services software, is pleased to announce that Aegon UK has successfully implemented its Adaptive Portal to support two new strategic investment platform initiatives.

The first, Aegon’s Secure Retirement Income (SRI), is a product designed for savers who are approaching or in retirement. It provides a guaranteed income for life enabling Aegon’s customers to retire without worrying whether market falls will adversely affect their retirement plans. The Adaptive Portal is used to power user journeys and integrates directly with Aegon systems including the underlying investment platform.

Secondly, Aegon’s new adviser Connectivity development integrates third party adviser systems with the Aegon platform providing seamless user journeys for new business, switch and top up between the systems through Digital Keystone’s Adaptive Portal. The new technology is now live with a select group of advisers and supports a number of products including ISAs, SIPPs, Drawdown and GIAs.

‎Richard Denning, Platform Development Director at Aegon UK, said “The feedback from the Adviser firms using Connectivity is extremely positive. The pre-population is a game changer and vastly improves user experience and usability, the application is very easy to use and the look and feel is great.”

“It’s great to learn that the market is responding so positively to the new systems,” commented Graeme Gets, CEO of Digital Keystone, “We are very pleased to be part of Aegon’s technology strategy and look forward to continuing helping them provide exceptional service for their customers.”

The Adaptive Portal enables financial services to improve their online channels, enhance customer experiences, and create clear, simple and intuitive user journeys for PC, Smartphone and Tablet. The software provides elegant and intuitive user-interfaces to present financial information and functionality, together with a framework for integrating underlying systems, adviser back-office systems, and digital content.