Build long-term client loyalty with a retirement simulator on your website
Financial advisors and institutions that help clients plan their retirement build more lasting and higher-value relationships. FEXER lets you add a retirement simulator to your website in 5 minutes — no code — to start valuable conversations before the client signs up.
Your clients don't think about retirement until it's too late
Most people know they should plan for retirement, but they keep putting it off because they don't have a clear tool that shows them the real impact of starting today versus waiting. Without a retirement simulator on your website, you miss the opportunity to start that conversation when the client is most receptive.
A simulator that turns retirement concerns into a conversation with you
With FEXER the client visualises how much they need to save each month to maintain their lifestyle in retirement, how much they will accumulate under different scenarios and what impact starting today has. You receive their data — age, income, retirement goal — and have all the context for a high-value first conversation. More loyalty, more products contracted, longer relationships.
The client arrives with their retirement scenario calculated. The conversation is more productive.
Helping plan the future consolidates the relationship and reduces client churn.
Copy and paste a snippet into your website. Live in under 5 minutes.
Customise colours and logo. The client experiences it in your environment.
Ready to start more retirement conversations from your website?
Start with 300 free simulations per month. No credit card. No commitment.