Success Story - AFP Habitat

AFP Habitat, one of Chile's leading pension fund managers, has successfully implemented personalized videos to improve monthly communication with its clients.

AFP Habitat is a pension fund manager with a strong position in the Chilean market. The company has more than two million clients, which it serves through multiple channels. The company is constantly looking to implement new means to communicate and inform its clients.

THE CHALLENGE

AFP Habitat provides its clients with a monthly savings account statement. This information was provided through a booklet in PDF format, sent by email and accessible on the company’s private website. The company had identified a low level of interest and understanding of this content by its clients.

The objective of this pension fund manager was to be closer to its clients and provide them with personalized, dynamic information and, above all, to achieve a better understanding and projection of their savings. They sought to integrate technological solutions that would adapt to the current needs of a market that not only seeks information about what it invests in, but also ongoing advice. Informing and advising on pension issues are two fundamental pillars that were taken into account when acquiring this service.

THE SOLUTION - THE CUSTOMIZED VIDEO

We worked with the AFP Habitat team to develop a customized video that would allow each client to understand the status of their savings and their pension projection. Using IndiVideo technology, it was possible to generate a unique digital experience for each client.

The audiovisual content allowed AFP Habitat clients to better understand the status of their savings and take action to improve their future pensions. More than 90% of those who watched the video said they better understood the information regarding their pension savings. For its part, AFP Habitat achieved a significant increase in the opening of voluntary savings accounts and managed balances for its clients.

This solution was recognized as “Best Financial Services Online Video” at the Internet Advertising Competition Awards 2019.

THE RESULTS

The account statement summarized in a customized video has provided great value in the decision-making of AFP Habitat clients, since they not only know how much they have saved, but also how much they will retire on and how to increase this figure through voluntary savings.

of customers who received the video by email opened the email.

0 +

of customers who opened the email, watched the video

5, 0 %

of customers who watched the video clicked on the CTA

0 +

Regarding the CTR (Click Through Rate), the average for the financial industry according to the latest report from Campaign Monitor is 2.70% . The results show numbers above the average.

The future of AFP Habitat

Under the brand relationship strategy and seeking excellence in the service delivered, AFP Habitat maintains its commitment to boosting customer loyalty by increasing good experiences in interaction with all types of communication. This means continuing to generate instances where messages are personalized, educational and generate positive interaction towards the brand.

AFP Habitat maintains its initial strategy: to provide relevant and accessible information so that people can make good decisions to improve their future and therefore achieve a better pension when they retire.