AI platform for retirement advice

Customer

Services

User interface
User Experience
Web Development

Awards

- 1x Bronze

The transition to retirement is one of the biggest upheavals in life - and yet it is surprisingly poorly accompanied. Financial questions meet personal uncertainty.

The Retirement Compass is a digital solution that brings together both numbers and the reality of life. A compass instead of another calculator.

Align compass now

What are the benefits of digital retirement counseling?

In the first three months, the Retirement Compass recorded 1.2 million sessions. On LinkedIn, there were 4.9 million impressions, and on Meta, 64,000. More important than reach is impact: People gain clarity during a time of uncertainty and find direction, self-confidence, and new opportunities. Or, in short: They have a better idea of what to do next.

Sessions in the first 3 months
1.2 million
Highlights on LinkedIn
4.9 million
Impressions on Meta
64,000

What is missing from existing retirement plans?

Every year, many people in Switzerland are approaching retirement, and their questions go far beyond just numbers: How will my daily life change? What will give me purpose and structure? Will my money be enough? Existing services usually draw a strict line between financial planning and life coaching. There’s a gap between the two. Bridging that gap means making financial knowledge accessible, respectfully incorporating personal issues, and building trust without collecting data.

How does the Retirement Compass link financial matters with life issues?

smartive developed the Retirement Compass as a freely accessible web app that requires no registration and collects no data. It combines financial guidance, psychosocial considerations, and personalized counseling. Users work through their situation step by step, from assessing their current situation to evaluating their financial position and identifying concrete next steps. Video interviews featuring real people build trust, while clear language and intuitive navigation prevent users from feeling overwhelmed.

AI Chat with Verified Sources

When it comes to retirement planning, reliability matters. That’s why all content in the Retirement Compass is curated and verified. The built-in chat feature draws exclusively on these verified sources: no generic AI responses, no half-baked information from the internet. smartive built the platform to be scalable and with a focus on data protection. The web app works without registration and without collecting data.

«Human, collective and technical intelligence: of course you create smart synergies. The previous projects speak for themselves, and we look forward to the next inspirations together.»

Stella Cunidi Roth

Senior Project- und Product-Manager Sammelstiftung Vita

Result

The platform has generated an impressive response in a very short time:

1.2 million sessions in 3 months
4.9 million impressions on LinkedIn
64,000 impressions on Meta

But more important than reach is impact: People gain clarity during a time of uncertainty. They find direction, build self-confidence, and gain new freedom of action.

Or, to put it simply: You know better what happens next.