Financial Engines personalizes better retirement plans with SAS®

Investment advisor analytics help cater to customers, grow business

Financial Engines, America's largest independent investment advisor, needed a better way to analyze its massive database of 401(k) participant demographic information. Using software from SAS, the leader in business analytics software and services, the company will quickly and easily harness investment advisor analytics to more clearly understand what customers want and pinpoint drivers for service enrollment, ultimately resulting in more attractive retirement plan offers.

"We chose SAS because we needed a secure, best-in-class solution for managing our customer data," said Mike Ault, Director of Investor Communications at Financial Engines. "SAS was both easy to implement and scalable, giving us plenty of room to grow."

SAS will help Financial Engines save considerable time in data manipulation, processing and analysis. In addition to increased efficiencies, the analysis provides a more comprehensive user view. "With more information and engagement, we can create solutions that meet client needs while growing our business," said Ault.

"Since our services are available to more than 8 million 401(k) participants nationwide, we can learn a great deal about what influences participant retirement choices," said Ault. "SAS helps us gather that intelligence efficiently, enabling us to quickly adapt and improve user experience."

About Financial Engines

Financial Engines is the largest independent investment advisor, committed to providing everyone the trusted retirement help they deserve. The company helps investors with their total retirement picture by offering personalized retirement plans for saving, investment, and retirement income. To meet the needs of different investors, Financial Engines offers both online advice and professional management. Co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe, Financial Engines works with America's leading employers and retirement plan providers to make retirement help available to millions of American workers. Financial Engines Advisors LLC is a subsidiary of Financial Engines Inc. (NASDAQ: FNGN).

For more information, please visit financialengines.com.

Om SAS Institute i Norden og Baltikum

SAS Institute er verdens største privateide IT-selskap med over 11 000 ansatte og 50 000 kunder i 127 land, og er ledende leverandør av Business Intelligence og Analytics løsninger. Selskapet har opparbeidet en sterk posisjon i Norden og Baltikum og bistår over 1300 kunder fra kontorer i Oslo, Stavanger, København, Skanderborg, Stockholm, Helsinki, Riga og Vilnius.

Siden 1976 har SAS Institute gitt kundene muligheten til å ta riktigere beslutninger raskere. Avanserte statistikk- og analysemetoder i brukervennlige applikasjoner hjelper virksomhetene med å avdekke nye sammenhenger og se nye forretningsmessige muligheter. SAS Institute er den eneste leverandøren som fullt og helt integrerer datavarehus, analyse og løsninger for Business Analytics, slik at du får ny og overordnet kunnskap ut av din virksomhets data.

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