Announcements Archives - Genivity
Genivity + Wealth Access Integration

Genivity + Wealth Access Integration

Genivity is excited to announce a new integration with Wealth Access’s customizable client portal. This integration will allow financial institutions to seamlessly offer our HALO Planner within their established Wealth Access digital user experiences so they can succeed in the new wealth management era.

Our interactive HALO assessment captures all the information you need on your clients’ health and longevity with minimal barriers to entry. AI and machine learning then personalize cost projections to each client’s unique lifestyle, health, and longevity outlook.  Wealth Access’ technology helps institutions stay compliant for Reg BI and provide an enhanced client experience built on leading-edge technology solutions that deepen client relationships.

When asked about the future of this relationship, our CEO, Heather Holmes, said: “Deepening client relationships is the way of the future. The integration between Wealth Access and Genivity provides a competitive edge to firms that are getting on board with this now that will create a lasting advantage and help their clients improve their financial wellness.”

One of our clients, INTRUST Bank, has been using the HALO Planner integration within their fully branded digital hub from Wealth Access to increase adoption and establish a deeper knowledge base for their clients. The results allow them to better serve their clients by offering a holistic look at future financial needs and goals.

“Consumers are no longer satisfied with banks that don’t lead with digital capabilities. Clients become committed enthusiasts of a brand because of the online experience,” says David Benskin, CEO of Wealth Access. “Putting the HALO Planner in our comprehensive digital hub allows banks like INTRUST to offer modern tools that build confidence and loyalty through a delightful experience.”

“Genivity HALO allows our advisors to deepen their client relationships. Having it available in their existing Wealth Access dashboards now allows them to improve the overall client experience, start to finish,” says Bill Martin, the Chief Investment Officer at INTRUST Bank.

The integration is available now to all existing Wealth Access and Genivity customers.

Genivity Selected by Two MassChallenge Enterprise Partners for 2020 Cohort

Genivity Selected by Two MassChallenge Enterprise Partners for 2020 Cohort

We’re proud to announce that Genivity has been selected to participate in the MassChallenge as part of the 2020 FinTech cohort. Genivity was recognized for their industry-changing innovation out of hundreds of fintech companies.. Through a unique reverse pitch and match-making process, MassChallenge Fintech accelerates outcomes-driven partnerships between fintechs and enterprises to fuel innovation and is dedicated to transforming financial services through a results-focused, collaborative model.

Two marquee enterprises made offers to Genivity and we are thrilled at the opportunity to work closely with them both. Both partner organizations are household names, however because of confidentiality requirements we aren’t able to share their names (just yet).  

The partner enterprises pitched their top business challenges and selected Genivity because of the strength of our value proposition and proven success in helping financial advisors maximize wealth assets and create stickier client relationships through financial wellness.

“With over 300 applicants globally from 22 countries and 32 states, each MCFT20 Finalist is a stand-out company and we look forward to helping them achieve future growth through enterprise partnerships,” said Devon Sherman, Managing Director of MassChallenge FinTech.

The Genivity team would like to thank MassChallenge for selecting us for this unique opportunity. We look forward to working with MassChallenge and our selected enterprise partners to use the opportunities offered to us to accelerate our mission and put our solution in the hands of those who can use the Genivity HALO Planner to make a difference for their clients. 

Genivity also extends our deepest gratitude to you. Your support has allowed us to continually pursue improvement for our solutions to help you deepen your client relationships. 

Genivity Wins UBS Future of Finance Competition

Genivity Wins UBS Future of Finance Competition

The entire team at Genivity was thrilled to be chosen as a winner of the UBS Future of Finance challenge. Genivity received recognition in the “Deepening Client Relationships” category. 

UBS Challenge
UBS put out the call to “…start-ups and established, growing companies that think they can change the way finance works and how banks meet their clients’ needs – delivered this year in collaboration with Deloitte and 100% Open.” Genivity knew that this call to action fit our mission statement and we’re excited to see the fruits of our labor. 

Upon receiving recognition as a winner, Genivity’s founder and CEO, Heather Holmes, had this to say:
“Our mission at Genivity is to help advisors have data-driven conversations about emotionally-complex planning topics with their clients focusing on longevity, health, and elder care. We are honored to be recognized by UBS and Deloitte.”

We think that Heather perfectly encapsulates what the entire team here at Genivity feels and has been working so hard to achieve.

The Team at Genivity would like to thank UBS for selecting us for this award. We look forward to working with UBS and using the prize money to accelerate our mission and put our tools in the hands of those who can use them to make a difference.

Genivity also extends our deepest gratitude to financial planners around the world who use our technology to add an extra layer of security to those looking to retire. In an unstable world of health care costs, we’re proud to find new ways to deepen client relationships, implement data driven decisions, grow assets and, ultimately, have your clients worry less.

The entire team is reinvigorated by this award and dedicated, more than ever, to delivering the best possible product for our customers and their clients. 

Thank you for your support of Genivity, now and in the future.


Genivity Selected as Finalist for UBS Future of Finance Challenge

Genivity Selected as Finalist for UBS Future of Finance Challenge

When our team shows up to work every day, we’re driven by the idea that we’re doing things different, that we’re fundamentally changing how financial planning will operate in the future.

That’s why we’re thrilled when someone else takes note of the innovation happening at Genivity. Genivity has been selected as a top-ten finalist from over 400 applicants in the UBS Future of Finance Challenge in the Deepening Client Relationship category.

The challenge put on by UBS is “open to start-ups and established, growing companies that think they can change the way finance works and how banks meet their clients’ needs – delivered this year in collaboration with Deloitte and 100% Open.” The Genivity team is excited to be competing alongside other companies who are changing the financial planning game. We are especially proud of the fact that we were selected in a category dedicated to deepening client relationships, as that’s where we feel HALO truly shines for advisors.

The UBS challenge culminates on October 29th + 30th in New York City where Genivity will give a presentation on HALO alongside the other finalists.

About Genivity

Genivity was founded on the idea that the more you know about your health, the better decisions you can make about your financial future. As we strive to complement the existing relationship with your financial advisor, we’re empowering you to enjoy your retirement and be confident that your wealth will be there for the next generation.

Planning for future health care costs has always been the outlier. It has derailed individuals who thought they had enough saved for retirement and disrupted what should otherwise be a relaxing time of life. Genivity has always been, and always will be, dedicated to helping fix this problem.

Genivity wouldn’t be what it is without the financial advisors who put their trust in our technology and solutions. We’re thrilled to help deepen the relationship between financial planner and advisee and change the nature of the financial planning game as we know it.

Thanks to UBS for selecting Genivity as a finalist and thanks to you for all your support of the hard work we’ve been doing here.

Genivity Helps Lead the Way in Tech for Advisors

Genivity Helps Lead the Way in Tech for Advisors

There’s no question about it: people are living longer than ever before. Longer lives are a wonder of modern medicine and a true testament to the advancement of society. As we’ve mentioned before, however, this longevity doesn’t come free.

Many industry leaders now see outlining longevity as a critical component to retirement planning. For decades, longevity planning has simply been pulling some data together from disparate sources and largely guessing how long any given client would live. Because this strategy is often off the mark and generic, many advisors are simply avoiding it. 

Why tech matters for advisors

It’s not just how long you’ll live either. It’s the type of life that you’re clients will be living in those last years where planning is crucial. Certain ailments might make their golden years a financial nightmare if unplanned for. Imagine expecting a relaxing retirement and instead finding themselves wondering how they will pay their medical bills. The problem many firms face is that attempting to calculate medical expenses into the future takes a lot of data and research, something most client advisors don’t have time or resources for. 

Longevity planning with HALO

Genivity’s HALO assessment is looking to change all of this. Easy-to-use interfaces with powerful behind the scenes technology makes planning for your clients’ future a breeze. This tech is disrupting billions of dollars worth of financial planning and investors are taking note.

Investment News outlined Genivity as one of the companies that is working to change the financial planning world as we know it. We’re happy to be highlighted as a company changing the game by looking at how heredity and lifestyle factors will affect retirement and subsequently, how much money your clients may need to do it. 

Make no mistake, the future of the financial planning industry is going to be centered around longevity planning. In the past, we could make guesses based on certain criteria that would help retirees get a ballpark of how long their retirement funds would last. This still left plenty of retirees high, dry, and potentially bankrupt because certain factors weren’t taken into account in planning for their retirement. Today, we can do better and Genivity is doing better. No system is perfect, but utilizing modern data and algorithmic computing, we are the closest we’ve ever been to projecting retirement costs and the medical expenses associated with it for individual clients. 

We’re proud to be part of this new frontier and know that millions of retirees lives will be enhanced by the work of those innovating in this space at this moment. 


Genivity Accepted to 2019 FIS FinTech Accelerator

Genivity Accepted to 2019 FIS FinTech Accelerator

Over the last few months, our Founder and CEO, Heather Holmes, has been broadening her knowledge of the financial tech industry at the prestigious FIS Fintech Accelerator in Little Rock, Arkansas. 

Who is FIS?

FIS serves the largest players in the financial world, processing 27 billion transactions and $9 trillion annually. Out of 30 fintech startups, only 10 leaders are asked to participate in this exclusive accelerator. During their 12 week stay, they learn from the best, brightest and most influential people in the fintech sector. Corporate partners such as Google, AWS and Hubspot are investing in the next generation of financial technology. We’re proud to be among them. 

How Genivity is excelling at the accelerator

Genivity started as a platform to use family health history, environmental factors, and behavioral information to project future medical expenses of any given individual. Today, after attending the FIS Accelerator, Heather is convinced we can do that and so much more. The price of medical care shows no signs of decreasing. Giving people solutions to help them plan how much they will need and when has the potential to open up billions of dollars in savings and push the envelope on future financial planning.

Heather and the entire Genivity team were honored that she was invited to this accelerator. It not only validates that Genivity is on to something groundbreaking, but that our technology and vision have the potential to disrupt the financial industry globally. More importantly, however, help people live healthy, happy lives in retirement. 

To read more about Heather’s time at the accelerator and the backstory of Genivity, check out this interview from FIS