Members log in once a year.
If at all.
Dimply changes that.
The annual statement arrives, gets a glance and goes in a drawer. A pot value on its own doesn’t tell anyone whether they’re on track.
They’d engage more if the app answered the questions they actually have. Am I on track? What if I paid in a bit more? Is my fund right for me? When should I talk to someone?
Dimply gives your team those journeys. Built on your projection rules, signed off by compliance, and live in the app you already have.
Turn the annual statement into a year-round habit.
Built by your team. Changed whenever you like.
Pensions and financial institutions
building with Dimply
01. Know
Am I on track?
Answered.
Dimply works it out. From your administration system, through your projection rules, into the app. Every figure a member sees is one you’d stand over.
Facts
Everything you know about the member, in one place. Pot value, contributions, employer match, retirement age. Pulled straight from your systems.
Connections
Pension administration, CRM, third-party data. Dimply connects to what you run, so the facts are always current.
Insights that lead somewhere
Projected income, the gap to target, what changed since last time. Worked out from the facts, and each one the start of a journey.
02. Act
Let them do
something about it.
Knowing isn’t enough. When a member decides to act, it should happen there and then. In the app, on your rules.
Journeys
Raise the contribution, take the full employer match, review the fund. Guided, step by step, built by your team.
Picks up where they left off
Start on the phone, finish on the laptop. It’s still there.
Holi
When they’d rather ask than tap. Holi explains from the plan and your rules, and runs the same journey in conversation.
03. Return
Give them a reason
to come back.
Retirement is decades of small decisions. Dimply makes sure the next one shows up when it matters, not once a year.
Triggered on facts
A pay rise: suggest a higher contribution. A milestone birthday: prompt a retirement check. A fund drifts from their risk: flag a review. Your rules decide when.
The right time to talk
Some decisions need a person. Dimply hands the member to an adviser when one does.
Built by your team
And changed whenever you like. The journey that worked last month gets better next month.
Enterprise Ready
Built for how pension providers actually work
Security. ISO 27001 certified. SSO, RBAC, and data-level permissions.
Compliance. Full audit trails and version history, with every interaction logged. Roll back any time.
Accessibility. WCAG 2.1 AA compliant components, ready for the European Accessibility Act.
Scale. Serving millions of end users across pensions, banking, insurance and wealth.
Eyebrow
The Dimply stack for pensions
Facts Engine
Facts Engine. What you know about the member, pulled live from your pension administration system, your CRM and third parties. 50+ financial facts ready to use, or bring your own.
Calculations Engine
Calculations Engine. What you can work out from those facts: retirement projections, contribution gaps, the employer match, income in retirement. Your formulas, run exactly as written. AI never does the maths.
Experience Builder
Experience Builder. Describe the journey and it’s built: a contribution top-up, a fund review, a retirement check for one member. Your compliance team signs it off before a member sees it.
Holi
Holi. Your AI agent. Put it in front of members to run your signed-off journeys in conversation, or plug it into the agent you already have.
Facts Engine. What you know about the member, pulled live from your pension administration system, your CRM and third parties. 50+ financial facts ready to use, or bring your own.
Calculations Engine. What you can work out from those facts: retirement projections, contribution gaps, the employer match, income in retirement. Your formulas, run exactly as written. AI never does the maths.
Experience Builder. Describe the journey and it’s built: a contribution top-up, a fund review, a retirement check for one member. Your compliance team signs it off before a member sees it.
Holi. Your AI agent. Put it in front of members to run your signed-off journeys in conversation, or plug it into the agent you already have.
FAQ.
How does Dimply work with our administration system?
Through its APIs. Dimply works with any API, so it fits the administration system you already have. It can fetch data live, the moment a member needs it, or take it in as a batch. And it can act back through the same APIs, so a journey can change a contribution as well as show it.
What’s the implementation timeline for our first journey?
Building it takes days. What takes longer the first time is your infosec review and connecting Dimply to the APIs the journey needs, so that’s the part we plan with you first. Once Dimply has cleared review, each journey after that can go live in days.
How does Dimply handle our compliance and audit requirements?
Every journey goes through a publishing pipeline with your compliance team in it, so nothing reaches a member until they’ve signed it off. Each change is on record, with audit trails, version history and rollback. Dimply runs on your data, calculations and rules, on your SSO and role-based access, and it’s ISO 27001 certified.
Will members get projections from AI?
No. Projections come from your formulas in the Calculations Engine. Holi explains the result in plain words, but the number never comes from the model.
Who gives the guidance?
You do. Dimply runs the journeys on your projection rules, signed off by compliance. Where guidance ends and advice begins, the journey hands the member to your advisers.