We recently hosted our Refreshed Member Experience Preview Webinar, where we shared how our refreshed 2026 member experience will help advisors strengthen client relationships, increase member engagement, and deliver more value across their GRS practice.
This major update introduces a modern, mobile ready experience informed by real member insights. It is designed to reduce friction during onboarding, make it easier for members to take action, and support improved retirement outcomes over time.
What We Covered
We walked through the key elements of the refreshed member experience, including:
- Member Insights and Data: How real member behaviour and feedback informed our redesign and helped shape a more intuitive experience.
- Design Principles: The guiding principles our product team uses to build an experience that is simple, modern, and optimized for action.
- Mobile Enrollment Walkthrough: An exclusive first look at the new mobile enrollment flow that reduces barriers, boosts participation, and supports members from day one.
What This Means for Advisors
These enhancements help advisors:
- Increase enrollment and participation through a streamlined, mobile first enrollment experience
- Reduce onboarding friction so members can get started right away
- Deliver a smoother digital experience that elevates your value and sets your offering apart
- Strengthen long term member engagement with a more intuitive and supportive platform
We remain focused on providing advisors with the tools and resources needed to deepen relationships, expand plans, and support stronger outcomes for members.
If you would like to talk through what this means for your clients or offer feedback that can shape future improvements to the platform, you can book time with one of our dedicated Account Executives.