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Personalized Retirement Planning Management AI Solution

158 2025. 10. 13.
Personalized Retirement Planning Management AI Solution

Summary

This AI-powered, data-driven platform delivers hyper-personalized retirement planning and pension management solutions.

It combines financial and non-financial data to simulate savings and offers continuous customized coaching. The AI proactively reaches out to provide personalized guidance, instead of waiting for users to seek help, which is a method that has been used traditionally.

 

This technology owner is actively seeking partnerships with B2B2C companies or agencies to operate the platform on its behalf.

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Advantages and Innovations

This innovative platform provides a data-driven and AI-powered solution for personalized retirement planning and pension management. It combines an individual’s non-financial data (including lifestyle, health, and career information), with financial data to simulate how much retirement savings can be accumulated. 

The AI coach provides tailored advice, suggesting several ways to improve the status. It delivers hyper-personalized news and information through messages, allowing users to receive continuous guidance and management. 

 

Key features of the technology include:

  • Hyper-Personalized Solutions: Driven by AI, proposes customized methods considering user’s age, salary, spending habits, and investment tendencies.
  • AI-Based Analysis and Simulation: Estimated by AI about future cash flow and returns.
  • Objective Comparison Function: Helps users make rational choices with data of financial products.
  • Continuous Digital Coaching: through a messenger service, gives personalized advice.

 

This platform is a next-generation solution that empowers individuals to plan, monitor, and optimize their retirement journey with reasonable coaching.

Stage of Development

TRL 9 - Ready-to-Market

Description

This Planning management AI solution has a wide range of potential applications, including but not limited to:

  • Financial Services
  • Corporate & HR
  • Education & Consulting 

The entire algorithms and process used by this platform have been filed for patents in Korea and internationally, with the founder listed as the investor.

 

  • Instead of waiting for users to seek help, the AI proactively reaches out to provide personalized guidance.
  • Moving away from one-size-fits-all retirement plans to hyper-personalized solutions.
  • AI system provides an optimal solution for both employers and employees.

Technology Keywords

1.2.10 Databases, Database Management, Data Mining
1.2.13 Information Technology/Informatics
1.3.14 Analysis Risk Management

Market Application Keywords

1.4 Data Communications
2.6.4 Data processing, analysis and input services
2.7.2 Database and file management

Sector Group

FinTech

Type and Size of Client

Industry SME <= 10

Type and Role of Partner Sought

The technology owner is interested in not only agencies who can operate the platform on their behalf with full responsibility or remaining responsible for the company, but also B2B2C and B2B companies

  • Bank: A company that provides retirement pension management to their clients
  • Insurance: A company that provides retirement pension management to their clients
  • B2B/B2B2C Format: A company that provides a retirement pension management solution as an employee benefit

Type of Partnership Considered

Commercial Agency Agreement
Franchise Agency Agreement
License Agreement
Outsourcing Agreement

Company

Glide (한국퇴직연금데이터)

Internal Reference

BO20250012

Category

BO

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