Projects

Sales Force Training and Marketing Materials. A global leader in financial protection and wealth management uses Confluent to create marketing and sales force training materials. Our services include research, project management, and content development. Materials produced consist of brochures, newsletters, issue briefs, Web site content, ghost-written articles, and seminar presentations.

Communications Campaigns on Benefit Changes and a Voluntary Separation Program. On several occasions, Confluent has been retained by a multinational manufacturing company to develop communications informing its employees of company initiatives necessitated by increasing global competition. These initiatives included reductions in retiree benefits (and the start of Medicare Part D), changes in a retirement plan formula, the introduction of a profit sharing plan, and the institution of a voluntary separation program.

Branding and Healthcare Consumer Awareness. Confluent was brought in to brand a large media company’s work/family programs and employee perks. We also worked with their human resources department to prepare open enrollment communications, including a consumer-awareness component on health issues.

Summary Plan Descriptions. Not afraid to roll up their sleeves and dig through complex pension plan documents, Confluent was called upon to draft over 20 pension plan SPDs for a major east coast energy corporation. These SPDs included both management and union plans, as well as defined benefit and cash balance arrangements.

College Course in Financial Education. Confluent worked with Division 1A of the NCAA to develop a college course—specifically for student athletes—on managing personal finances. The course included narrated multimedia presentations (with animations) and printed study materials. Most important, it required Confluent to make complicated topics approachable and to encourage student athletes to be pro-active.

E-learning/Webcast Scripts. Confluent was selected by the brokerage services arm of a major financial services organization to help create an e-learning series for its retirement income training program. The program was designed to help brokers/advisors adapt their practices as the “baby boom” generation moves from asset accumulation to distribution. Confluent developed video scripts in which two actors walk brokers/advisors through adapting their practices, using a new retirement income planning tool based on Monte Carlo simulations, and interpreting the results.

Retirement Planning Seminar. A mutual fund company/401(k) plan administrator desired greater participant asset retention at retirement, when 401(k) accounts are often rolled over to competitors. A full-day seminar, addressing finances and life styles at every stage of retirement, was developed for employees nearing retirement. Adult accelerated leaning techniques were employed to increase knowledge retention. The seminar included a fully scripted presentation with slides, a workbook, and various planning aids.