A purpose built superannuation solution for improving super fund engagement.
Unlike other solutions that treat super responsibilities as a plug-in. Vistec is specifically built to meet the needs of Super funds and their default employer clients.
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Corporate Super Admin Platform
A solution to systemise the administration of corporate super with integrated interfaces for the fund, its corporate clients and their employees. Generate real time data on density while replacing manual and paper driven processes with genuine digital driven value for corporate clients.
Corporate Super CRM
Microsoft Dynamics 365
Automated flows to systemise:
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Administration & Processes
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Documentation generation and distribution
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Reporting
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Product or Policy Change Distribution
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Employer Engagement Insights
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Tender Management
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Case Management
Data Integration
Azure Data Factory
API or SFTP
Internal Reporting
Microsoft Power BI
Registry
System
Extensive integration options allow portability of insights and data to other channels within the business. Plug into existing internal systems to leverage assets from marketing to compliance, transform and complement other internal or external data aggregation systems.
To visualise or collect data for the Corporate Super CRM, integrated and user-friendly portal interfaces cater to different user requirements. The user portals enable the underlying platform to deliver on targeted use cases and maxamise how the CRM can be leveraged to achieve outcomes.
Fund Interfaces
Microsoft Dynamics 365 creates a CRM base to store all employer, product, policy, benefit and servicing related data points. Hundreds of complex business process flows integrated into Dynamics trigger data transformation and allow for automation of processes, documentation and servicing that funds normally run on Excel Spreadsheets. Fund Stakeholder Portals are for use by internal product, BDM and Account Management teams to manage the backend or client servicing requirements.
Fund Stakeholder Portal
Microsoft Power Pages
Client Servicing
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Policy Committee
Documentation -
Client Service Planning
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Education Distribution
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Plan Engagement Insights
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Case Management
Employer Portal
Microsoft Power Pages
Employer Admin
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Reporting
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Employee Requests
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Employee Management
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Data Integration
Employer & Employee Interfaces
Employer and Employee Portals are the client facing, user friendly interfaces used to create value with clients & visualise or submit data back to Corporate Super CRM to drive reporting. This integration allows for an effective on ramp for insights for the fund to leverage in improving engagement. The portals are designed to solve pain points for clients by systemising HR workflows and improving engagement outcomes for employees.
Employee Portal
Microsoft Power Pages
Employee Processes
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Onboarding
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Benefit Management
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Benefit Transitions
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Payroll / Benefits Admin
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Wellbeing
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Case Management
Provide data or employee requests downstream. Integrate with employers existing solutions to complete their existing ecosystem.
Employer Payroll
Provider
Employer
HRIS
Employer
M365
Compliant super fund deployment
Within the Corporate Super Admin Platform, funds can turn functionality and modules on or off within the Employer facing portals. In order to assist superfunds in complying with legislation and regulations, by default we separate modules out as listed below. As each fund receives their own deployment, we do allow funds to decide what will be offered to employers under Vistec Core driven by the internal legal, risk and compliance teams.
Vistec Core
Available for license and paid for by the superfund, super only core to keep within 68A and inducement regulation. The only modules available are functionality to assist with the payment & supporting administration of superannuation contributions.
Vistec +
Vistec + upgrade available to employers only if they want to extend or acquire additional features of the Vistec platform. Vistec account managers will assist with onboarding the employer and arrange the Vistec + license directly.
Vistec Core
Availiable for license by super funds to use with their corporate clients
The below configuration is the default combination of modules for funds, depending on the funds risk profile and perspective of compliance, these modules can customised or rearranged as required.
Transitions
Notification of
New Default Fund
Capture Employee Nominations
Nomination Reporting Dashboards
Onboarding
Choice of fund
Overview of company plan.
Nomination Reporting
Benefit
Management
Salary Sacrifice
Financial Literacy (Super)
Company Plan Overview
+ more
Vistec +
Upgrades available to employers directly to keep super fund deployment compliant under section 68A.
Within the Vistec solution, the employer has the option to upgrade the following modules to include non-super related functionality. This separation of licensing ensures superfunds comply with 68A, Anti-hawking, conflicted renumeration, YFYS and advice related compliance.
Transitions
Benefit Change Management
Group Risk Transitions
Benefit ROI & Awareness
Onboarding
Full Payroll Onboarding
Benefit Onboarding
Uniform Ordering
Benefit
Management
Wellbeing Module
Review All Company Benefits
Learning Management Solution
+ more
We have your managed client book covered.
To comply with MBFI requirements, we have multiple license options for different size employers. Your large or jumbo managed employers can benefit from full tailoring on the enterprise offering and smaller plan sizes can leverage the scalable servicing on Everyday. This means you can build engagement and retain density with your corporates while providing value beyond just price and performance.
Vistec Enterprise
Dynamic User Journeys
Employer Tailored & Branded
Vistec + Modules
Product & Plan Customisation
Dynamic Insurance Categories
100+ Employees
Vistec Everyday
MySuper Product
Scaled Offering
Fund Level Tailoring
Single Employee Journey
20 - 100 Employees
Want to understand how your super fund could leverage Vistec to create outcomes?
Vistec is deployed individually and can be configured to meet your objectives for your customers. To understand how the solution could be tailored to your needs or please schedule a product demo with one of our product consultants here:
