vWise Launches FIRST PITCH: A Custom Video Tool to Help 401(k) Advisors and Recordkeepers Increase Brand Awareness and Drive Plan Growth

Enables custom video introductions at the Plan level.

ALISO VIEJO, Calif., Sept. 25, 2025 /PRNewswire/ -- vWise today announced the launch of FIRST PITCH, a new customizable video feature for its AI-driven Digital Experience Platform (DXP) that helps 401(k) advisors and recordkeepers deepen participant engagement, reinforce their brand, and drive plan growth.

"With FIRST PITCH, retirement professionals can record a 10–15 second personalized video — featuring themselves, their teams or firm representatives — to introduce any participant experience or CTA," said David Ferrigno, CEO at vWise. "This helps advisors and recordkeepers deliver white-glove service at scale, while keeping the participant experience human, approachable and consistent."

Personalized service remains a key differentiator in the highly competitive defined contribution space. Yet many advisors and recordkeepers face challenges with outdated technology and limited scalability. FIRST PITCH addresses these issues head-on by enabling advisors to deliver a high-touch, personal experience — through short, branded video introductions — across all participant journeys and stand-alone calls-to-action (CTAs).

Key Benefits of FIRST PITCH custom intro videos:

• Strengthens advisor or provider brand identity across all plans and participant segments
• Accelerates plan growth by creating consistent, professional first impressions
• Increases participant engagement with content that is personal and relevant
• Delivers tailored plan-level messaging at scale, without added time or travel
• Set-up in seconds -- Enables timely, market-relevant messaging with minimal effort
• Supports ERISA and FINRA compliance for advisor-led communications

Each video is quick to create and seamlessly integrated into vWise's automated DXP. The vWise team partners with clients to ensure their message aligns with their business goals and resonates with plan sponsors and participants alike.

In an industry where participant engagement directly impacts outcomes — and where advisors and HR départments are increasingly expected to do more with less — FIRST PITCH offers a modern, scalable way for recordkeepers and advisors to keep the human touch alive.

"This tool allows retirement plan advisors and providers to quickly create and evolve messaging that connects across all their plans," said Ferrigno. "It helps them build stronger participant relationships, demonstrate value to sponsors, and win new business — all without leaving their desk."

The launch of FIRST PITCH reflects vWise's ongoing commitment to innovation in the defined contribution space. vWise continues to deliver the tools advisors and recordkeepers need to stay competitive, efficient and build their business.

About vWise
vWise empowers financial services organizations to increase adoption of complex financial products by retirement plan participants. The vWise Digital Experience Platform (DXP) enables advisors, recordkeepers and asset managers to create compelling, personalized participant engagement experiences at scale and drive better retirement outcomes by giving plan participants the confidence to say "yes" to everything from workplace retirement plans, IRA's health plans, insurance and wealth products financial services. For more information, contact [email protected] or visit vWise at www.vWise.com. Connect to yes!

Media Contact:
David Ferrigno
949-716-1274
[email protected]

SOURCE vWise, Inc.