A personal touch
in a digital world

Cultivating growth with fintech

To help financial professionals deepen relationships with clients, Nationwide Annuity launched a partnership with eMoney Advisor. The partnership will provide comprehensive financial planning technology and personalized expertise.

Providing goals-based and cash flow-based analysis, plus financial projections, eMoney helps advisors grow client relationships. The digital marketing technology also helps advisors execute automated campaigns, manage social sharing, facilitate marketing analytics and regulate email scheduling to elevate the overall client experience.

This solution helps financial professionals enhance the profitability of their practices, analyze and identify opportunities for growth, and streamline compliance, affording them time to nurture their client relationships.

Simplifying complex conversations
through digital solutions

Helping financial professionals demonstrate the value of securities-backed lending solutions, Nationwide created a first-of-its-kind securities-backed lending cost-comparison calculator offering a streamlined, fully digital, end-to-end solution.

The new tool provides clients an easier way to evaluate their options for tapping into the value of their investment portfolio. Upon entering the necessary information, the calculator illustrates three possible scenarios: liquidating assets, opening a home equity line of credit and taking out a securities-backed line of credit.

Simplifies complex topics to meet client needs and provide additional value
Utilizes quick side-by-side comparisons help guide clients to smart solutions for cash
Breaks down client options based on efficiency and cost savings
Provides a free, client-friendly, printable and savable report to share

Exceptional service

Nationwide continues to enhance and improve the customer experience.

In 2022, Investopedia ranked Nationwide among the top life insurers in the country, Money.com named Nationwide best for customer satisfaction for long-term care, and Nationwide Life and Retirement Solutions achieved outstanding rankings for customer service excellence from DALBAR, a leading independent research firm in the financial industry. Being named best overall and best for customer satisfaction in the same year is an exceptional accomplishment, highlighting our commitment to serving our customers as their needs and preferences evolve.

Technology investment to advance the future of work

Doubling down on Nationwide’s goal to serve the deskless economy, Nationwide and Workstream’s partnership enhances product offerings built specifically for the deskless worker, helps expand into new industries and brings innovation to businesses and their employees.

In 2022, Nationwide made a venture capital investment in Workstream, developers of a recruiting platform and mobile app that automates the process of sourcing, screening and onboarding front-line workers.

This technology is key to streamlining both the recruiting and onboarding process and helps take the busywork out of hiring by automating the steps that consume the most time.

Digital enhancements to streamline experiences

We're committed to providing extraordinary experiences for our customers by investing in digital capabilities that offer a simpler and faster self-service experience.

The Nationwide Mobile app offers on-the-go extraordinary care, providing:

Convenient access to claims history and tracking (Pet).

Real-time updated identification cards after policy changes and renewals (Auto and Powersports).

Expanded ability to access property policy details, coverages, documents and endorsements and make changes to personal property endorsements.

An effortless payment process by enabling calendar reminders for when their auto, property or life insurance payment is due.

Applying for life insurance is easier than ever before!

Quickly complete an online life insurance application via our streamlined Intelligent Underwriting process, now with optional text reminders for our customers.

Financial professionals can keep the life insurance process moving for their clients by using our Life Pending Business Tracker — making it easier to track and service cases online with real-time status updates.

With these enhanced capabilities, our customers and partners can enjoy a simplified, streamlined process — how and when they prefer, online and on the Nationwide Mobile app.

“That (Life Pending Business Tracker) is one of my favorite ‘Nationwide is on your side’ tools right there. How does the Life Tracker speed things up? By simplifying it all!”
— JD Phillips, WealthWave (WFG)

Read more stories

New ways to grow
with our customers

Learn more

Extraordinary experiences
for our members

Learn more

Stronger communities,
brighter futures

Learn more

Financial decisions
that lead to growth

Learn more