Case Study: Mutual of America Financial Group stays connected with customers through VShift’s LiveBase sales enablement system

Mutual of America Financial Group stays close from afar with VShift's LiveBase across 80 years of service

Mutual of America Financial Group, a retirement services provider known for its high-touch, in-person customer service, faced a significant challenge when the COVID-19 pandemic lockdowns prevented face-to-face meetings. The company needed a way to maintain its personal connection with clients remotely. To address this, they partnered with vendor VShift to develop a digital solution.

VShift created a bespoke sales enablement system called LiveBase for Mutual of America. This dynamic platform provided the sales team with the right digital materials for virtual meetings and guided them on effective usage. The solution was integrated with the company's CRM, ensuring a unified customer view and empowering the entire sales team to work smarter. VShift's LiveBase gave the provider the tools to deliver personal attention at scale, staying close to clients even from afar.

Mutual of America Financial Group