Data Exchange
Viserly is a participant data exchange—aggregating data from multiple systems and giving users the ability to export it into their CRM or advisor tech stack.
ParticipantOS & Data Exchange
Viserly (pronounced V-eye-ser-ly) is a centralized system that ingests participant data, automates engagement, exports to advisor tech stacks, and manages the participant lifecycle autonomously.
About Us
Engage Every Participant. Exchange Data Anywhere.
Viserly (pronounced V-eye-ser-ly) is the ParticipantOS—an autonomous platform that unifies engagement, data intelligence, and system interoperability for participant-centric benefits. With direct integration into over 200 payroll systems and powered by intelligent automation, Viserly enables advisors to deliver personalized guidance at scale—building meaningful, trust-driven relationships with participants that drive measurable outcomes.
Designed as a secure participant data exchange, the platform aggregates and normalizes data across disparate sources, making it exportable to CRMs, marketing tools, and advisor tech stacks. Backed by enterprise-grade security and high-availability infrastructure, Viserly transforms engagement from a manual task into a scalable, connected, and intelligent experience.
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Automated Triggers
Send personalized, timely messages to plan participants based on key triggers—fully automated and delivered through your email server.
Personalized Engagement
Want to automatically welcome a new hire or newly eligible participant? Interested in instantly connecting with a terminated participant? We can do it for you!
Seamless Integration with Office 365
Viserly is fully integrated with Office 365, enhancing your experience by leveraging the robust capabilities of your existing Office 365 suite. This integration allows Viserly to seamlessly send emails directly from your organization’s Office 365 server, ensuring that all communications are secure, reliable, and align with your existing IT infrastructure.
Optimized Integration with Google
Viserly is fully integrated with Google Workspace, tapping into the powerful features of your existing Google ecosystem. This integration allows Viserly to seamlessly send emails directly through your Google Workspace account, ensuring that all communications are not only secure but also perfectly integrated with your existing tools and workflows.
See it live!
Experience It Firsthand: Schedule Your Demo Today!
Schedule a brief demo to initiate the conversation and witness it in action!
The Competitive Advantage
No longer rely on others for participant data
Financial Advisors
Benefits Brokers
200+ payroll integration connections
System Features
Data Exchange
Access participant data with stunning clarity—from a global book of business to individual census—and export it into your CRM or tech stack.
Data Integration
Viserly integrates with over 200 payroll providers, delivering data to power personalized, trigger-based engagement.
Smart Automation
No more manually handling participant data, searching for contact information, or manually engaging participants.
Drag And Drop
Not tech-savvy? No worries! The system is built for smooth navigation and customization, so you can showcase your brand.
Seamless, Secure, and Flexible Participant Engagement
On the Go
Access the system anytime, anywhere—and let it work for you, even on vacation, with pre-scheduled messages and automations.
Trusted and Reliable
The system secures data with encryption, multi-factor authentication, and AI-driven threat detection.
Cloud Storage
The cloud storage ensures secure, real-time access to data from anywhere, enabling seamless collaboration and effortless scalability.