FOR PRINCIPAL FINANCIAL GROUP — FREE 1:1 SESSION — LIMITED SPOTS

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Principal Financial is in the middle of a significant digital push — let's map the agents worth building before you commit.

With Beam Benefits joining the portfolio and digital services expanding across retirement, benefits, and custody channels, your experimentation capability needs to move as fast as your roadmap. Sixty minutes to score your program and scope the agents worth building first.

Book your AI fitness session

50+ programs benchmarked - Free - No pitch

A plan, not a pep talk.A plan, not a pep talk.

This 60-minute session is built around Principal Financial's specific experimentation reality — participant enrollment, digital servicing, and advisor channel engagement — not a generic AI playbook. We use the same diagnostic process we've run with the largest experimentation programs in financial services.

Your financial services maturity score

We score Principal Financial's program across five dimensions — AI awareness, executive buy-in, tool adoption, process integration, and agent deployment readiness. You see exactly where you sit against the top financial services experimentation teams, with a gap analysis showing what it takes to move to the next stage.

Mapping your highest-impact flows

We dig into Principal Financial's actual digital journeys — participant enrollment and onboarding, policyholder self-service, and advisor portal engagement. Where does time go? Where are manual steps blocking test velocity? We map every stage and find where AI delivers a measurable difference specific to how your team works.

Your three highest-value agents, scoped

Every opportunity is scored by impact and effort. For Principal Financial, that means ranking agents across enrollment conversion, digital servicing deflection, and advisor channel activation — so you leave with the three that move the needle fastest, each with a breakdown covering what it does, what it replaces, and the time it saves.

Your personalized build plan

Once you know what to build, we tell you how to build it. Your plan is designed to fit Principal Financial's team and existing stack — no new headcount required — plus priority access to Opal University to start building with expert guidance and community support.

Your session host

You're in good hands

I'm Darcey Lachtman, and I'll be leading your AI fitness workshop.

I've spent a decade in experimentation—starting at Optimizely in 2016, then refining my skills at LaunchDarkly and Eppo, before returning to Optimizely as Solution Strategy Director. I'm Optimizely's expert on agentic experimentation, and I'll show you exactly where AI agents fit into your program.

Wherever you're starting, there's a seat here for you.

What I care about: Making this genuinely useful, not impressive. You should walk away knowing exactly where AI fits your program, and confident enough to start building.

Used by the biggest experimentation programs in the world.

Salesforce

ebay

Alaska Airlines

American Express

Dolby

Fjällräven

New Era

We mapped our standard experimentation workflow, identified where Optimizely's AI agents plug into current gaps, and scoped out what we could build custom. The sky's the limit.

Brandon Brackett

Head of Growth Experimentation, Salesforce

We went through our entire experimentation process end to end, mapped where AI agents could fit in, and came out with a clear picture of what to build next.

Shaun Dolan

Group Optimisation Manager, Kingfisher plc

Workshop bonus

Track your real fitness too.

We're tracking the AI fitness of your experimentation program. But you may as well track your personal fitness too. You'll get a free Apple Watch SE 3—shipped to you after your session.

USA

You'll receive an Apple Watch SE 3 GPS 44mm, shipped directly to you.

Europe or the U.K.

You'll receive an Apple gift card for the equivalent value—same idea, your choice of model.

One per workshop

One Apple Watch per workshop.


* This offer is exclusive to the original invited recipient. If this page was forwarded to you by someone else, the gift does not automatically apply—please get in touch to check whether your account is eligible before booking.

Is this for you?

If you're the one at Principal Financial who owns the AI experimentation question — this is for you. If your program is still getting off the ground, build the foundation first.

This is for you if...

You're the Head, VP, or Director of Experimentation at Principal Financial who gets asked "What's our AI experimentation roadmap?"

You're running experiments across enrollment, digital servicing, or advisor channels but haven't built AI in structurally

You need to show Principal Financial's leadership a clear ROI case for agents, not another pilot

You're ready to walk away with a specific build list, not a framework deck

Not quite yet if ...

You're still getting your experimentation program off the ground—get the basics bedded in first

You're looking for a general AI overview — this session is applied and specific to financial services journeys

You can't commit 60 focused minutes — this only works if you're fully in it

Free. Private. No pitch.Free. Private. No pitch.

Fill in your details and we'll reach out to confirm a time that works for you.
✓ Completely free—no credit card needed
✓ Specific to Principal Financial's program, not a generic overview
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop

Book your session

A lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedSee what Principal Financial'sprogram can do now

A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.