Many pension funds, and life and pension insurers use an online portal to enable their customers to view their personal pension status and notify the pension administrator of any changes to their situation. Offering an online portal is a great service, but how do you make sure your customers actually use it or better still, use it regularly?
Although most people have a pension, their engagement with it can be best described as limited. Most people with a pension do not really have a good understanding of the impact of the pension decisions they make today on their lives in the future; nor a clear idea of how to optimise their disposable income now, while ensuring they do not come up short in the future.
The online service you provide must be a reliable source of information and advice, and support customers during their key moments in their life when big financial or life changes come along, as these are exactly the moments when it is important for people to consider the impact of those changes on their pension.
White paper: Digital Customer Journey
In this white paper, we outline how you could guide your customer’s digital journey in a way that will encourage them to take an active interest in their pension.
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A customer’s digital journey is driven by the customer. Support your customer by guiding and optimising their digital journey with a superior customer experience.
Keylane’s digital platforms offer a 360-degree customer view supported by customised data analytics and open architecture to give you better insight in your customer’s life.
Pension portals play a vital role at relevant moments in a customer’s life enabling them to access their information anywhere, any time, on any device.
Our end-to-end integrated platforms offer omni-channel self-service that is available to your customers 24 hours a day, seven days a week.