Discover customers' needs, generate additional sales and streamline processes with Pensure's digital solutions.
Determine the client's wishes, situation and willingness to take risks with Zeus and prepare your advisors and clients well before the advisory meeting. Integrated with Pensionsinfo, BBR, Tinglysning and the CPR register.
Onboard and uncover the needs of new customers in line with IDD.
Provide the advisor with insight into the client's advisory needs and additional sales potential.
Get an overview of the client's needs before, during and after an advisory meeting.
Give customers a digital §41 process, minimizing manual processes and rejected transfer requests.
Teddy Holst
Pension Director at Honestus
