Retire your manual forms and data collection. And let Pensure deliver customer insights both faster and better. Our system collects data from Pensionsinfo, BBR, Tinglysning and the CPR register. And with our investment guide, the customer gets to decide on their needs, risk appetite and wishes for the future.
Easy and digital. Both for you and for the customer.
Welcome new business and private customers with a self-service solution that identifies their situation, needs and wishes. This will ensure that your advice is relevant from the start and creates value on the customer's terms.
Always in line with IDD, so the quality is as good as the customer experience.
With Pensure's needs assessment, you ensure that both advisor and client are prepared for the difficult decisions before your meeting. Whether you just want to update master information or it's time for a thorough pension check, it takes just one click to send a tailored flow to the client.
Then you can spend your time on the advice that really adds value.
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Give the customer a digital §41 experience. Our flow shows the customer which pensions they can move and where they may need to be aware of insurance or special rights. It's all presented in a clear flow, one question at a time, which you have the opportunity to tailor.
It doesn't get any easier than this.
Say goodbye to cumbersome workflows and incorrect entries when your customer wants to move their pension to you. We've automated the transfer process, so both you and the customer avoid the wasted time and frustration of a rejected transfer request.
CUSTOMER JOURNEY EXAMPLE FOR
Robo-Advice is 100% white label and can be customized to your visual identity. Our API sends data securely to your systems. And you decide if you want us to handle the integration or if you want to do it yourself.
We're here to help if you want to book a demo or find out more about what Pensure can do for you.
