Digital needs assessment

Discover new and existing customers' wants and needs with a single click.
And turn the first meeting into a decision meeting.

Take your assessment of needs to the next level

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.

Get off to a good start with new customers

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.

Make the first meeting a decision-making meeting

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.

Tailored integration with security in mind

All our solutions are 100% white label and can be adapted to your visual identity. Our API sends data securely to your systems. And you decide if you want us to do 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.

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