Business case

360° Rentenplanung

Released 18 November 2020
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For the first time, 360° pension planning can be used to calculate the expected state, occupational and private pension entitlements (3 pillars) of your customers in the form of monthly pension payments.

Vendor

Contacts

Photo of Christine Grandits
Christine Grandits
riskine
Marketing Manager
Austria

The issue

The customer wanted pension advice that encompasses all three pillars, comprehensively analyzes and calculates the customer's situation and creates more customer interaction. In the first step of the consultation, the customer starts online in the self-service solution. This is followed by contact with the advisor.

Solution and Impact

Our 360° pension planner shows the customer a potential pension gap in the household budget at an early stage by calculating all three pillars (state, company and private pension provision). One use case is the self-service route for an Austrian customer on their website. The end customer fills in their data on the website and receives a comprehensive analysis. It is then possible to contact advisors. The advisors receive all the data in a well-structured format.

Thanks to 360° pension planning, more consultations are held on the extremely important topic of old-age provision. Customers receive a comprehensive overview of their financial situation (also online).

Related solutions

riskine develops digital advisory solutions for the financial industry based on the latest AI and graph-based technologies. The multi-channel solutions are applicable for self-service (portal, website, apps, ...) as well as for personal and remote advice.

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Responsible for this content

riskine
Austria

Imprint

https://www.riskine.com/de/impressum

  • Germany
  • Austria
  • Switzerland

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