360° Rentenplanung

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.

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).