Thank you to everyone who joined our break-out session at the Pensioen Pro annual conference on 18 June, themed: Countdown to the future. In partnership with Deloitte, we hosted an insightful session on "Improved customer experience in the pension industry: the role of data-driven participant interaction." We are proud to share that our break-out was a great success with more than 90 attendees! During our break-out, we highlighted the extensive administrative and interaction-based participant data we have available. While being mindful of GDPR and legislative compliance, we recognise the potential for our customers to leverage this information to optimise processes for operational excellence and enhance their customer experience. Our partner Deloitte showcased an AI-driven chatbot that reduces the load on the contact centres of pension funds following the WTP transition (the new Dutch pension system), exemplifying the practical applications of AI in the life and pension industry. Your participation and insights were invaluable. We look forward to continuing these important conversations and driving innovation and technology transformation in the life and pension industry. #customerexperience #datadriven #AI #technologytransformation
Keylane’s Post
More Relevant Posts
-
⭐ Attention Students! ⭐ Did you know you can attend our local networking events for just $15? This is a great opportunity to: 1) Meet established professionals in the accounting and finance industry 2) Network with highly sought-after recruiters 3) Learn about current topics relevant to the profession you're studying for 4) Learn about a credential to help set you apart from your peers Come check out our upcoming CPE dinner to see these benefits for yourself! #Students #Studentdiscount #Scholarship #Accounting #Finance #IMA #CMA #Business
Double the Learning, Double the CPE Credits! Earn 2 CPE credits at our September 17th event! Learn from two expert-led presentations: AI-Powered Finance with Shawn Duffy, Practice Lead at Baleen Data, Geffen Mesher. Aligning Workplace Benefits with @Nick Kralj, Vice President of Retirement Plan Services, HUB International. 📅 Date: Tuesday, September 17th, 5-8pm 🔗 Register now: https://lnkd.in/eW4j2aEU #CPE #Finance #HR #IMA #AI #WorkplaceBenefits #Networking
To view or add a comment, sign in
-
"Front-end dashboard rules must support consumers’ requests for post-launch change" says Dashboard Operators Coalition A key thing we know, from decades of pensions dashboards operational experience in continental Europe, is that, once launched, dashboards will definitely need to change. Continental experience 🌏 In the summer of 2023, acting Chair of the new Dashboard Operators Coalition (DOC), Richard Smith, went on a research tour visiting the five country teams who have been operating dashboards for well over a decade. Richard said: “All the dashboard teams I met (in Brussels, Copenhagen, Oslo, Stockholm, and The Hague), told me it’s only once dashboards are live and being used at scale that feedback really flows in from different types of users about the numerous changes they want to see to how dashboards work.” All five of the dashboards in Belgium, Denmark, Norway, Sweden and The Netherlands have developed and changed enormously since they were originally launched. Changes are based on extensive user feedback so that the dashboards better meet users’ needs continually over time. Read the full announcement ➡️ https://lnkd.in/eP8_HW8C Set up by Independent Dashboards Consultant Richard Smith, the Dashboard Operators Coalition (DOC) is made up of us, Just Group plc, Legal & General & Standard Life UK. We will collaborate with each other, with government, and with regulators, to support the launch of highly effective dashboards to consumers as early as possible. #PensionsDashboards
Front-end dashboard rules must support consumers’ requests for post-launch change, says Dashboard Operators Coalition — Moneyhub
moneyhub.com
To view or add a comment, sign in
-
In an era where technology is reshaping every aspect of our lives, the pension industry is undergoing a revolutionary transformation. Our latest insights explore how cutting-edge technologies like AI and advanced data integration are not just streamlining operations but are also significantly enhancing the experiences of customers and employees alike. The UK pension market faces unique challenges, particularly when it comes to overcoming the limitations of legacy systems and the urgent need for modernization. Our analysis highlights the advantages of incremental tech upgrades over the traditional 'big bang' approach, demonstrating how these strategies can mitigate risks and lead to more effective outcomes. Dive into our article to understand the current landscape of the pension industry, the impact of regulatory changes, and how technology is playing a crucial role in creating a more efficient, customer-focused future: https://lnkd.in/dVBjSrUE #Lumera #pension #management #innovation #customer #employee #experience #ai #data #integration #future #lifeandpensions #uk
To view or add a comment, sign in
-
AI in financial planning will never replace the value of people, specifically human empathy and connection. However, it will drive efficiency, allowing advisors to deliver advanced planning solutions more quickly and serve a larger client base. The advisors that succeed in the future will use this tech to support the way they engage with the next generation of clients. Concurrent is already using AI to provide on-demand planning support for corporate retirement plan participants. AI can: ☑️Answer questions about benefit elections and withholdings ☑️Guide micro-planning journeys ☑️Assist with building emergency savings ☑️Shop for supplemental insurance ☑️Read and interpret complex estate planning documents and tax returns AI is great for basic information, and financial advisors can step in to assist with more complex situations. We’re also working on linking it to our custodians’ and vendors’ training platforms to give advisors access to even more info. It ultimately allows advisors to take in more information at a faster rate and gives them back their most valuable resource—time.
To view or add a comment, sign in
-
Our previous discussions have highlighted the increased risks stemming from inadequate data in pension scheme de-risking exercises. Now, let's talk about mitigation strategies... To address data risks effectively, it's essential to have a comprehensive understanding of your data from all angles. This entails identifying and rectifying errors swiftly to minimize disruption to beneficiaries' benefits. Intellica offers Constellation, an award-winning data management software platform that provides end-to-end solutions for your pension scheme data needs. From assessing data quality to cleansing, transforming, and reconciling data, Constellation not only helps mitigate data risks associated with de-risking exercises but also enhances operational efficiencies for your administration team. If you're interested in learning more about our software's capabilities or seeing a demonstration, please don't hesitate to reach out to us! #DeriskingInverseConsequences #EfficientDataManagement
To view or add a comment, sign in
-
Our Fiduciary Focus Toolkit and Decision Optimizer now has the capability to integrate with your existing tools, saving time using automation when saving reports and distributing them to clients. My colleague Travis will be showcasing this new feature on a live webinar on April 9 at 2:00 PM ET. Register now to see how you can increase the efficiency of your prudent process. http://spklr.io/6048Wh0y Broadridge #AssetManagementInsights #WealthManagement
Save time and integrate your tools with Broadridge Retirement and Workplace
event.on24.com
To view or add a comment, sign in
-
ADP can help!
SECURE 2.0 is here: Rip and replace legacy technology systems, or modernize them? | BenefitsPRO
benefitspro.com
To view or add a comment, sign in
-
Summer is here, so let's refocus! The latest edition of CBIZ BIZGrowth Strategies is packed with advice on reducing workers' comp expenses, maximizing tax incentives, optimizing pension plans, integrating AI into HR, and more. Check out how you can master the basics below. #BusinessGrowth #BusinessGrowthStrategy #BusinessBasics
To view or add a comment, sign in
-
Summer is here, so let's refocus! The latest edition of CBIZ BIZGrowth Strategies is packed with advice on reducing workers' comp expenses, maximizing tax incentives, optimizing pension plans, integrating AI into HR, and more. Check out how you can master the basics below. #BusinessGrowth #BusinessGrowthStrategy #BusinessBasics
To view or add a comment, sign in
-
Summer is here, so let's refocus! The latest edition of CBIZ BIZGrowth Strategies is packed with advice on reducing workers' comp expenses, maximizing tax incentives, optimizing pension plans, integrating AI into HR, and more. Check out how you can master the basics below. #BusinessGrowth #BusinessGrowthStrategy #BusinessBasics
To view or add a comment, sign in
33,137 followers
Leadership, CRM/CEM, Outsourcing, IT Development, Digital Transformation, IT Security
3moProud of how Keylane is being used as key speaker at Pensioen Pro, showcasing our skilled colleagues, this time Wido