One top tier pension provider had to offer the right online support following changes to post-retirement options, so came to us for help. It needed a way to help customers make the right decision for their future income, via self-service and advice. Regulatory demands made the timescales very tight.
Our client wanted an automated advice process that included the explanation and calculation of risk and reward for each investment. As well as needing technical help, they were under tight time pressure and wanted to use a robust forecasting solution that was immediately accessible.
When we worked with this organisation, it had a competitive challenge to provide financial wellbeing and modelling for retirement for employers. The existing modeller was out of date and needed replacing. Our client wanted a best-of-breed solution that could be maintained outside of the company.