82%
82% of customers with identified gaps took action via targeted CTAs
The challenge
How to create meaningful digital interactions around the complex topic of pension fund risk and retirement benefits – for both new and existing customers.
The solution
The vlot self-service campaign tool is used across several pension analyses to encourage autonomous decision-making through targeted pull effects and to activate the need for personal advice.
The results
«With vlot, we were able to transform a complex topic like pension advice into a seamless digital experience. The self-service campaigns helped us promote knowledge and self-determined action in the field of retirement planning. The fact that over 80% of users with identified gaps took an action speaks for itself.»
Mario Schneider / Department Head Product Owner Management
More case studies
«vlot has completely changed the way we work with clients. What used to take hours can now be done in minutes — with far more precision. The platform helps us identify real gaps in coverage and retirement planning, making every conversation relevant and value-adding. It's not just a digital tool»Go to case
«For the first time, vlot's pension dashboard enables insured persons to generate a clear and comprehensive overview of all pension pillars for themselves and their entire family – including recommendations for action! This is an important step toward empowering insured persons.»Go to case
«vlot enables us to seamlessly integrate an essential analysis of our clients' financial and pension situation into our advisory process. This allows us to fulfill our responsibility to deliver the best possible support for their financial wellbeing and protection, particularly in the context of our tax advisory services.»Go to case
«vlot supported the implementation of a state-of-the-art digital omnichannel solution, enabling customers to engage through the most suitable channels while enhancing the efficiency of the advisory experience through advanced digital capabilities. Moreover, they are a highly professional and enjoyable team to collaborate with.»Go to case
«vlot enabled us to put financial wellbeing directly into the hands of our members. The intuitive self-service tools not only increased engagement but also gave us valuable, structured insights to better support our clients. It’s a key step in our digital transformation journey—smart, scalable, and fully aligned with our mission as a pension provider.»Go to case