Improved premium legislation in the Netherlands now makes it possible to continue investing during your retirement, using part of your pension pot (variable pension). To be able to offer this as an insurer, products had to be adapted and participating customers had to be supported and given the necessary insight to help them make the right choices. We were asked to pilot the implementation of a new pension product and guide the development of customer journeys.
We set up a project team to map out the customer journeys. By working with all relevant disciplines (marketing, insurance technology, legal, UX design, communication) using Agile methodology, we were able to move quickly, including with the IT teams that were involved. Using a client panel we tested the customer journey, which we were then able to optimise on the basis of the obtained insights.
A distinctive pension product, which is a good fit with what the market wants, was duly implemented. The customer journey now corresponds with the personal situation of participating customers and gives them excellent support when making and communicating their decisions.
Want to know more about our projects? Contact us!
WHAT CLIENTS SAY
Set up and implementation of a Customer Due Diligence policy
“Making a good start was half the battle”
The challenge facing KAS BANK was to implement a Customer Due Diligence policy and rationalise customer files in a limited timeframe.
In collaboration with ITDS, project manager Marc Brouwer took on the challenge.
A social strategy and implementation for OHRA
“As soon as we were satisfied, they’d raise the bar”
In the space of just a few years the role of Social Media at OHRA has grown from “a nice little extra” to a fully fledged business channel.
Iris Wezenberg – previously Social Media Manager and now Online Service Manager with this Dutch insurer – explains how it all came about.
An international IT strategy and organisational change
“You have to get people onside because not everyone likes change”
In just over 40 years Brunel has evolved from a Delft-based brokerage company into an international service provider employing more than 11,000 people in 37 countries. In many of these countries Brunel used local IT systems, each with its own definitions. To make it all future-proof, all these systems had to be replaced by a single system based on the same standard.
Stefan de Boer, Manager Global IT, tells about the collaboration with ITDS.
RELATED casesShow all cases
RELATED SERVICESShow all services
One thing is certain: the industry has been turned upside down. Technological innovation is moving incredibly fast. Everyone is concerned with data-science and robotification. Digital channels require a new connection with your client. And talking of clients: they require more transparency. On top of this, everything needs to be done Agile. How do you translate these changes into workable solutions? Trust in the knowledge and strength of our experts. We keep up to date with these changes and transform them into concrete strategies so that you know exactly where to go.read more
The world in which we live has been digital for a while. We think being able to order and organise everything online the most normal thing in the world. That it's normal to know who is doing what, where and with whom. That we can always check on the progress of what we have ordered or make a payment. But it is still a challenge for many banks, insurers and pension funds to connect with this new world, let alone to make progress in it. Our specialists know exactly what is at stake, both in the Netherlands and the world and they will gladly help you to improve your chances of connecting in this digital world.read more
Social strategy and implementations
As the sole Social Media specialist in the financial services sector, ITDS connects opportunities to measurable results so that in addition to Friends and Likes, Social Media delivers satisfied customers. It all starts with a smart strategy. And this doesn’t have to take weeks to develop either. We can help you define your objective – and show you how you can achieve it. Thanks to our intrinsic knowledge of the market, our advice is always concrete. And, of course, we’ll be only too happy to help with implementation too.read more