Pension communications

Being in control of your customer communication strategy

Pension communications; A major challenge

Pension funds and pension insurers are facing a major challenge in their communications with their members and policyholders: pension schemes have had a negative press in recent times, social legislation is subject to continuous changes, and people’s awareness of their pension situation is waning. Only those members who are nearing retirement take an active interest in the often complex information relating to their pension. The mandatory introductory letter with set content requirements, and the Uniform Pension Summary were devised to make the information more convenient to consult, better readable, and improve understandability.

How does ITP/Customer Correspondence Management work?

ITP/Customer Correspondence Management gathers all output of existing applications. A link to the CRM system ensures that a customer’s communication profile is used in the best way possible.

Based on this profile and the communication regulations laid down by the business, ITP/CCM will analyze, manage, (re)combine and possibly improve and distribute all of the company’s output. This enables the use of modern communication channels, such as email or portals, from legacy applications, without these requiring any adjustments. Recording all available information in one customer profile, and linking it to the different output systems, guarantees that all output meets customers’ wishes.

Read the English translation of our brochure "Pension communications through ITP/Customer Correspondence Management" »