With 30 years’ IT-solution experience, we understand what a management software is supposed to be; the pension fund administration industry is experiencing a shake-up due to new legislation and disruptive technologies. Both these emerging developments have given management their challenges. Now, more than ever, we know that you and your customers need resources that can help achieve value-our Smart Module Solutions funds have been built to this ambition

Smart Offer Module Solutions
The smart offer allows salespeople to save time in time-consuming administrative activities and can focus on value for Client and companies
Smart HR Module Solutions
Smart HR can support your HR and your customer HR Dept reduce their paperwork and focus on their primary task
Smart Direct Access
Since beneficiaries demand immediate input – no time to wait for a response – Smart Direct Access applications are quickest – no need to wait

 Smart Offer Module Solutions

Sales talent leaves your business due to the stress of paperwork . It’s time for your company to reduce your sale administrative tasks

The smart offer allows salespeople to save time in time-consuming administrative activities and can focus on what matters most: value for people and companies. 

Another reason to invest in sales technology is that employees have started to ask their organization for modern tools. This means that companies that use conservative or outdated sales techniques risk losing sales, and even seeing their best sales talents leave them because they have to work in many document processes.

Why do you need to invest in a Smart Offer Application?

It is time to change the business and free the workers from red tape.The Smart Offer application will help your organization do this

  • Reduce time/costs through easy offer generation
  • Support from the first minute to the conclusion of the contract
  • Cost-effective web-based Solution (no need for any installation on your sales team)

Smart Offer Module Solutions Key Features

Optimizing sales personnel operations. Smart Offer Module support Sale team concentrate on their main mission
  • Connect and integrate VE2000 contracts & rates  Individual or Group contracts
  • Smart way to choose from different contracts
  • Reported, Calculated & Validated benefits and fees
  • Make support for any number of funds and companies
  • Compare different contract and rate in one offer
  • Broker fee management
  • Web-based Solution

Smart HR Module Solutions

HR innovation and technology not only improve staff efficiency, commitment, connectivity, and collaboration but also improve company performance and organizational performance by creating Smart HR Module

Why do you need a Smart HR Module?

1. Benefits for Direct Customer

Manually managing paper records takes the HR staff too much time. As a result, sufficient time is not spent on core HR activities. So with Smart HR, you can support your customer HR Dept reduce their paperwork and focus on their primary task.
Firstly reduce your customer’s administration costs. The operating expenses of the human resources department exceed the total budget of the organization.
Secondly, Cost-effective web-based Solution (no need for any installation on the customer site)

Thirdly, Reduces your supervision/support effort with direct access for your customer’s HR and accounting dept to all critical information and process status.

Fourthly Reduce your back office effort. With Smart HR, your customer can change the data in their domain.

Fifthly Smart HR is the Platform for our and your future services.

Finally, With Smart HDR, you can achieve closer customer satisfaction via a modern platform, service, and communication

2. Benefits for customer of our clients 

Smart HR helps create a productive partnership between Fund employees, the Client’s HR dept, and beneficiaries through streamlined communication.

Primarily Smart HR supports an enhanced data access mechanism for the partner

Equally important Smart HR Module direct contact with your company makes access to information and updates what you want to share with your staff and customers more comfortably. With a simple communication route, you can remove unnecessary data and only deal with data that are important by priority. In different areas of your business, this will lead to better decision-making and will soon lead to your company’s growth and success.

  • Always inform process status
  • Smart HR alerts you and your customer about process status in real-time.
  • Required Document Tracking 

Key Features

  •  Employer Onboarding
  •  Onboarding Simulation
  •  Mutations order list and receipt
  •  Insurant Reporting 
  •  Insurant Management (like name, address, salary, marriage, retirement…)
  •  Web-Based solution
  •  Two Factor based Authentication via SMS,Mail or Authenticator App 
  •  Billing Details
  •  Service and cost overview
  •  Fibu account Evaluation
  •  Digital Documents (DocBox)
  •  Variable Reporting Periods & Format
  •  Compliance with the regulations
  •  Customizable CI/CD
  •  Multilanguage

Smart Direct Access

Fewer questions. Less paperwork– One Click Access

Since beneficiaries demand immediate input – no time to wait for a response – Smart Direct Access applications are quickest – no need to wait. Each time, the beneficiaries will track their  details and the status of pension funds.Automatic treatment isn’t at all “good to have” today. Smart direct access is a must to deliver service and outstanding customer experience. In fact, 70 % of customers now need a self-service application from a company’s website.

Besides this, your clients (beneficiaries) have a smart tool to display and simulate all self-related material, deal with changes.

Last but not least, Smart Direct Access has also been found to be an insightful way to save costs. To know their status or details, beneficiaries do not need to annoy the pension fund or HR department. You take them with a simple click to their data and account status.

How Smart Direct Access change the ways of your customer work?

  •  Reduce costs through automatically, and digital providing the information beneficiaries need (no employee interaction required)
  •  Cost-effective web-based Solution
  •  Multilanguage
  •  Customizable CI/CD
  •  Compliance with the regulations

Smart Direct Access Key Features

1. Dashboards with Business Intelligence and Data Analytics
  •  The charts can parameterize independently using chart blocks.
  •  Printing pension plans based on plan definitions
  •  A comprehensive view of data and metrics
  •  Business Intelligence through data visualization, data processing, and advanced analytics
  •  OCR and QR barcoding for workflow automation
  •  The charts can parameterize independently using chart blocks.
  •  Printing pension plans based on plan definitions
  •  A comprehensive view of data and metrics
  •  Business Intelligence through data visualization, data processing, and advanced analytics
  •  OCR and QR barcoding for workflow automation
  •  Standardized government tax reporting
  • Access to Insurance Data
  •  Role-based user authorization
  •  Simulation for WEF, Einkauf, Austritt, Pensionierung
  •  Access to electronic Documents
  •  Real-time position, transaction and performance information
  •  Application Processing
  •  Forms Management
  •  Required Document Tracking
  •  Beneficiary Administration
  •  Workflow-Based Processing
  •  Integrated CRM module with client data
  •  Dashboards for summary data at a glance
  •  Automated collection of trade information, settlement data, transactions and positions
2. 1e Module for Direct Access
  •  Administration Dashboard for Managing 1e Pension found
  •  1e Compliance with the regulations
  •  Investment product pool
  •  Activation of investment products for companies
  •  Netting-List based Trading
  •  Questionnaire for risk assessment
  •  Easy monthly processing
  •  Dashboards for summary data at a glance.
  • Automated reconciliation of trade information, settlement data, transactions and positions
     
3. Insurant
  •  Mandatory answer to questionnaire (First login, age 58)
  •  Switch investment product
  •  Selectable investment products are based on the result of the questionnaire.
  •  Depot Information
  •  Interactive performance Charts

 

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