Initial situation and problem
- Lack of transparency and data basis in the pension consulting portfolio of a financial service provider
- Lack of tools and advisory support for client advisors
- The little digitalized process and leads to high error rates, long process cycle times and inefficiencies
mm1 approach and solution
- Market analysis, trend study, idea generation and technology partnering.
- Strategic project support and Agile project management (according to Scrum).
- Successful introduction of a newly developed digital consulting portal.
- Strengthening of the offered pension services through higher transparency and contemporary digital consulting approaches.