Overview
Discover how Salesforce’s Pension Management system transforms the pension management process at Bendesk, ensuring flexibility, scalability, and automation.
What You Need To Know
Salesforce extends its functionality to the pension industry through its Pension Management system, bringing the benefits of digital transformation to the pension process, ensuring efficiency, transparency, and ease of use for both customers and service representatives.
Why It Matters
In an industry where efficiency and time are critical for smooth operations, adopting a flexible, scalable, and automated pension management system can significantly enhance service delivery.
What HIC Did
HIC Global Solutions customized Salesforce and developed Custom Force.com apps to create a comprehensive pension management system for Bendesk.
Overview
Discover how Salesforce’s Pension Management system transforms the pension management process at Bendesk, ensuring flexibility, scalability, and automation.
What You Need To Know
Salesforce extends its functionality to the pension industry through its Pension Management system, bringing the benefits of digital transformation to the pension process, ensuring efficiency, transparency, and ease of use for both customers and service representatives.
Why It Matters
In an industry where efficiency and time are critical for smooth operations, adopting a flexible, scalable, and automated pension management system can significantly enhance service delivery.
What HIC Did
HIC Global Solutions customized Salesforce and developed Custom Force.com apps to create a comprehensive pension management system for Bendesk.
About Bendesk
Bendesk is a digital B2B solution for managing corporate and employee benefits. It offers cloud-based modules accessible via mobile phones or tablets, documenting all historical and current data to meet legal requirements.
Bendesk streamlines internal processes, simplifies complex modules like bAV, and saves on ancillary labor costs, making tax benefits and pension plans easily accessible and manageable for both HR teams and employees.
About Bendesk
Bendesk is a digital B2B solution for managing corporate and employee benefits. It offers cloud-based modules accessible via mobile phones or tablets, documenting all historical and current data to meet legal requirements.
Bendesk streamlines internal processes, simplifies complex modules like bAV, and saves on ancillary labor costs, making tax benefits and pension plans easily accessible and manageable for both HR teams and employees.
Challenges Faced
Bendesk faced challenges in accessing necessary details as they had to toggle between multiple screens with the influx of daily pension plan requests, transfers, expirations, and renewals.
Ineffective Customer Interaction
Customer service representatives faced challenges in interacting optimally with customers due to the need to toggle between multiple screens to access details.
Manual Data Management
The manual process of submitting and managing data led to inefficiencies and delays.
Time-Consuming Processes
Inefficient handling of requests for new pension plans, transfers, expirations, or renewals.
Challenges Faced
Bendesk faced challenges in accessing necessary details as they had to toggle between multiple screens with the influx of daily pension plan requests, transfers, expirations, and renewals.
Ineffective Customer Interaction
Customer service representatives faced challenges in interacting optimally with customers due to the need to toggle between multiple screens to access details.
Manual Data Management
The manual process of submitting and managing data led to inefficiencies and delays.
Time-Consuming Processes
Inefficient handling of requests for new pension plans, transfers, expirations, or renewals.
Challenges Faced
Bendesk faced challenges in accessing necessary details as they had to toggle between multiple screens with the influx of daily pension plan requests, transfers, expirations, and renewals.
They were facing issues with
- Ineffective Customer Interaction
- Manual Data Management
- Time-Consuming Processes
Customer service representatives faced challenges in interacting optimally with customers due to the need to toggle between multiple screens to access details.
The manual process of submitting and managing data led to inefficiencies and delays.
Inefficient handling of requests for new pension plans, transfers, expirations, or renewals.
Solutions Proposed
To modernize and streamline their operations, the strategic consultants at HIC offered Salesforce customization to the Pension Management system merging old pensions with new ones, and offering dynamic features such as live pension balance, web-based withdrawals, documentation management, marketing emails, and engaging strategies.
Unified Pension Data System
Created a Unified Data System to eliminate discrepancies between disparate pensions.
Merged Customer Accounts
Multiple accounts of the customer were merged and updated as per requirements
Customized Client Pension Plans
Customized pension plans as per the details of each client with respective strategies.
Automated Personalized Mass Mailing
Enabled mass mailing of personalized emails based on onboarding, feedback, policy updating, or welcome emails, for customer engagement.
Solutions Proposed
To modernize and streamline their operations, the strategic consultants at HIC offered Salesforce customization to the Pension Management system merging old pensions with new ones, and offering dynamic features such as live pension balance, web-based withdrawals, documentation management, marketing emails, and engaging strategies.
Unified Pension Data System
Created a Unified Data System to eliminate discrepancies between disparate pensions.
Merged Customer Accounts
Multiple accounts of the customer were merged and updated as per requirements
Customized Client Pension Plans
Customized pension plans as per the details of each client with respective strategies.
Automated Personalized Mass Mailing
Enabled mass mailing of personalized emails based on onboarding, feedback, policy updating, or welcome emails, for customer engagement.
Solutions Proposed
To modernize and streamline their operations, the strategic consultants at HIC offered Salesforce customization to the Pension Management system merging old pensions with new ones, and offering dynamic features such as live pension balance, web-based withdrawals, documentation management, marketing emails, and engaging strategies.
Salesforce Customization for Pension Management
- Unified Pension Data System
- Merged Customer Accounts
- Customized Client Pension Plans
- Automated Personalized Mass Mailing
Created a Unified Data System to eliminate discrepancies between disparate pensions.
Multiple accounts of the customer were merged and updated as per requirements
Customized pension plans as per the details of each client with respective strategies.
Enabled mass mailing of personalized emails based on onboarding, feedback, policy updating, or welcome emails, for customer engagement.
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