Open Pension: Easily integrate retirement savings into your e-banking

Retirement planning is an important topic for bank clients—yet it is frequently neglected. Information is often scattered and difficult to grasp, and gaps in retirement provision are rarely identified in time. For banks, this translates into missed advisory opportunities and the time-consuming manual preparation required for client meetings.

That is about to change. With its new pension module for e-banking, ti&m brings retirement planning directly into the environment where clients are already active on a daily basis. It provides banks with a simple, digital tool to make a client’s retirement situation transparent and to facilitate targeted engagement.
What you can expect:

• Live demo: See how the pension module consolidates retirement information, presents it in an accessible way, and highlights areas for action—all directly within your e-banking platform.
• Market insights: Discover why retirement planning has historically received too little attention—and learn about the new data standards that are now opening up new possibilities.
• Tangible benefits: Reduced manual effort, stronger client loyalty, and new ways to position retirement planning as a key advisory topic.

Why you should attend:
Banks that offer a simple, digital solution for retirement planning strengthen client loyalty and establish themselves as trusted experts. The pension module requires no major investment and can be seamlessly integrated into your existing e-banking system.

Who should attend this webinar?
Relationship managers, retirement and wealth planners, e-banking managers, as well as those responsible for digitalization and strategy within banks.