Outsourcing partners

Because of the Wtp, the pensions sector requires major upgrades in data and technology to enable a successful and controlled transformation. We are a market leader in AI: with our ‘AI factory’ concept we design the right control framework and build effective applications and agents. We support your organisation in addressing, among others, the following six challenges:  

• Vision & strategy: making the right choices in a rapidly evolving field, aligned with your business strategy.  
• Data & information: managing and structuring data, improving data quality and using data effectively.  
• Technology & infrastructure: selecting and modernising towards resilient, scalable, cloud‑based open‑source platforms, with the full capabilities of the data and analytics ecosystem.  
• Governance, cybersecurity & privacy: developing structures and cultures to mitigate risks, build the right level of preparedness and foster trust.  
• Process & integration: enabling business and IT to work together effectively and efficiently, with value creation for people, processes and products at the centre.  
• Organisation, culture & talent: building a workforce that can deliver on your organisation’s ambitions in data and technology. 

The new pension system leads to changes in terms, benefits and schemes. Interaction on these changes will increase between pension organisations, members and employers. It is not only important that members and employers understand these changes, but also that they can actively make informed choices. We support your organisation with, among other things, the following:  

• Renewed ambition and strategy: we formulate these based on the fund’s strategy and the needs, characteristics and capabilities of members, and translate them into concrete, measurable objectives.  
• Compliance review: we assess existing policies, processes and systems for future‑proofness, given the increased duty of care and any shift in your ambition.  
• Integrated testing & monitoring: we help you test the effectiveness and monitor the ‘activate, inform, guide and advise’ cycle. To do this, we bring together your customer journeys, channels and content in a single tool.  
• Population segmentation: using member data, we develop a characteristics taxonomy and personas that your organisation can use for customer journeys and preference research.  
• Customer journeys: we optimise your customer journeys so that they comply with the Wtp in terms of segmentation, and we perform a compliance review to ensure you optimally activate, inform, guide and advise members.  
• Financial planning tools: we build tools to professionalise your choice environments and to support additional advisory services.  
• Complaints & disputes: we design a compliant process with clear management information and scalable technology, so that you are prepared for an increase in case volumes.  
• Reputation management: we help you move from a reactive to a proactive approach, with internal and external monitoring of reputational risks, data‑driven reporting and targeted actions. 

We are at the forefront of the market in the use of AI. We use it to build monitoring applications and agents that enrich customer journeys. We deploy AI for (compliance) analyses, for pension communications and to support your duty of care.  

Outsourcing partners face the challenge of shaping Wtp implementation and the unique characteristics of their fund clients in good time. We help your organisation become future‑proof by ensuring processes are transferred correctly and on time. In doing so, we deliver:  

• Effective recalibration of the Wtp project structure, planning and progress reporting, and support with their operation.  
• Improvements in data quality in the run-up to the transition.  
• Recalibration of the product and service catalogue (PDC) in line with Wtp requirements and desired additional services.  
• Redesign of the operating model, including the process model, organisational model, workforce, technology architecture and data management.