The PensionBee online pension manager combines all existing pensions in one easy-to-manage pension plan. When preparing to launch in late 2015, the company faced three main challenges in realizing its vision. First, 75 percent of prospects complete the sign-up process on their phone and don’t always have all the required information at hand. Second, it would take weeks for pension companies to provide PensionBee with all the information required to transfer pensions to the PensionBee platform.
Finally, PensionBee wanted to focus on creating the best pension platform possible, so the company sought a platform that would enable it to easily set up anautomated lead nurturing process that would mitigate this long lead-to-conversion timeline. All these factors converged to create an urgent need for an efficient lead nurturing system that would also be fast and straightforward to execute.