PensionBee founders explain how they use Salesforce to simplify pensions and fix poor customer support. They aim for 40% BME representation and gender parity while building a mobile-first product that prioritizes quality, innovation, and honesty.
I had spent most of my career in large financial services companies. The experience of getting to know my own pension and trying to move it really showed what a huge gap there is for people wanting to take control of their retirement.
I have my own pension problems, like so many people. So when I met Romy and we started to discuss what Pension B could really be, we used her pension and we used my pension as the guinea pig.
Any pension provider that I called felt ill equipped to talk to me. The information available online was full of jargon that I, as a financial services professional, would struggle to understand.
We spoke to our friends and our families and they'd all had the same experience and that was when we really knew that we were onto something.
Our customers are anyone in the UK who has had a pension that they want to get on top of.
When you sign up with pensionbee, you get allocated a beekeeper as an account manager who not only knows the answer to your question, but they know you.
We have five quality, innovation, honesty, simplicity and love. For us, love is about loving the customer and wanting to treat the customer in the same way that we wish to be treated whenever we're purchasing a service. Pension B Diversity is a topic that's really important to us because we all know that you can't be what you can't see. We now have 40% BME representation within the company and we've achieved gender parity as well. So it's our ambition to make our workforce more diverse and reflective of our consumer base.
Salesforce has been with us from the start. We've built a complete pension administration system as reliable products, a reliable platform that's so important. As we're doubling in size every year, we know that we're going to have some pretty serious needs from our technology base and I feel confident that that's where Salesforce is going to be when we need them.
Automation is really important and what that does is it gives our more time to spend on the things that are really valuable.
Really what we're doing is taking pensions out of the 19th century, bringing them into the 21st century, utilizing Salesforce. It's really simple to then integrate it into our product suite, whether it's our mobile app or online on our website.
The mobile experience that our customers have has been a core part of what makes us special.
We wanted to take a process that normally lasts for about six months and turn it into a digital experience that would take somebody about five minutes.
I find it very exciting to know exactly where my money is. I feel really special and really looked after as a customer.
It was very easy to start trusting bench and people. I'm excited about the future because I know it's secure. What salesforce is providing is an environment where it's very easy to achieve a high level of trust. We really see them not just as trust advisors, but really also as an extension to our team.
We feel really passionate that consumers deserve a better experience. Experience. And I'm sure that as time progresses, Salesforce will be our partner of choice.
