Pension Transfer
Grow your assets under management by making it simple for consumers to move their pension savings to you.
First there was open banking. Now banks and asset managers can create new products and user experiences that actually add to your bottom line with open finance.
Regulatory pressures consume a lot of your IT resources, having to spend most of them on maintenance and compliance instead of innovation.
There is increased competition from fintechs, bigtechs, and niche banks that are all trying to win shares of wallet - leaving you with the least profitable parts.
Your current customer base is ageing, and the new generation of banking customers are looking to fintechs and niche banks for their banking needs.
Insurely is the leading provider of open finance solutions within insurance and pension, letting you focus on what matters, your core business and your customers, and serving their evolving financial needs.
Implement our products and use cases quickly with our APIs, ready made modules, and dedicated support team.
Win back shares of wallet, such as pension, and add new shares that weren’t previously accessible, such as insurance - with one and the same tech partner.
"Together with Insurely we are now digitalizing the industry and making it easier than ever to transfer pensions and get a better overview of all your pension savings."
Grow your assets under management by making it simple for consumers to move their pension savings to you.
Add new revenue streams by distributing insurance in a bancassurance model that actually works.
Offer a holistic financial experience that is good for your customers and your bottom line.