Centraal Beheer Achmea – 'Financial peace of mind, today and in the future’
Together with Yellowtail, Centraal Beheer Achmea (CBA) insurance company has developed a financial planning tool for consumers. Known by the working title ‘financial peace of mind’, the tool allows CBA customers to quickly gain an accurate understanding of their complete financial situation, today and in the future.
Speed is key
To receive a detailed overview of their financial situation, customers enter data about income, pensions, assets and debts. This can usually be a very time-consuming process, but ‘financial peace of mind’ affords the opportunity of a fast upload. Customers upload their tax return file and personal data from the ‘mijnpensioenoverzicht.nl’ Dutch pension registry system and can then use the Nibud calculator to determine household expenditure. The financial planning tool provides customers with complete insight into what is sometimes a complex financial situation in just ten minutes.
Overview, insight, prospect
The tool helps CBA customers obtain an overview of their current and future financial situations. It creates clarity and helps the customer gain insight into the complexity of financial planning. With this insight, the customer is better informed about his or her future financial prospect.
Innovation in the area of customer convenience
CBA has shown itself to be a genuine innovator in the area of customer convenience: the tool combines speed and precision in a unique way, which offers the customer maximum advantage and optimal financial insight.
Yellowtail Consulting has facilitated implementation and is overseeing realisation of the concept by the various chain partners: Yellowtail Software, Figlo and Virtual Affairs.