Performing 90 minutes of work in under two minutes… with increased quality
A pension broker felt their sales conversion had stagnated, and long lead times were a big part of the problem. Every pension analysis took around 1.5 hours of manual work, wrestling with complex data and file formats that changed from one provider to the next. Advisors spent more time formatting spreadsheets than advising clients, and prospects were left waiting at exactly the moment their interest was highest.
What if you could batch all the files and get a validated analysis and presentation, customized for the client, in less than two minutes?
We built a custom web application that replaces the legacy, specialist-dependent Excel workflow with an AI-automated pipeline. Advisors upload raw files in whatever format they arrive in, from any Danish pension provider. The system returns a complete analysis with a fact-based recommendation, customized for the individual client and based on the broker’s unique pricing and offerings, in less than two minutes.
Experts on this case
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Benjamin Fritze -
Arthur Lindhardt