Case Study: Generali achieves a fully digital pension proposition with FNZ

Digital experience for younger investors

Generali, one of the world's largest insurance companies, wanted to develop a modern digital proposition to engage young investors in Switzerland. The challenge was to create a solution to help young professionals save for their future, with a specific focus on enhancing the retirement savings experience. Generali Switzerland selected FNZ for its market-leading platform and its integrated digital pension product.

FNZ implemented a fully digital pension proposition known as PIllar 3a, which offers a seamless and paperless onboarding journey. This solution provided end investors with greater control over their savings and gave advisors a simplified, guided process. The results for Generali included reduced production costs, better client outcomes, and a high-quality, personalized proposition that strengthened its market position.

Generali