Case Study: APT Workplace Pensions streamlines digital onboarding with Plain Concepts

APT Workplace Pensions digitises onboarding for 55,000 members with Plain Concepts

Plain Concepts partnered with APT Workplace Pensions, a leading pensions management services company, to address their challenge of a highly manual and paper-intensive client onboarding process. The company's representatives were required to complete lengthy paper application forms with clients, a workflow that was inefficient, prone to errors, and provided an inconsistent customer experience, especially in areas with limited connectivity.

Plain Concepts designed and developed a mobile and web application that digitized the entire process. The solution featured offline functionality, digital signatures, and ID verification via photo capture. It integrated directly with APT's back-office system, Profund, and embedded an actuarial calculation tool. This eliminated all manual paperwork, enhanced data quality, increased operational efficiency, and improved the customer experience for their 55,000 members.

APT Workplace Pensions