Case Study: PensionBee Achieves an NPS of 63 with Retently

PensionBee turns behavior trends into improvement opportunities

PensionBee, an online pension provider, needed a reliable customer experience platform to collect, store, and analyze satisfaction data more effectively. To better understand customer needs, improve its service, and support Salesforce-based event surveys, PensionBee turned to Retently for a simple, time-efficient solution that could provide clear, data-driven feedback insights.

With Retently’s Salesforce integration, automated NPS campaigns, and analytics dashboard, PensionBee was able to sync customer data, trigger timely surveys, and segment feedback by factors like pension plan and age group. Over two years, Retently helped PensionBee identify trends and pain points, improve customer experience proactively, and achieve an overall NPS of 63, well above the industry average.

PensionBee

Nuria Tain

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