Case Study: PensionBee achieves a 75% reduction in pension administration time with Salesforce

PensionBee takes the sting out of saving for retirement with trailblazing mobile app

PensionBee is a fintech challenger that simplifies retirement savings by letting customers combine fragmented pension pots into a single mobile-first plan. Faced with a paper-heavy, slow, and opaque pensions industry, PensionBee set out to digitalise onboarding, transfers and plan administration so customers can check real‑time balances and manage contributions from their phones.

Built on Salesforce (Sales Cloud, Marketing Cloud) and Heroku, PensionBee automated core processes with its Honeycomb admin app, Heroku‑backed mobile app and Marketing Cloud‑driven personalised onboarding. The result: a 75% reduction in administration time, rapid scale to 137,000 customers, tripled service capacity, weekly customer engagement and strong business metrics (9.2 Trustpilot, NPS 50, 98% retention).

PensionBee

Jasper Martens

VP of Marketing