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Conversational AI
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Enhancing financial literacy through an engaging periodical pension statement

Conversational Benefit Statements


Periodical member communications such as annual pension statements are an excellent opportunity to engage with members and improve their financial literacy. Regrettably, benefit statements in their current format often serve as a mere legal obligation rather than an untapped opportunity. We can augment statements with technology pieces such as conversational AI and AI-generated videos to enhance engagement.

Breathe life into benefit statements by highlighting the key drivers of the benefit formula and explaining the outcomes to members in an easy to understand and friendly language.


We highlight the key drivers of the benefit formula and explain the outcomes to members in an easy to understand and friendly language using technology.

With improved financial literacy, members can make informed decisions and maximize the benefits they are entitled to. Even if it doesn’t directly lead to decision making, engagement improves the new appreciation for the retirement benefits and increases loyalty.

Interested in transforming the member experience in your organization?

You are intrigued by the potential of an enhanced member engagement strategy, but how do you get your stakeholders on board? We’ve got you covered! Our pitch deck explains the features and benefits of adopting digital solutions highlighting our process of overcoming member communication challenges. Start the conversation in your organization and you have our support every step of the way.
Let us introduce a contemporary take on the pension industry, one that empowers individuals to make informed decisions about their financial well-being in retirement. Pensionbar’s human-centric and holistic approach drives the transfer of passion into technology, generating superior return on your investment in offering retirement benefits.

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