aixigo is convinced that pension advice holds one of the keys to a lasting and successful relationship between the customer and the financial service provider. Why? Provision for old age and risks is of fundamental importance to a large part of the population. Moreover, the customer’s life constantly keeps evolving and so their needs and opportunities are also subject to change. The market for insurance products keeps offering new alternatives to obtain benefits or adjust one’s contributions to one’s needs. So there are always good reasons to think about providing for the future.
But so many options also create uncertainty: And this uncertainty leads many people to delay a decision or not make one. As a pioneer of behavioral finance (the study of behavior when making financial decisions), we wanted to change this for the benefit of customers and financial service providers alike. aixigo has set itself the goal of overcoming the psychological obstacles of the customer (and the advisor) by using quality solutions and thereby foster a better advisory process.