Both financial consulting companies of the BTS Finance Group are expanding their occupational pension business. From now on, they will use the independent xbAV platform for this purpose.
Munich, January 21, 2021 – Both financial advisory companies of BTS Finance Group, Formaxx and Mayflower Capital, are expanding their bAV business. From now on, they will use the independent xbAV platform for this purpose.
“We were looking for a central platform through which our client advisors could provide provider-neutral advice, documentation and closing,” says Christoph Fink, Member of the Board, Mayflower Capital AG. “xbAV makes company pension schemes simple. Our customer advisors go through the consultation with the employee step by step. The processes are comprehensible, which provides security and increases quality. In larger collectives, the employee information portal is a particular benefit. Digitally, we can inform and advise entire workforces.”
“Benefits and strong pension concepts are becoming increasingly important for employers in their search for skilled workers. With xbAV, we are taking the next step toward efficient and fully digital Formaxx corporate consulting. Our customers benefit from the xbAV platform in many ways. Through efficient consulting up to the conclusion of the contract, maximum service level and simple occupational pension processes,” explains Lars Breustedt, CEO of Formaxx AG.
Monika Ritzer, Director Sales at xbAV: “With Mayflower Capital and Formaxx, we were able to gain two companies that are among the experts in financial services and retirement planning. The exchange and cooperation are a valuable asset for everyone.”
xbAV guides intermediaries online through the consultation to the conclusion. All documents and applications are created automatically.
You can also use the “Employee Info Portal”. With the preconfigured portal, the employer informs his workforce about the bAV with one click: Employees can see the projection of their statutory pension, simulate their individual pension plan and contact the broker online.
Contact
Stefanie Dadson | stefanie.dadson@xempus.com | Tel: 089 2000 17 59
