Number of employees
73
Head office
Schwyz, Switzerland
Industry
- Banks & financial service providers
Press release: Calenso is pleased to announce the successful cooperation with Liberty Pensions. Find out how online appointment booking optimizes the area of occupational pensions. Liberty customers can now book appointments for their pension needs quickly and easily online.
Liberty Vorsorge
Liberty Vorsorge offers various consulting options for occupational and private pension provision. With the new online appointment booking solution from Calenso, interested and existing customers can now conveniently arrange their consultation appointments for various topics in the area of pension provision. The consultations cover topics such as the Liberty 3a Pension Foundation, Liberty Vested Benefits Foundation, Liberty 1e Flex Investment Foundation and Liberty BVG Collective Foundation, which are each dealt with in 30-minute, free consultations.
"With the new online appointment booking solution, our customers can now book their desired appointments at any time and from any device. This simplifies the process considerably and saves valuable time - both for customers and for our advisors."
This is how it works:
Liberty's clients can easily and intuitively book an appointment for their consultation via the company's website. Available options include:
- Liberty 3a Retirement Savings Foundation - Advice on the 3a Retirement Savings Foundation
- Liberty Vested Benefits Foundation - Advice on the vested benefits foundation
- Liberty 1e Flex Investstiftung - Advice on the 1e Flex Investstiftung
- Liberty BVG Collective Foundation - Advice on the BVG Collective Foundation
- Other - Individual advice on occupational and private pension provision
The online appointment booking works in just a few clicks and takes into account the availability of the consultants. Once the appointment has been scheduled, customers receive an automatic confirmation and a reminder before the appointment. The system also allows Liberty advisors to share their availability so that customers can flexibly choose a suitable appointment.
Optimization of the consulting process:
Thanks to Calenso's flexible solution, even larger companies such as Liberty can now organize their consulting processes more efficiently. The automated process reduces the administrative effort and ensures faster and more precise planning of consulting appointments.
"The collaboration with Calenso has enabled us to offer our customers a simple, digital solution that fits perfectly into our day-to-day consulting work. We are already seeing a significant improvement in customer satisfaction and the efficiency of our internal processes," Müller continues.
The introduction of online appointment booking has not only simplified communication with customers, but also optimized the entire appointment management process within Liberty. The solution can even be extended to other consulting areas in the future.
"Digital solutions such as online appointment booking offer financial service providers the opportunity to make their processes more efficient and improve customer service. In the pensions sector in particular, it is crucial to facilitate access to advice and increase customer satisfaction."
- Ralf Triebel, Customer Success Manager at Calenso
This is what the appointment process looks like at Liberty Vorsorge:
About Calenso:
Calenso is a Swiss software company that specializes in digital appointment management and offers efficient solutions for companies from various industries. With a clear focus on data protection and user-friendliness, leading companies from the insurance, legal, retail and consulting sectors rely on Calenso's appointment solution to increase operational efficiency and customer loyalty.
With the introduction of online appointment booking at Liberty Pensions, Calenso once again strengthens its position as a leading provider in the field of digital appointment management and demonstrates how innovative solutions can revolutionize customer service and efficiency in the financial and pensions industry.
