The Benefit Counsellor is a member engagement platform for retirement funds that want to engage, educate and empower their members.
1 September 2024 the new Two Pot System comes into effect, is your fund ready?
Most trustees and funds have made adjustments for assets, admin and rules. Have you thought of how to handle the member claims under the new system?
Benefit Counsellor has a integrated claims process that verifies the identity and details of the claim before it get to your admin system and team.
Our 2-pot claims workflow will save you time, money and provide the members with a great experience!
400,000
Retirement fund members helped.
9
Retirement fund clients.
14 Million
WhatsApp messages per year.
Other Services
Retirement Benefits Counselling
Mobile-first approach for the modern user.
Access via any device with a web connection.
Private, safe and secure.
Independent of any product provider.
Streamlined and modern paperless exit process.
Member Communication
Access digital benefit statements.
Seamless WhatsApp intergration.
Online live chat assistance.
Efficient customer experience with Chat Bots.
Email support and concerns functionality.
Mobile access to information with USSD Channels.
Focus on user experience by removing unnecessary barriers.
Member Education
Fund specific approach to educating members.
Holistic financial wellness calculators.
Measuring member engagement and understanding of educational content.
Direct member behaviour with gamified rewards.
Keep your members informed with engaging content.
Clients
Testimonials
“The deliverables were of a high standard of quality and meet the needs of our stakeholders. The employees of the platform provide professional service at all times, and we would not hesitate to recommend their services.” - COO of large administrator
Testimonials
"The platform moves us from the stone age to information at our fingertips" - Fund member
Testimonials
"I was skeptical at first, but now I am comfortable and super excited about this. Please come back for further training; I love this product" - Fund member
Testimonials
"This product is a motivation for us to work until retirement" - Fund member
In The Media
Digital adoption in the retirement industry during lockdown
by Ernst Hertzog | EBNet 29 April 2020
Lockdown has had a major impact on how people live, work and communicate. While most people are focused on food security and when they will be going back to work, life will never be the same for most industries.
Retirement Benefit Counselling and the Digital Era
by Hayden Naidoo | June 2020
Recent events, such as the Covid-19 pandemic, have shown companies across the globe the importance of flexibility and adaptation. The ability to conduct business remotely can be a matter of life or death for certain businesses.
How WhatsApp can bring much-needed change to the Retirement Industry
by Hayden Naidoo | June 2020
Most retirement funds in South Africa still rely on the South African Post Office to fulfill their obligations to communicate with members especially when it is time to distribute benefit statements.
Contact Details
Tel no.
+27 21 300 5729
Address
Head Office
Unit 1.1
On The Greens Office, Golf Village
De Beers Ave
Somerset West
7129
Johannesburg: Satellite Office
Get In Touch
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