Romi Savova | Founder & CEO
PensionBee

Romi Savova, Founder & CEO, PensionBee

Ex-Goldman Sachs, ex-Morgan Stanley, Romi is an insider in the financial world, and she is now on a mission to give people control over their money, particularly their pensions. Born out of her own frustration when trying to transfer benefits from a previous employer’s scheme, PensionBee aims to help savers track down the various pensions they have contributed to and consolidate them before encouraging them to start making more contributions.

Appearances:



Wealth 2.0 day 1 @ 14:10

Disrupting the traditional pension industry and engaging a lost generation


·         Overview of Pensionbee’s mission: Making pensions simple
·         Attracting the ‘lost generation’: Which channels are Pensionbee using and why?
·         Using technology to gain and sustain customer engagement
·         Tackling the challenge of natural trust barrier for financial products

 

Wealth 2.0 day 1 @ 16:20

Keynote panel discussion: Improving your customer’s digital experience to increase retention

  • What digital offerings are companies using to improve customer retention?
  • How does that experience change across different channels?
  • Avoiding abandonments through an improved customer experience
  • Loyalty schemes and rewards: What’s working?

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