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Automate enrolment, updates, beneficiary selections, and member communication in one seamless experience. Pension processes often contain complex rules, sensitive personal data, and strict compliance requirements. Whether institutions are onboarding new members, collecting updated information, processing beneficiary changes, or generating formal declarations, these workflows can be difficult for members to navigate and time consuming for operational teams to handle manually. Wizflow helps pension providers create guided digital experiences that reduce errors, increase completion rates, and ensure that all regulatory requirements are met. With no code flows, operational teams can update logic, introduce new steps, or customise communication without depending on IT development. Members receive a clear journey from start to finish, and pension teams gain structured and high quality data every time. Below is a simple example showing how Wizflow can support pension processes by using a special beneficiary declaration flow.

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Example: Special Beneficiary Declaration Flow

The flow begins by gathering the member’s core details such as name, CPR number, address, phone number, email, and agreement reference. Validation rules ensure accurate input, including CPR validation and automated address suggestions based on DAWA. This helps prevent errors and ensures the declaration contains correct personal information.
Members can choose whether they want to specify individuals, organisations, or both. Based on this choice, the flow automatically branches to collect the right details. For individuals, the flow collects name, CPR, address, nationality, birthdate, and relationship. For organisations, a CVR lookup is used to validate and retrieve the correct company.
If the member wants to include more than one beneficiary, the flow loops to collect the same high quality information for each additional person or organisation. This creates a consistent and complete declaration regardless of complexity.
Once all information is collected, the flow automatically fills a pre formatted PDF with the member’s responses. This removes manual data entry, prevents mistakes, and ensures that the final document follows the pension provider’s official layout and legal wording.
The member is guided to sign the generated document digitally through the integrated signature provider. This step gives the declaration legal validity and removes the need for printing or scanning.
After the signature is captured, the flow sends the final PDF to the pension provider by email. All necessary information and attachments are included automatically. The member receives a confirmation message and is directed to continue on the provider’s website.

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Why it matters

Wizflow gives pension providers a flexible and scalable way to digitise important member processes that would otherwise require heavy manual handling. Members enjoy simple and informative experiences. Pension teams receive complete and correctly formatted declarations without chasing missing details. This special beneficiary declaration flow is only one example. The same principles can be applied to enrolment, updates to personal information, contribution changes, retirement planning, or any other pension process that benefits from structured, compliant, and user friendly digital journeys.