Fintech
Previon Partners With Amundi to Advance Digital Pension Planning in Italy
Previon, an Italian fintech specializing in pension planning, has been selected by Amundi to enhance its pension services through digital tools. The partnership supports Amundi PensioNEXT, Italy’s first asset manager–developed pension advisory platform. Previon will provide data analysis, scenario simulations, and consulting to simplify pension planning and improve personalized retirement decision-making for clients.
Previon, an Italian fintech company specializing in pension planning, has announced that it has been selected by Amundi, Europe’s leading asset manager and one of the top 10 global players, to provide innovative pension planning services.
The collaboration aims to strengthen Amundi’s pension planning offering through advanced digital tools, supporting clients in making more informed and personalized choices regarding their future retirement.
“We are proud to collaborate with an excellent partner like Amundi. This partnership represents an important step in our growth and reinforces our commitment to making pension planning increasingly accessible, transparent, and supported by innovative technological solutions,” said Miglena Mekereshka, CEO of Previon.
Previon strengthens its partnership with Amundi to deliver digital pension tools, improving data-driven planning and personalized retirement insights through the PensioNEXT platform
The initiative focuses on making pension planning simpler, more accessible, and data-driven, using digital tools that transform complex pension data into clear operational guidance for both clients and advisors. Through this collaboration, Previon will provide Amundi SGR with its specialized expertise, advanced consulting services, and proprietary applications, strengthening its position as a leader in Italy’s digital pension consulting sector.
Founded in 2022, Previon was established to support the HR departments of companies, financial institutions, and professionals through high-tech pension services.
The partnership is also part of the launch of Amundi PensioNEXT, the first pension advisory platform in Italy developed by an asset manager. Within this project, Previon will supply the necessary data to analyze clients’ pension positions and simulate different pension scenarios. This will allow the creation of a clear and personalized overview of future retirement prospects. The analyses generated will be integrated into customized reports designed to support clients in making long-term financial and pension decisions.
A key component of the collaboration is the role of digitalization in transforming pension services. The agreement highlights how digital tools can simplify complex processes and improve accessibility for users. By integrating advanced technology and data-driven analysis, the partnership aims to enhance the quality and clarity of pension planning services offered to clients.
Overall, the agreement between Previon and Amundi reflects the growing importance of digital transformation in the pension sector and reinforces Previon’s commitment to delivering innovative, accessible, and user-friendly pension planning solutions for individuals in Italy.
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(Featured image by Vitaly Gariev via Unsplash)
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First published in financialounge.com. A third-party contributor translated and adapted the article from the original. In case of discrepancy, the original will prevail.
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