Generates revenue primarily from management fees for managing long-term savings products (provident and training funds, investment provident accounts, and child savings plans) and new pension funds.
Geographic Exposure
Israel100%
Revenue Drivers
Provident & training fund management
Manages provident, study, investment provident and child savings products for members.
CORE95.5%
Pension fund management
Manages new comprehensive and general pension funds and collects management fees.
PERIPHERAL4.5%
End Markets
Individual savers and fund members
Employers contributing for employees
Self-employed pension savers
Pension insurance agents and agencies
Bank pension advisors and licensed pension consultants
Specializations
Pension clearinghouse integrationDigital self-service and online joiningProcess automation and system interfacesOpen banking / financial information services complianceAI-based customer service model implementation (in evaluation)Information security and cyber protection strengthening+2 more
Activities
Investment management of member assets
Fund administration and member servicing
Marketing and distribution via agents, banks and direct digital channels
