Powering innovation in
retirement services
Full retirement ecosystem
We focus on all of the different facets of the retirement ecosystem, and have experience in provisioning products and providing digital and process improvement for the Participant, Plan Sponsor, TPA & Advisors and Operational departments for the various products, market sizes and service models.
Leveraging AI and
data analytics
Drive digital transformation in the retirement services and wealth management space, leveraging AI Driven tools and Advanced Analytics to enhance the ability to predict needs, manage risks and optimize technology investments.
Wealth management
AI and analytics has made it possible to personalize advice in a way and at a speed that has never been possible before. We collaborate with wealth managers to resolve a wide range of business challenges, including platform modernization, process automation, and AI powered advice and support.
Wealth services
- Digital transformation
- Optimized Data processing techniques & exchanges
- Data Security & Privacy
- Automation & Operational Efficiency
- Risk Management – Predictive analytics & ML used to assess and manage risk
Providing participant self-service
Personalization is expected with services that cater to the Participant’s unique situations and goals. We assist with the demand for self-service tools and mobile applications driven by tech-savvy retirees and pre-retirees.