Data migration is one of the most critical steps in moving to a modern recordkeeping platform. At Congruent, we understand that clean, accurate, and seamless migration sets the foundation for a successful transition. The AI-powered CORE Platform is designed with robust migration capabilities that ensure data is transferred securely, efficiently, and with minimal disruption.
Whether you are moving from legacy systems or upgrading from existing platforms, CORE simplifies the process with built-in intelligence, automation, and proven methodologies.
How We Help
We provide flexible, secure, and AI-enabled data migration pathways tailored to the source system and client needs.
CORE-Defined Migration Templates
The CORE platform provides pre-defined migration templates across all retirement plan domains, along with built-in upload routines. As long as the source system can extract data in these standard formats, migration into CORE becomes fast, accurate, and highly reliable. This continues to be the most widely adopted approach among our clients due to its simplicity and efficiency.
Data Pull Through Migration Tools
Some source systems come with built-in tools that allow direct data extraction. CORE can seamlessly integrate with these tools to pull data from the source system. In such cases, a data mapping exercise may be required, depending on the complexity of the source data. CORE brings deep experience in mapping and has ready knowledge libraries for some of the most widely used recordkeeping software, which accelerates the migration process.
Data Push from Source Systems
In certain situations, the source system has the ability to push data directly into the target platform. CORE fully supports this approach by providing secure APIs that the source system can call to transfer data into CORE. Here again, a mapping exercise may be required, but with CORE’s AI-assisted mapping and validation, the entire process is made faster, more accurate, and less resource-intensive.
Why Congruent
Migrating retirement plan data requires more than just technology — it requires
precision, compliance, and trust.
- AI-powered accuracy – Minimize errors and rework with intelligent automapping.
- Flexible methods – Templates, pulls, and pushes adapt to your source system’s capabilities.
- Proven expertise – Decades of experience in migrating from legacy recordkeeping systems.
- Secure and compliant – SOC & ISO-certified processes ensure data protection.
- Faster time-to-value – Our PEARL methodology streamlines migrations and accelerates go-live.
- Seamless participant experience – Ensures no disruption to ongoing plan operations.
With Congruent’s AI-powered CORE Platform, data migration becomes faster, smarter, and future-ready giving you confidence in every step of your digital transformation.
