10 Must-Dos for Successful Enterprise Platform Implementation

In the highly specialized enterprise software product implementation arena, projects getting completed on time and within the budget are few and far between. This less-than-desirable…

How to Personalize Retirement Planning using Technology?

In the United States, Defined Contribution (DC) plans are the most popular employer-sponsored retirement plans, comprising total household assets of $6.9 trillion as of March…

Changing demographics and its effects on the retirement plan industry

“Americans will work into their 70s in the future to have the resources to retire” – Pew Research For the first time in the country’s…

Mobile apps to deliver superior CX in retirement planning

“The share of Americans that own smartphones is now 81%, up from just 35% in 2011” – Pew Research Center If you are here reading…

Driving Business Value from Automation in the Retirement Plan Industry

“What is the top technology challenge facing your company today?” — we asked our webinar participants. An overwhelming number of them said “automation”. Process automation,…

How the Retirement Plan Industry can Leverage Blockchain?

Security, ledgering, customer experience and more — we explore what blockchain can do in part five of Congruent’s series on technology trends shaping the retirement…

Deliver Personalized CX, Improve Efficiency and Reduce Cost with Artificial Intelligence

Exploring the applications of AI in the retirement planning industry — part four of Congruent’s series on technology trends shaping the retirement plan industry. Recently,…

Strengthen Your Cybersecurity Position

Savings come with a lot of emotional attachment; retirement savings are considered as one’s lifeline. Majority of the participants find their advisors through referrals and…