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…

Tech Challenges Facing the Retirement Plan Industry

This is the part one of a five-part series on technology trends shaping the retirement plan industry. Until last year, plan participants needed to sign…

7 Ways in which Robo-Advisors can Transform your Retirement Planning Offerings

At their core, robo-advisors are automated investment platforms that use algorithms to develop customized investment portfolios. A typical robo-advisor platform gathers data from the plan…

4 behavioral triggers to improve customer experience in retirement planning

64% of Americans aren’t prepared for retirement. A single tweet by Elon Musk sends stocks of companies racing. People are more likely to invest in…