A leading retirement plan services provider managing onboarding across multiple regions struggled with a manual, document-heavy process that could not keep pace with acquisition-driven growth. Onboarding timelines were extended by up to three months, with error rates of 20–25% and repeated clarification cycles that impacted the sponsor experience.
Each onboarding required interpreting lengthy adoption agreements, extracting rules manually, mapping data, and validating compliance across teams, creating delays and operational inefficiencies.
To reduce timelines, improve accuracy, and build a scalable onboarding model, they needed a partner with strong domain expertise, structured workflows, and a clear approach anchored in the 3E Framework of Efficiency, Experience, and Effectiveness.
They chose Congruent Solutions.
