Retirement Technology
Customer solutions for the retirement industry
Streamline your plan administration through comprehensive technology solutions that are versatile, lean and customizable.
Experience in exceptional delivery
Having focused on the global pension and retirement industries for over a decade, our consultants have developed a deep understanding of the business issues and applicable best practices and technologies, as well as experience in business strategy, operational transformation, and technology for clients in the industry.
Innovative retirement technology solutions
Experience spanning multiple leading packaged applications, industry standard and open source technologies, and multiple methodologies including agile, iterative, incremental, and lean makes us a versatile partner. Our reusable assets and frameworks enable accelerated application development and our robust delivery models reduce costs and effort.
Congruent’s CORE solutions helped a Fortune 500 retirement plan provider deliver better CX to its plan sponsors
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Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. Before the ink dried they worked diligently to understand our systems and processes. It doesn’t stop there. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. Their steady delivery of customer service, work ethic, and knowledge has placed my organization in position to deliver improved service levels. They are more than a service provider, they are a business partner.
-A Tier 1 Retirement Plan ProviderYou can work with any or all parts of the Retirement Suite of Solutions:
Reverse Engineering
Document and record your business applications to ensure easy training and usage of legacy systems that work but have not been properly documented with useful paperwork.
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Application Services
Develop, streamline, modernize, integrate and support your business applications portfolio that suit your specific business objectives with minimal investment of cost, time and effort.
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Data Analytics Services
Harness the data generated by your plan sponsors and participants, and your own plan administration and recordkeeping operations to provide new levels of decision-making.
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Quality Assurance Testing & UAT
Save on expensive in-house IT departments with structured end-to-end quality and user acceptance testing throughout the lifecycle, from a functional and non-functional perspective.
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