Plan provider and recordkeeping organizations need to track competitive dynamics, regulatory changes, and advances in technology to compete and stay ahead of the competition.

The experience and expertise of our Business Analytics consultants with business and industry domain expertise help plan provider and recordkeeping organizations gain better value from both enterprise and external data.

We deliver industry-relevant analytics to give you data-driven insights that improve your business performance.


Advanced Decision-Making Support

Harness data generated by plan participants and sponsors, as well as your own plan administration and recordkeeping operations, to understand the US retirement markets in greater depth and gain new insight for decision-making.

Improve Business Performance

Congruent’s Analytics Services deliver the insights that you need, when you need it. The right data insight can transform your product design, plan enrollment rates and service performance – thus strengthening your customer relationships and enabling you to out-perform the market.

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