Congruent’s CORE suite of solutions is a cloud-based modular SaaS that helps the retirement industry increase efficiencies, provide a better experience to all stakeholders, be compliant, and significantly reduce the cost of plan administration.
The CORE platform offers plan providers and recordkeepers up to 4x savings for every $1 invested on your CORE license by significantly reducing operating costs, outsourcing costs, and the volume of transactions your call center handles.
CORE is designed to provide an intuitive user experience (UX) with self-service support for sponsors and participants to manage their activities. It provides a unified web experience across devices and visibility of all processes to all users, enabling better collaboration while freeing administrators’ time to focus on the needs of sponsors and participants.
CORE helps you reduce plan churn by providing more control and better experiences for sponsors, leading to customer stickiness. Also, it enables you to grow your business by selling a more comprehensive range of plans and 3(16) services.
As your transaction and data volumes increase, CORE helps you overcome the limitations of limited on-premises infrastructure and the monolithic architecture of your legacy platform. Built on a robust cloud architecture, the CORE platform is designed to scale seamlessly to meet your needs.
The modular nature of Congruent’s CORE platform helps you mitigate risk and ensure business continuity. You can choose a specific module to address your business challenge and implement it in your current environment. You also benefit from a faster rollout of the modernization program and can experience quicker value realization.
Developed from the ground up and with inputs from the industry for the specific needs of the retirement industry, the CORE platform is built to stay up to date with changing regulatory compliance requirements.
As the retirement industry specialist, Congruent is your ideal partner in addressing challenges with your legacy recordkeeping platform.
