January 1, 2022
A major retirement savings provider was finding it difficult to offer the desired levels of customer experience due to a 5-day blackout period when loading transfer plans. Our client needed an experienced transformation partner that could help quickly automate processes for improved efficiencies.
The RRD Retirement team initiated a simple and effective 3-step process:
With 70+ microautomations to convert all data into a system-readable format, the client was able to achieve: