Industry Depth That Powers Confident Execution

At Convergent, expertise isn’t a buzzword—it’s the foundation of everything we deliver. With decades of hands-on experience in the retirement and wealth technology space, we offer real-world insight into the operational, regulatory, and technical challenges our clients face. Whether navigating complex recordkeeping systems, executing large-scale migrations, or planning for long-term growth, our team brings proven strategies and deep industry context to every engagement.

Trusted Expertise. Measurable Impact.

Every insight we bring is grounded in execution. Our expertise allows clients to move faster, operate more efficiently, and manage change with clarity. Whether you’re optimizing a single process or transforming your platform, Convergent brings the credibility and capability to deliver.

We’ve worked across a wide range of retirement platforms—from OMNI and TRAC to custom-built and Java-based systems. Our team understands how these systems behave under pressure, how data flows, and where common failure points occur. This enables us to design, support, and extend recordkeeping capabilities with confidence and speed.

Recordkeeping Platform Expertise

We specialize in breathing new life into outdated technologies. Whether it’s transitioning from COBOL to Java, migrating off mainframes, or building modular services around legacy systems, we help clients modernize without compromising business continuity. Our modernization playbooks are shaped by years of real project experience.

Legacy Modernization

With over 18 large-scale conversions and $300B+ in assets successfully transitioned, we know how to plan and execute high-stakes migrations. From mapping and testing to communication and compliance validation, our migration expertise reduces risk, ensures accuracy, and protects participant outcomes.

Conversions & Platform Migrations

We partner with operations and IT leaders to develop long-term technology strategies that support growth and innovation. Whether assessing platforms, evaluating vendors, or creating phased roadmaps, we provide structured insight that helps clients make confident, future-proof decisions.

Strategic Technology Planning

Automation & Workflow Optimization

We apply deep retirement business logic to identify automation opportunities across contributions, loans, distributions, trading, and reporting. With 2,000+ reusable automation modules developed, our team helps clients reduce manual effort, eliminate processing delays, and strengthen controls.

Real-World Results

These examples reflect how our expertise translates into tangible value for clients. Whether solving legacy system challenges or driving innovation, we’re focused on delivering solutions that scale, simplify, and support real operational gains.

  • Platform Conversion Success

    A regional recordkeeper undergoing a platform transition faced risks around data mapping, blackout periods, and regulatory compliance. Convergent managed the entire conversion lifecycle—delivering accurate plan migration, seamless participant communication, and post-conversion support. The project was delivered on time with zero audit findings and a 99.9% data integrity rate.

  • Legacy to Modern Architecture

    A large TPA operating on COBOL and flat files sought to modernize key workflows. Convergent designed a modular Java-based layer with API endpoints that supported batch operations and real-time interactions. This transition reduced nightly batch time by 50% and enabled self-service capabilities for client reporting.

  • Strategic Tech Roadmapping

    A national platform provider needed guidance in evaluating a multi-year platform rebuild. Convergent worked with stakeholders across IT, operations, and compliance to deliver a phased roadmap with clear cost, risk, and capacity estimates. Leadership gained alignment, and the program is now in implementation with measurable milestones.

  • Workflow Automation Uplift

    A mid-market recordkeeper experienced recurring delays in ACH processing and loan approvals. Convergent implemented workflow automation with embedded rules and exception handling. Result: loan processing time dropped from 3 days to under 8 hours, and ACH exceptions were reduced by 75%. is grounded in execution. Our expertise allows clients to move faster, operate more efficiently, and manage change with clarity. Whether you’re optimizing a single process or transforming your platform, Convergent brings the credibility and capability to deliver.

Ready to Take the Next Step?

You can explore our Services or Contact Us to learn how Convergent can support your goals and accelerate your roadmap.