Perspectives at the Intersection of Tech and Retirement
Dive into expert commentary, practical strategies, and real-world lessons from the front lines of retirement technology. From platform modernization and compliance automation to workflow redesign and data strategy, our Insights spotlight the challenges that matter—and the solutions that work.
Why So Many Digital Projects Stall After Discovery (and How to Get Past That)
In retirement tech, great ideas often stall between discovery and delivery. At Convergent, we bridge that gap, turning whiteboard sessions into working solutions without waiting on multi-year rebuilds.
The 80/20 Rule of Platform Efficiency: You’re Probably Focusing on the Wrong 80
In retirement tech, the biggest wins often come from the quietest fixes. At Convergent, we help firms find the 20% of inefficiencies that drive 80% of the delays—and fix them for real results.
Digital Isn’t Just a UX Project. It’s a Workflow Revolution.
Digital transformation in retirement tech isn’t about prettier dashboards—it’s about smarter workflows. At Convergent, we redesign the back-end processes that truly shape the user experience.
IT Governance: An Overwhelming Burden?
IT governance protects your systems—but too often, it stalls progress. At Convergent, we help retirement firms navigate controls without sacrificing speed, bridging the gap between Product and IT to keep innovation moving.
How to Modernize Without a $20M Budget or a 3-Year Timeline
Modernizing your retirement platform doesn’t have to mean spending millions or waiting years. At Convergent, we take a smarter, phased approach—delivering real improvements in 90-day blocks without disrupting your core systems.
Why Legacy Systems Still Matter (and How to Modernize Without Breaking Everything)
Legacy systems aren’t the problem—they’re often your most reliable asset. Learn how Convergent helps retirement firms modernize around them, using APIs and automation to add agility without risk.
You Don’t Need a Rebuild—You Need a Bridge
Rebuilding your retirement platform from scratch isn’t always the answer. At Convergent, we help firms extend the life of legacy systems by building smart bridges—modern APIs, service layers, and tools that enable innovation without disruption.
Retirement Platforms and the Myth of the ‘Safe’ Manual Process
Manual doesn’t mean safe—it means invisible, error-prone, and unscalable. Convergent helps retirement firms replace risky manual tasks with traceable, validated workflows that reduce operational risk.
You Can’t Automate What You Can’t Trust
Automation won’t fix broken data—it just moves it faster. At Convergent, we start with data hygiene to ensure your automation delivers real, reliable results.