You Can’t Automate What You Can’t Trust

Automation is everywhere. It’s the buzzword in every boardroom, backlog, and roadmap—especially in retirement recordkeeping, where manual processes drag down margins, slow turnaround times, and overwhelm teams. But here’s the reality:

Automation is only as good as the data feeding it.

If your platform has:

• Inconsistent plan rules

• Duplicated participant IDs

• Missing deduction codes

• Outdated compliance flags

…then automation won’t fix anything. It will just move insufficient data faster.

That’s why we start where most people skip: Data hygiene.

At Convergent, we’ve worked in environments where:

• Automated alerts fired to the wrong plan sponsors—because contact roles weren’t normalized

• Contribution files failed nightly—because “unknown” deduction codes weren’t mapped

• Year-end testing failed—not because the logic was broken, but because the assumptions were

Before we build anything, we clean.

We roll up our sleeves and work with your product, IT, and ops teams to:

• Clean, validate, and normalize your data

• Define what “good” data looks like

• Ensure your rules and records are automation-ready

Only then do we design workflows, triggers, and automation logic that deliver value.

Think of it this way: Automation is the highway. Data hygiene is the roadbed. If the foundation’s weak, the whole thing shakes. At Convergent, we help you build the fast lane and ensure it’s worth driving on. Talk to Us About Clean Data and Smart Automation

Let’s clean it up before we speed it up. Build smarter automation with cleaner data.