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.
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.