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.
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.