Digital Isn’t Just a UX Project. It’s a Workflow Revolution.

Too many digital transformation efforts in the retirement industry start with a Figma file… and end in frustration.

Why? Because digital is often treated like a front-end facelift—cleaner dashboards, better colors, and maybe a chatbot for good measure. But real transformation goes deeper. If your backend still depends on email chains, nightly batch jobs, and manual QA, no amount of UX polish will make the experience feel modern.

Digital isn’t just about how things look.

It’s about how things flow.

At Convergent, we help retirement recordkeepers reimagine their end-to-end workflows—not just their websites. We look at every part of the operational journey, from planning onboarding and participant deferrals to compliance processing. We identify where automation, data services, and smart integrations can do the heavy lifting.

Consider this:

• A sleek plan sponsor portal is great, but it needs to trigger automated workflows: role assignments, contribution rules, and compliance checks.

• A mobile-friendly participant tool is impressive, but if manual reviews are still required behind the scenes, your value bottlenecks fast.

Our approach starts with operational empathy.

We map your existing workflows and identify the breakpoints. Then we layer in digital experiences, designed with the back-end reality in mind. We don’t just reskin processes. We reshape them. The future of retirement technology isn’t just prettier screens. It’s smarter, faster, invisible operations—and that’s what we build.

Ready to transform more than just interface? Let’s rebuild the flow behind the screen.