Automation & AI
AI-powered payroll reconciliation, automated file processing, RPA for compliance workflows. We build automation that works inside retirement operations, not around them.
The Problem
Manual processes are consuming your operations team — payroll file processing, reconciliation, compliance checks, document generation. Every manual step is a potential error and a cost you shouldn't be carrying.
How We Help
We build automation solutions purpose-built for retirement operations — not generic RPA bolted onto financial workflows. We have a dedicated team researching and producing AI applications to support complex retirement processing. Our proprietary tools include AI-powered payroll file processing, end-to-end statement generation (document composition through print and mail), and automated data validation that reduced QA assessment time from hours to seconds for one client.
Ideation & Assessment
We analyze your retirement operations to identify where AI and automation will deliver the highest ROI. From payroll processing bottlenecks to compliance workflows — we map the opportunities, validate the approach with your data, and build a roadmap that starts delivering results in weeks, not quarters.
Rapid Prototyping & Deployment
We build working automation tools fast — not slide decks. Our 500+ reusable retirement modules accelerate development so you can validate results on real payroll files, real NSCC transactions, and real plan data before committing to a full rollout.
Operations Optimization
AI-powered payroll reconciliation, automated file processing, and intelligent data validation purpose-built for retirement platforms. We've reduced QA assessment time from hours to seconds and automated 2,000+ processes annually — freeing your team to focus on exceptions, not data entry.
Platform Automation
We embed automation directly into your existing recordkeeping infrastructure — OMNI, TRAC, Relius, or proprietary systems. No rip-and-replace. Your automated workflows integrate seamlessly with batch jobs, trading files, and compliance reporting you already run.
Key Capabilities
- AI/ML-powered payroll reconciliation
- Automated file processing frameworks
- RPA for compliance workflows
- Automated data validation tools
- Document composition and fulfillment automation
- UiPath and custom automation solutions
Proof Point: Fintech Analytics Platform
Built 7 automation utilities that reduced QA assessment time from hours to seconds, described as "game changers" by client leadership.
Related Services
From the Library
Further reading on automation & ai
Research, case studies, and field notes from our practice on this topic.
Unlocking Participant Intelligence
Why the Next Generation of Retirement Savers Demands a New Playbook — And What It Means for Every Recordkeeper, TPA, and Plan Sponsor in America
The retirement industry was built for the Baby Boomers. The workforce it now serves is fundamentally different — and the gap between what the industry offers and what the next generation expects is growing wider every quarter.
Fintech Analytics Platform — Automation That Changed the Game
A Power BI-based fintech analytics platform had hundreds of dynamic HTML pages that made static testing impossible. Convergent built 7 custom automation utilities — described as 'game changers' by leadership — that reduced QA assessment time from hours to seconds.
AI Won't Replace Your Retirement Operations Team. But It Will Replace the Parts They Hate.
Payroll file processing is the biggest time sink in retirement operations. AI-powered reconciliation is finally ready to fix it — but only if it's built for the complexity of retirement data.
Read articleYour platform won't modernize itself. Let's talk.
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