Onboarding corporate 401k planned data is a challenge for companies that service defined contribution plans. That’s because the bi-directional data that need to be put into place to connect clients is complicated. Companies need a solution that enables them to onboard these datasets efficiently.
Simply put, for financial services companies who service corporate 401k and other defined contribution plans, the ability to onboard new customers by up to 80% faster can increase their ease of doing business, ensuring delightful CXs and accelerating revenues. And self-service integration plays a major role here.