Business Analytics

Plan provider and recordkeeping organizations need to track competitive dynamics, regulatory changes, and advances in technology to compete and stay ahead. Harnessing the data generated by your plan sponsors and participants, and your own plan administration and recordkeeping operations gives you the opportunity to provide new levels of decision making in the retirement markets. The right insight into data can transform your product designs, plan enrollment rates, and performance of services, strengthening your customer relationships and enabling you to out-perform the market. Congruent’s Analytics services deliver the insights that plan provider and recordkeeping organizations need.

Our engagements draw on the experience and expertise of our Business Analytics consultants with business and industry domain expertise to help plan provider and recordkeeping organizations gain better value from both enterprise and external data. We deliver industry-relevant analytics to give you data-driven insights that improve your business performance.