Retirement Plan Onboarding Agent

The retirement plan onboarding process is a manual and time-intensive task that requires navigating complex forms using different processes and terminologies. Onboarding demands meticulous manual review and data entry, making it resource-heavy and error-prone. The SS&C Retirement Plan Onboarding Agent transforms retirement plan onboarding through a combination of intelligent automation and generative AI. Powered by a network of interconnected automations, the agent uses LLMs and smart vision technology to extract and interpret complex client and investment data, all orchestrated through a robust governance platform. Validated plans are then sent for automated entry by the agent into the record-keeping system. The agent’s modular architecture promotes reusability across clients and supports tailored customizations for different onboarding needs.

SS&C's Managed Service offering for the Retirement Plan Onboarding Agent implements the process according to client specs, hosts the solution in a secure cloud environment, and maintains and manages the solution. All LLM access is via an AI governance component developed specifically to keep AI processing secure.

Redefine productivity and empower your teams to break new ground, deliver better results and gain a competitive advantage – all while making the experience better for everyone – using the latest cutting-edge AI, automation and orchestration. Take comfort in knowing this solution is built and tested in the SS&C Innovation lab and already utilized by SS&C GIDS, which has achieved breakthrough efficiency by processing plans 8x faster while improving quality checks and accuracy. The agent operates in an uninterrupted environment, providing scalability during peak periods and significantly improving client experiences.

Reimagine your organization by making agentic operational, not just aspirational. Together, let's shape a future where your people and technology thrive together, driving unprecedented success and enabling the smart workplace of tomorrow. Put autonomous work at the heart of your success.