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What Are Your Competitors Doing?

Authored by: Vinayak (Vinny) Bhatt, Director – Technology, Charlotte, NC, USA

Increasingly, there have been strongly articulated desires among retirement platform providers, and numerous other financial services providers for that matter, to reinvent their servicing platforms. They are ready to embark on their full digital transformation journey or add capabilities that will both better accommodate and wow their clients and plan participants

They are, however, understandably being cautious and measured in their approach. They want expert advice and guidance as to what to do and precisely how to accomplish their objectives. They understand there is absolutely no room for error. If the wrong chatbot is chosen, for example, clients will never come back to their company.

Synechron recently conducted a client workshop intended to flesh out the capability needs and wants for a retirement platform provider. As part of this work, our expert team did a comparative analysis as to what three large retirement platform providers of IRA plan accounts and two big FinTech financial service providers are offering. All five are seen as competitors in their own space carving out a unique spot in the retirement horizon. We then rated each of the companies to showcase who has the competitive edge based on their digital offerings


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