Infosys Retirement Services: Powering your transformation today to unlock the potential of tomorrow.
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Invested in the future of retirement
Infosys Retirement Services: Powering your transformation today to unlock the potential of tomorrow
Learn More
Our Approach
Infosys retirement services
Our Retirement Center of Excellence is here to help your team better serve your clients, from plan sponsors, advisors, consultants, and TPAs to the individuals saving for retirement. We bring the best of Infosys together to help you develop a technology and operations agenda that will unlock value and set the stage for years of growth.
Expertise
We combine specialized retirement processes, capabilities, technology and domain knowledge to successfully guide you and your team through transformation.
Integrated Capabilities
We unify capabilities in experience design, operations and technology to increase agility and improve customer perception, while removing cost from your business.
Scale
We know how to work across multiple stakeholders, lines of business, countries and languages to deploy transformation and enable business readiness at scale.
Core Infosys Capabilities
Our Retirement Center of Excellence centralizes your access to the expansive knowledge and capabilities of broader Infosys to enable your business to continue to evolve over time.
Innovation
We are committed to keeping you ahead of competitors by researching new and emerging technologies, from AI to the metaverse.
Industry Challenges
Retirement service providers are facing challenges that we deeply understand
Legacy system constraints are stifling the innovation needed to unlock the potential of the industry.
Outdated technology
Monolithic legacy systems and applications are a major impediment to achieving IT effectiveness and driving scale.
Rising experience expectations
Participants, Advisors and Plan Sponsors are demanding enhanced user experiences that incorporate 360-degree data inputs.
Multi-year fee compression
Recordkeeping fees continue to trend downwards while recordkeeping costs are on the rise.
Recordkeeper consolidation
The number of providers has decreased from 400 to 150 over the past decade, with the top 5 providers holding ~60% of plan assets.
Regulatory compliance
The industry struggles to keep pace with a rapidly changing landscape while also hedging against litigation risk.
Holistic financial wellness
Retirement providers rely on seamless, integrated experiences to give more personalized and accurate advice and guidance.
Solutions
A transformation agenda can unlock value and growth potential
With the right strategy, your company may accelerate improvements to the people, processes and technology elements of your business, including:
Platform / Core Modernization
Legacy platform upgrades
Architecture transformation
Reduced
Cost-Per-Participant
Minimize manual intervention in business operation
Digitalization and new value-driven revenue streams
Enhanced Digital Experiences
Improve business performance
AI/ML-driven experiences for associates and clients
Improved talent and partner ecosystem
Develop a global talent pool
Build alliances with best-in class technology and retirement providers
Capabilities
Our capabilities and experience can help accelerate your transformation journey
Platform modernization
Digital experience journeys
Data management, analytics and strategy
Business operations talent
Application support and project delivery
Retirement administration and support functions
Platform modernization
Digital experience journeys
Data management, analytics, and strategy
Business operations talent
Application support & project delivery
Retirement administration and support functions
Demos
See what we can do
Customer 360
A futuristic view of omni-channel, hyper-personalized experiences for participants, plan sponsors, recordkeeping associates and intermediaries.
AIMachine LearningData AnalyticsInsights
Custom intermediary dashboards
Custom, curated dashboards with an integrated view, including the ability to check on clients, generate proposals, read thought leadership articles, and more
DashboardData analyticsContent hub
Participant experience in the metaverse
Bringing the participant experience from the web to the metaverse as a one-stop shop for all retirement planning needs.
Web3MetaverseEducationUser engagement
Chat GPT
Leveraging humanized avatars on the web to answer generic retirement planning questions like when should I plan to retire and should I pay down debt before saving for retirement, and more.
AIUser engagement
Hardship withdrawal processing
Straight-through processing for hardship withdrawals operationally streamlines the complex transaction while creating a user-friendly experience for the participant.
AutomationUser EngagementOperations
Sales to service
Streamlining onboarding for new plans and conversions from proposal to the first payroll
SalesImplementationAutomation
Our People
The tech industry’s only team of retirement experts
Our domain expertise enables us to help clients uncover and realize the best solutions to address today’s needs and tomorrow’s aspirations.
Our team
