Retirement and Benefits Services

Retirement and Benefits Services Retirement and Benefits Services providers must meet the complex challenge of delivering high-value, manageable and efficient information online, in real-time. Implementing rich and reliable self-service solutions from Actuate will help businesses reduce current cost structures and scale to meet time to market requirements for future demands.

Rich Internet Application Interfaces for Retirement and Benefits Services

Firms in this industry need to cater solutions to highly distinct customer groups – retirement and benefits plan administrators and end participants – who have unique demands for account reporting and analysis capabilities. By improving online channel information delivery, Retirement and Benefits Service providers can add more value to the customer relationship, respond to calls from clients to improve their productivity, and help clients better manage their benefits packages.

Actuate solutions for Benefits Services portals can help reduce “high touch” customer challenges while improving efficiency with standard and ad hoc data analytics and reporting. By leveraging Web 2.0 like features for dynamic report generation, benefits providers can differentiate their offerings easily and efficiently, thereby improving their ability to retain clients and attract new business. Actuate technology can transform the customer portal into an intuitive and visually attractive rich Internet experience.

  • Dynamic browser based (Web 2.0) report design capabilities
  • Self-service graphs and charts
  • Modular reporting components address time to market business requirements

Actuate Online Channel Expertise

Actuate Online Channel Solutions Deliver a rich Internet experience for advanced account data, information analysis and information management functionality as a core component of the online channel.

For firms looking to captivate customers, drive loyalty and improve growth opportunities, Actuate delivers the next generation online customer experience.

RIA-Ready Information Platform

The Actuate RIA-ready Information Platform delivers unmatched scalability, high-performance, reliability and security. Its proven RIA capabilities include rich AJAX-based dynamic presentation and information management, along with flexible and open development tools for easily creating composite applications that leverage personalized and managed user account data.

Recent / Selected Wealth Management Customers

  • Mellon
  • Humana
  • HSBC
  • Leading Healthcare Payer Organization
  • Leading Life Insurer

View customer success stories
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Want to learn more?

To get more information about Customer Interaction Reporting Applications or to answer any of your questions, please contact an Actuate expert at +44 (0)207 246 4700 (UK) or contact us by email. You can also contact one of our offices worldwide.