One of the world’s biggest retirement solutions providers was saddled with long—and often delayed—sponsor onboarding processes, which greatly hampered its ability to compete for new business. The company was forced to invest resources into costly, highly manual processes that too-often produced poor or inconsistent data.
Using Unqork’s no-code enterprise application platform, the provider developed and deployed a custom end-to-end onboarding solution in just 5 months. The solution automates sponsor, plan, servicing, pricing, advisor, and TPA data capture processes. It applies robust, but flexible business logic at scale, and supports seamless handoffs between clients and advisors. Because it was built using Unqork, it was easy to integrate with the company’s existing CRM solution, as well as other downstream systems.