Convergent offers 24/7 IT operations support & monitoring for Retirement Recordkeeping Services. We understand Retirement Processing, its numerous interfaces and batch processes and their interdependencies. We also understand that each firm is unique and their technology process customized to their retirement products and clientele. Our operators and admins have decades of experience in the retirement industry. With your processes under our watch, you can focus on your business during the day and sleep better at night.
As a Monitoring & Operations Service, our team understands that the job is not just checking a scheduler status and marking it off in a spreadsheet or to follow a set of instructions blindly without paying attention or consideration to other events such as quarter end or year end processing, dividend processing, a new software release or any custom processing that could impact normal schedule of events. We realize the value of a well prepared and diligent team is not just for things to go smoothly but to make the right decisions when things go bad such as a rejected trade file or a delay in nightly processing or a DR event. Having our team partner with your team will help reduce your risks and speed up return to normalcy in case of an unforseen event or outage.
Our Team has end to end expertise when it comes to system, application and processes that run retirement recordkeeping business. No matter how unique or customized your platform is our team will have the expertise to understand, manage and monitor the day to day mission critical processes.
Our team’s experience, broken down by Process, Systems and Platform, are shown below (not limited to). All of our team members in the Operations and Monitoring team have in depth knowledge and background in the items listed. You will be able to leverage the full breadth of these expertise for the cost of one or two resources.
To successfully accomplish a proactive setup of a specifc process, every aspect of its digital operations must be considered. The first thing to recognize is that no two environments are exactly alike. We specialize in the monitoring of systems by leveraging our experience and adapting to the customization that occurs within different environments. It does not matter if your record keeping system is OmniPlus, TRAC2000, SRT or some other system the daily life cycle of operations must run smooth. Below are services that we perform related to daily tasks to keep client operations running smooth