Retirement benefits enrollment is a critical yet notoriously slow process for financial services teams. Adeptia aims to change that with Adeptia Automate™ for Retirement Benefits Enrollment, leveraging its Intelligent Data Automation™ platform to transform fragmented enrollment data into validated, record-ready inputs—quickly, efficiently, and at scale.
Tackling a Fragmented Enrollment Landscape
Enrollment data is often scattered across multiple HRIS platforms, brokers, and third-party administrators. Inconsistent formats, manual validation, and disconnected workflows slow down contributions, delay funding, and impede participant access.
Adeptia Automate tackles these bottlenecks by intelligently ingesting, normalizing, and validating data from any source or format. The platform delivers clean, compliant inputs directly into record-keeping systems, reducing manual effort, accelerating time-to-value, and enabling earlier revenue recognition.
“Enrolling new retirement accounts shouldn’t delay funding, contributions, or participant access,” said Charles Nardi, CEO of Adeptia. “Far too often, record keepers and benefits providers are forced to slow down because employee, payroll, and plan-selection data arrives fragmented, incomplete, and in different formats. With Adeptia Automate, we are solving that problem to enable faster enrollment and better participant outcomes.”
Built for Compliance and Collaboration
Adeptia draws on decades of experience handling sensitive financial and customer data, helping banks, insurers, and financial institutions standardize incoming data while meeting strict regulatory and compliance requirements. By creating a shared, trusted data foundation, the platform improves collaboration across business, IT, risk, and compliance teams, accelerating onboarding, integration, and decision-making without compromising governance or security.
Key Features
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Intelligent Data Normalization: Automatically converts fragmented enrollment data into consistent, record-ready formats.
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Validation & Compliance: Built-in validation ensures regulatory standards are met before data enters record-keeping systems.
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Reusable Templates: Streamlines recurring workflows and accelerates onboarding across multiple plans or institutions.
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Turnkey Deployment: Available via the Adeptia Automate platform as a fully packaged, compliance-ready solution.
By reducing manual intervention and automating repetitive tasks, Adeptia Automate empowers financial services teams to focus on strategic decision-making and participant outcomes, rather than wrestling with messy, multi-format data.
With retirement benefits administration becoming increasingly complex, Intelligent Data Automation is positioned as a critical tool for financial services firms looking to scale efficiently while maintaining compliance and accuracy.
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