In today’s economy, powerful forces are changing the way financial services firms and retirement service providers conduct business – and some are struggling to stay ahead of the curve.

Even more alarming, we seem to be moving in conflicting directions, with retirement plans getting essentially commoditized while at the same time, complexity, cost of customer service and regulatory scrutiny are steadily increasing.

This white paper outlines a plan to face these challenges head on - sharing the best practices of providers who have made a commitment to retool their service offerings and have begun to reap the benefits of significant cost savings, and clarified the best value solutions for their clients.

Download this Achieving Service Delivery Excellence to learn how organizations are:

  • Developing a lower-cost operating model, emphasizing service simplification and a best-in-class customer experience
  • Focusing on market segments where services are most highly valued, and exiting segments that are not profitable
  • Updating existing business lines and leveraging the value of participant relationships for delivery of a broader set of lifetime solutions

Get our exclusive whitepaper now by filling out the form at the right.

White Paper:
Achieving Service Delivery Excellence

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