Retirement Services
Know Moreoverview
With more than $40 trillion in retirement assets globally (according to data compiled by ICI based on sources such as the Federal Reserve Board, the Department of Labor (DOL), and the IRS), the industry is in the middle of a transformation. With defined contribution (DC) plans taking the center stage, participants want more than just savings; they’re looking for holistic planning, smarter products, and lifelong income strategies.
In this evolving market, Infosys BPM brings technology, insights, and scale to help retirement providers to rethink what’s possible.
In this evolving market, Infosys BPM brings technology, insights, and scale to help retirement providers to rethink what’s possible.
major trends in retirement
- Shift from DB (defined benefit) to DC plans
- Demand for holistic retirement planning
- Regulatory momentum
- Fee compression pressure
- Digital transformation
- Focus on operational efficiency
the Infosys advantage
Backed by over two decades of experience, global clients, and a strong delivery network, Infosys brings scale, skill, and operations excellence to every engagement.
20+ Years of industry experience
10+ Global clients
5000+ Domain experts
47 Global delivery centers
Insights
Discover thoughtful viewpoints on the evolving dynamics of asset and wealth management, and digital innovation.
why Infosys BPM?
Infosys BPM brings deep expertise across the retirement operations value chain—including plan setup and maintenance, transaction processing, distributions, trust services, compliance, internal audit, and client support.
With over 5,000 professionals supporting global clients, Infosys BPM combines domain knowledge, change management capabilities, and platform expertise (Omni, CORE, TRAC) to deliver impactful solutions. This allows retirement providers to drive internal efficiencies while optimizing operational costs.
delivering what matters
Cost reduction
Reduce TCO by 30-40%
Improved productivity
Improve productivity by 25-30%
Risk reduction and control effectiveness
Predict delivery timelines, reduce errors, and minimize operational losses.
High SLA adherence
Ensure 99%+ accuracy and timeliness across financial transactions, regulatory reporting, and compliance testing
Enhanced customer experience
Maintain industry-leading average speed to answer and consistently high Net Promoter Scores (NPS)
comprehensive support across retirement operations
Key solutions
Infosys Topaz
AI-first set of services, solutions, and platforms using generative AI; democratizes data and intelligence to bring value to more participants.
Infosys ALPHA
Next
Eliminate manual interventions and build STP for integrated one-office and better advisor experience and end-to-end investment management.
Infosys Transaction Reconciliation System (ITRS)
Unified reconciliation solution to automate and centralize reconciliations.
XtractEdge
Intelligent document processing (IDP) for non and semi structured data inputs and for better accuracy and normalization of data.
AssistEdge Discover
Process and task mining, elimination of manual efforts and knowledge management. Unlocks hidden business process insights to drive operational excellence and accelerate automation.
RPAaaS for capital markets
Fund management, security setups, client data maintenance, income processing, depo transfers, payments, and cash reconciliation.
a story of transformation
Strategic automation for a leading investment management company
Infosys built and deployed a high throughput digital-first solution for the client company. Infosys digital solution and operations team co-created the customer’s hardship determination and fund withdrawal system with strategic modernization and automation.
Benefits delivered- Reduced cycle time by 66.66% (from 3 days to 1 day)
- Saved 40,000 hours of manual effort
- Delivered a significant 40% efficiency gains
Request for services
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