Congruent Solutions

Overview

Congruent Solutions is a technology and outsourced plan administration service provider focused on the retirement industry. With over two decades of experience, it operates from its headquarters in Cupertino, California, and maintains a significant delivery center in Chennai, India. The company emphasizes quality and security, holding multiple certifications such as ISO 9001:2015 and ISO 27001:2013.

Services include outsourced plan administration, technology solutions, custom software development, and business process outsourcing. Its cloud-based CORE Suite offers a self-service platform for retirement plan record-keeping and administration. Serving an array of clients ranging from Tier-1 companies to global Fortune 50 firms, Congruent Solutions also supports industries such as banking, healthcare, and telecommunications.

Basic Information

Contact Details

• Phone: +1 408-252-2187
• Website: congruentsolutions.com
• LinkedIn: linkedin.com/company/congruent-solutions

Key Focus Areas & Initiatives

• BPO services for the retirement services industry
• Retirement plan administration services
• Retirement technology services
• 401k
• Defined contributions
• Cloud
• IT services & IT consulting
• Secure retirement data
• Retirement industry BPO
• Cloud-based software
• Operational efficiency
• Retirement plan data validation
• Pension administration
• Software publishing
• Plan sponsor support
• Retirement plan processing
• Retirement plan reporting tools
• Retirement data security standards
• Retirement industry partner
• Retirement plan participant engagement
• Retirement plan lifecycle support
• Participant experience
• Retirement plan participant portal
• Back-office processing
• Outsourced plan services
• Retirement plan compliance testing
• ISO certifications
• Retirement data management
• Software development
• BPO services
• Retirement industry innovation
• Retirement industry process automation
• Retirement plan providers
• Retirement plan administration
• TPA support
• Client-centric solutions
• Participant experience enhancement
• Retirement recordkeeping
• Participant engagement
• Retirement technology solutions
• Retirement industry certifications
• Core platform
• Retirement plan lifecycle management
• Custom software development
• Compliance management
• Retirement industry software
• Self-service retirement platform
• Retirement industry analytics
• Retirement industry digital solutions
• Outsourcing retirement processes
• Information technology
• Retirement industry cloud platform
• SOC2 Type II
• Retirement plan compliance tools
• Retirement plan data integrity
• Cost reduction
• ISO 9001
• Retirement plan reporting
• Cloud retirement solutions
• Retirement plan cost efficiency
• Retirement industry security standards
• IT security
• Retirement industry BPO services
• Digital transformation
• Retirement industry solutions
• Retirement plan automation tools
• Retirement industry software customization
• Retirement data security
• Retirement industry digital transformation
• Legacy system modernization
• Cloud computing
• ISO 27001
• Retirement plan operational support
• Plan administration services
• Seasonal workload management
• SOC1 SOC2 certifications
• Retirement plan compliance
• Financial services
• Retirement technology
• Retirement industry automation
• Retirement plan lifecycle
• Retirement industry expertise
• Financial data integrity
• Data security certifications
• B2B
• Consulting
• Services
• Computer systems design and related services
• Customer experience
• Healthcare
• Insurance
• Manufacturing
• Retail
• Telecommunications
• Predictive analytics
• Information technology & services
• Computer & network security
• Enterprise software
• Enterprises
• Computer software
• Health care
• Health, wellness & fitness
• Hospital & health care
• Mechanical or industrial engineering

Technologies Used

• AI
• Android
• Apache
• Bootstrap Framework
• DoubleClick
• DoubleClick Conversion
• GoDaddy Hosting
• Google AdWords Conversion
• Google Dynamic Remarketing
• Google Tag Manager
• Hubspot
• Linkedin Marketing Solutions
• Mobile Friendly
• Outlook
• Remote
• Vimeo
• WordPress.org
• YouTube
• reCAPTCHA

Affiliated Organizations & Regional Branches

• IPX Retirement