Convergent will provide consulting services and tailored education and staff development solutions to retirement plan sponsors and providers. These solutions will be designed to increase the acquisition and retention of retirement plan clients, according to a news release.
This will be accomplished through curricula and consulting services for five distinct stakeholder groups within the retirement plans marketplace:
- Operations & Compliance
- Sales & Marketing
- Customer Service
- Plan Sponsors
The modularized educational content can further be leveraged in turnkey, stand-alone components, or combined to create custom-tailored, corporate-level retirement plan university solutions. Yet due to the individual nature of the business, Convergent created a curriculum delivery framework that allows clients to tailor each solution to the unique needs of the financial institution.
Convergent Retirement Plan Solutions joins The Academy of Financial Services Studies, a financial services education provider and Precision Marketing Partners, a marketing, sales and distribution outsourcing firm for the financial services industry as a member of the Lamm Wallach group of companies.