AGENTIC AI FOR RETIREMENT SERVICES

Accelerating retirement-plan support with generative AI

Discover how Retrieval-Augmented Generation (RAG) and AI agents with human oversight can transform your retirement plan administration. This white paper details an approach that reduces operational costs, improves accuracy, and maintains fiduciary compliance in an increasingly complex regulatory environment.
Agentic AI for Retirement Services
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WHAT'S INSIDE

The benefits of AI agents + human oversight in the retirement system

In the complex world of retirement plan administration, operational efficiency and fiduciary compliance are paramount. This white paper, written by Doculabs and Vertesia, reveals how cutting-edge AI technology can transform your participant support services, dramatically reducing call times while ensuring accuracy and maintaining full auditability.

Discover how Retrieval-Augmented Generation (RAG) and autonomous AI agents are set to redefine the industry standard for customer service in retirement plan management.

Key takeaways:
  1. RAG can reduce call handle times and improve accuracy in retirement plan support
  2. The implementation of AI agents with human oversight ensures fiduciary compliance
  3. A structured content approach enables scalable, audit-ready participant servicing
  4. AI-augmented customer service offers significant cost savings and operational benefits
AI-ENHANCED RETIREMENT SERVICES

Agentic AI for retirement services is a game changer

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Stay ahead of the curve with the latest AI advancements in retirement plan administration
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Discover a proven solution to reduce operational costs while improving participant satisfaction
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Learn how to mitigate fiduciary risks through AI-assisted, human-validated customer interactions
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Understand the technical requirements and best practices for implementing AI in your organization
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Explore real-world applications and benefits of AI in retirement plan support services
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Enhance personalization and engagement with a more intuitive and responsive participant experience
ABOUT THE AUTHORS
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Vertesia is a cutting-edge SaaS platform designed to accelerate the development and deployment of custom generative AI applications, agents, and services. With its enterprise-grade infrastructure and low-code environment, Vertesia empowers organizations to harness the full potential of AI technology while ensuring accuracy, scalability, and comprehensive governance.

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Doculabs is a management consulting firm with a focus on digital transformation, process optimization, and intelligent automation. They specialize in helping companies modernize their business operations and maximize the value of their technology investments. Doculabs helps organizations transition from outdated, rule-based systems to intelligent, data-driven workflows, leading to improved efficiency, agility, and innovation.

Together, Vertesia and Doculabs are bringing AI-powered transformation to industries like retirement, insurance, and financial services.
DOWNLOAD THE PAPER
Discover the power of agentic AI for retirement services!

Download our exclusive white paper now to unlock the future of retirement plan support and gain a competitive edge in the industry. Don't miss this opportunity to revolutionize your operations – get your copy today!