Financial Data Integration
Retirement Enrollment

Streamline Retirement Benefits Enrollment with Intelligent Data Automation™

Adeptia Automate transforms messy, disconnected enrollment data into validated, record-ready inputs — faster, easier, and at scale.

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Retirement Benefits Enrollment Is Slowed by Disconnected, Messy First-Mile Data™

Enrolling new retirement accounts shouldn’t delay funding, contributions, or participant access. Yet most record keepers and retirement benefit providers struggle with inconsistent employee, payroll, and plan-selection data arriving from HRIS platforms, brokers, and TPAs — often in different formats, through different channels, and with varying levels of completeness.

The result: manual rework, validation gaps, enrollment delays, and lost time to value.

Adeptia Automate removes these bottlenecks by standardizing, validating, and delivering enrollment data from every source — helping financial services teams move from manual processing to scalable automation.


Ingest. Normalize. Deliver.

All in One Platform

Adeptia Automate intelligently handles retirement enrollment data across systems, formats, and partners — without brittle integrations or custom code.

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Typical Sources

  • HRIS / Payroll (Workday, ADP, Paylocity, etc.)
  • Brokers & TPAs
  • Benefits Tech Platforms
  • Switchover Data from Other Financial Institutions
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Formats & Protocols

  • CSV
  • Excel
  • JSON
  • PDF
  • Text
  • Array
  • Positional
  • Unstructured
  • API
  • SFTP
  • Email
Destinations

Destinations

  • Record Keeping Systems (via API or SFTP)

Speed, Accuracy, and Scale for Retirement Enrollment Workflows

The Adeptia Enrollment Accelerator empowers financial services teams to onboard and enroll participant data faster by leveraging reusable templates, built-in validation, and compliance-ready deployment options.

Key Outcomes

  • Speed: Ingest messy enrollment data and deliver it at scale — repeatedly and reliably.
  • Cost Savings: Eliminate manual processing and reclaim months of team time.
  • Time to Value: Move enrollment from weeks to hours and avoid delayed revenue.
  • Customer Experience: Improve employer and participant satisfaction with faster, more accurate enrollment.

An End-to-End Data Intelligence Platform for Retirement Enrollment

Connect & Ingest

Quickly connect to HRIS, payroll, broker, and TPA systems using base connections. Accept enrollment data in CSV, Excel, JSON, PDF, or text via API, SFTP, or email.

Normalize & Validate

Standardize enrollment data to your organization’s data model. Apply configurable Global, Plan-Level, and Target business validation rules to ensure accuracy and completeness.

Deliver & Monitor

Deliver clean, validated data directly into your record keeping system. Monitor every step using the Data Flow Dashboard — full visibility from intake to delivery.

Purpose-Built for Retirement Benefits Enrollment Automation

Base Connections
to common HRIS, Payroll, and Benefits platforms
Reusable Templates
that enable operations teams to onboard plan sponsors without IT
Enrollment Workflow Template
to define sources, validate data, route errors, and deliver to record keeping systems
AI Mapping
to transform any data set into your record keeping system
Data Flow Dashboard
for end-to-end monitoring and transparency
Flexible Deployment
options including on-prem or self-hosted to meet compliance requirements

Transform Retirement Enrollment With Adeptia Automate

Streamline retirement enrollment, eliminate data friction, and ensure every record reaches your system cleanly and on time.

Schedule a Demo