Optimizing Retirement Lifecycle with Digital Expertise

Global Pensions and Retirements Businesses at a Tipping Point

The advent of AI-driven new-age technologies and advanced digital capabilities is forcing global retirements and pension service providers to adjust swiftly and derive higher value for end customers, while optimizing their own processes to stay competitive.More

The advent of AI-driven new-age technologies and advanced digital capabilities is forcing global retirements and pension service providers to adjust swiftly and derive higher value for end customers, while optimizing their own processes to stay competitive. Tech Mahindra’s two decades of extensive experience in the retirement industry and strong technological know-how by the virtue of being a premier global systems integrator, solidifies our position in enabling wealth and retirement funds to meet evolving business mandates and achieve success in pre-set parameters.

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Our Services

End-to-End Retirements Customer Lifecycle Management

Complete support to clients across end customer acquisition, onboarding and maintenance, supporting investment processes, right up to final reconciliations, claims and withdrawals processes.

Comprehensive Retirements Platform Administration Services

We excel in deployment and services for leading retirement core administration platforms comprising of modular functional framework. End-to-end management of systems integration, implementation, QA and testing, BPS, provided in a managed services framework.

Digital Engagement Across Key Touchpoints

We facilitate end-to-end customer engagement across all digital touchpoints, enabling automation and process streamlining to provide 360-customer visibility and communications.

Platform Optimization

We leverage digitally enabled platforms to achieve target states and deploy a 'build vs. buy' approach across systems administration, customer servicing, and digital applications.

Robust Migration Services

Frictionless large scale migration services of customer data, account information and complete platform and technology movement to target core registry and operating model.

Infrastructure Support

Our extensive cloud systems expertise, IT services and support capabilities along with partnerships with global hyperscalers allow us to provide seamless cloud and infra services, incorporating robust security and compliance frameworks.

Legacy Cost Reduction

We help enable large wealth and retirement funds in reducing cost to service through platform modernization, minimizing operating costs, and reinvesting savings into future transformation.

Risk-Mitigated Implementation

Our dynamic, agile and distributed delivery and program management framework, strict governance protocols and flex-biting operating models allow for risk mitigated project deliveries, which can be scaled up or handed over with ease.

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Our Platform

iSURE

iSURE by Tech Mahindra is a SaaS-based wealth and retirement administration platform, built on a core registry and integrated with leading applications. It empowers BFS clients with product agility, seamless third-party integration, and automation-driven transformation. Strategic alliances with GBST, Bravura, Avaloq, and Temenos enhance its capabilities.

Key outcomes delivered:

  • 40%+ reduction in run costs per customer
  • $200M+ savings over 5 years
  • 90% straight-through processing
  • <0.1% remediation cost and error rates
  • 88% service quality consistency

Leading the Way

White Paper

Healthy, Wealthy, and Aging: The Global Retirement Shift

Get In Touch

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