Data Analytics

Key Benefits of INFI IT’s Data Analytics for Plan Providers & Record keepers:

• Operational Intelligence
  Gain a 360-degree view of your plan operations, including enrolment, contributions, distributions, compliance, and participant behaviour. Identify inefficiencies, reduce administrative overhead, and streamline reporting processes.
• Participant Behaviour Analytics
  Understand participant trends, preferences, and engagement levels. Leverage data to improve enrolment rates, target communications, and personalize retirement planning tools and services.
• Product & Plan Design Optimization
  Use data to evaluate plan performance, benchmark against competitors, and shape offerings that are aligned with market demand and participant needs.
• Regulatory Compliance & Risk Mitigation
  With changing DOL, IRS, and ERISA mandates, advanced analytics help detect anomalies, prevent fraud, and ensure proactive compliance across all operational levels.
• Predictive & Prescriptive Analytics
  Forecast trends, participant churn, or contribution drop-offs before they happen. Recommend targeted interventions to improve retention, engagement, and ROI.

Our Approach :

• Data Integration & Warehousing
  Seamless consolidation of plan data from recordkeeping platforms, CRM systems, and third-party tools into unified, secure data environments.
• Advanced Visualization
  Custom dashboards and reports powered by tools like Power BI, Tableau, and Qlik for real-time access to KPIs across stakeholders.
• Machine Learning & AI Models
  Predict outcomes such as plan engagement, fund allocation changes, or service issues using intelligent models tailored to retirement services.
• Data Governance & Security
  Ensure your data is compliant, clean, and ready for decision-making with robust governance policies and data privacy protocols (e.g., SOC, HIPAA, GDPR-ready frameworks).