WorkInspira Financial
A modern platform for retirement plan administration
How our team built a modern platform architecture to streamline retirement plan management and improve the participant experience.
- Industry
- Financial Services
- Company size
- 2,000+ employees
- Timeline
- 12 months
- Team
- 15 from EPOCH
12 from Inspira Financial
The problem
- Legacy retirement plan systems causing delays in participant enrollment and transactions
- Fragmented data across multiple platforms preventing holistic participant views
- Manual compliance reporting consuming excessive administrative resources
- Limited self-service capabilities resulting in high call center volumes
- Outdated mobile experience failing to meet modern participant expectations
Why EPOCH
Inspira Financial selected EPOCH for our experience in financial services technology and our approach to modernizing complex retirement plan systems while maintaining regulatory compliance and security standards.
What we built
Comprehensive digital transformation including a modern participant portal, automated plan administration system, real-time compliance monitoring, and analytics dashboard. The solution integrated with existing recordkeeping systems while providing scalable architecture for future growth.
- Modern participant self-service portal with mobile-first design
- Automated plan administration engine
- Real-time compliance monitoring and reporting system
- AI-powered retirement planning tools and recommendations
- Integrated document management with electronic signatures
- Analytics dashboard for plan sponsors
- API gateway connecting third-party systems
- Automated participant communication platform
How we worked
- Method
- Agile with continuous delivery and DevSecOps practices
- Cadence
- Daily standups, weekly sprint planning, bi-weekly stakeholder demos
- Tools
- Microsoft Teams, Azure DevOps, Confluence
EPOCH team
- Solution Architect & Technical Lead
- Full-Stack Developers (5)
- Financial Services Specialists (2)
- DevOps Engineers (2)
- UI/UX Designers (2)
- QA Automation Engineers (2)
- Security & Compliance Specialist
Inspira Financial team
- Project Director
- Business Analyst Lead (2)
- Retirement Plan Experts (4)
- IT Security Team (2)
- Compliance Officers (2)
- Infrastructure Team Lead
Where it got hard
- Migrated years of participant data without service interruption
- Implemented security measures meeting SOC 2 Type II and ERISA requirements
- Achieved real-time data synchronization across distributed microservices architecture
- Designed intuitive interfaces that significantly reduced participant support calls
- Created automated testing frameworks for high system reliability
Under the hood
Technical highlights
- Cloud-native architecture on Microsoft Azure for high availability
- Machine learning algorithms for personalized retirement guidance
- Event-driven microservices architecture for scalable transaction processing
- Real-time fraud detection using behavioral analytics
- Comprehensive CI/CD pipeline with automated security scanning
What made it different
- AI-driven retirement readiness scoring with personalized recommendations
- Document verification for enhanced security
- Voice-enabled account management through intelligent chatbot
- Predictive analytics for identifying at-risk participants
- Automated investment rebalancing based on life event triggers
Technologies
- .NET Core
- React
- TypeScript
- Node.js
- Azure
- Kubernetes
- SQL Server
- Redis
- Azure Service Bus
- Power BI
- Docker
- Terraform
- Azure DevOps
- SignalR
Outcomes
| Area | Before | After | Result |
|---|---|---|---|
| Transaction Processing | Multi-day turnaround | Same-day processing | Dramatically faster transactions |
| Self-Service Adoption | Low digital adoption | Strong self-service usage | Significant increase in digital engagement |
| Support Volume | High call center volume | Reduced support needs | Major reduction in support calls |
| Compliance Reporting | Time-intensive manual process | Automated reporting workflows | Substantial time savings |
| Mobile Experience | Outdated mobile interface | Modern, intuitive mobile app | Strong user satisfaction ratings |
What else changed
- Enhanced participant engagement through intuitive digital experiences
- Streamlined plan sponsor operations with automated compliance workflows
- Improved data accuracy and consistency across all systems
- Strengthened competitive position in the retirement services market
- Modern technology stack enabling ongoing innovation
Related services
Bring us the project that matters most.
Tell us what you’re building and what’s in the way. You’ll hear back within 24 hours.