PRO to Help Retirement Plan Services Leader Enhance Participant/Sponsor Experience

A leader in the Retirement Plan Services marketplace in the United States has enlisted PRO to enhance the end-to-end participant/sponsor experience through process improvement while optimizing the cost to serve.

To deliver an improved and more effective Retirement Services organization, PRO will focus on Process Efficiency & Scalability, Plan Profitability & Sales Effectiveness and Plan Retention & Customer Satisfaction.

By focusing on Sales Growth and Operational Process Performance, PRO will deliver a 12:1 ROI by year end 2019 while providing a revamped Participant/Sponsor experience.