AI powered CORE Leverage Congruent Solutions' AI-powered CORE Plan Suite launched in 2026 to position upsell opportunities to retirement plan sponsors seeking modern onboarding, setup, and conversion capabilities for participant experiences.

Strategic Partnerships Target prospects through the company’s expanding ecosystem with ManifestHQ, Broadridge, LeafHouse and other partners to offer integrated retirement tech stacks, cross-sell complementary services, and joint go-to-market opportunities.

Holiday season readiness Emphasize Congruent’s back-office administration services that scale on demand for seasonal workloads, presenting savings and efficiency gains to plan sponsors during peak enrollment and year-end cycles.

IRA and API-first Capitalize on CORE IRA and API-first architecture to win clients seeking modern, open integrations, enabling smoother data exchange with recordkeepers and custodians, and faster time-to-value.

Industry recognition Leverage Everest Group accolades and retirement technology leadership to build credibility with prospects, using case studies and authority positioning to shorten sales cycles and justify premium pricing.