For Providers
Technology That Elevates Your Participant Experience
Consort gives providers modern tools to increase rollover capture, improve engagement, and reduce leakage — all through intuitive, enterprise-ready products.
We're Built for Providers & Recordkeepers
Consort modernizes two of the most critical participant workflows: rollovers and ongoing engagement. Our products deliver clarity for participants, transparency for advisors, and scale for your institution.
Our Products
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Rollover Solution
A guided digital journey that improves rollover and consolidation completion rates across your participant population.
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Jo™ - Participant Engagement Suite
A behavioral engagement and analytics platform that drives contribution Restarts, deferral rate Raises, and asset Retention through targeted outreach.
Rollover Solution
Higher Rollover Completion. Lower Leakage. Better Outcomes.
Participants often struggle with confusing rollover steps. Providers often struggle with low completion rates and inconsistent participant experiences.
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The Rollover Solution solves this with a clean, guided workflow designed to reduce friction and move participants confidently toward completion.
Key Benefits for Providers
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Increased rollover capture
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Reduced leakage
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A consistent, modern participant experience
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Clear visibility across participant journeys
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Better alignment with advisors
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Higher satisfaction with your institution’s service quality
Key Benefits for Participants
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A simple, intuitive path for rollovers
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Clear next, best steps and guidance
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Timely communication throughout the process
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A heightened sense of confidence and control
JO™ Engagement Suite
Smarter Engagement Across Your Entire Participant Population
Jo™ helps providers reach participants with personalized, behaviorally informed communication that increases engagement and supports long-term plan health.
Campaign Types
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Restarts: Re-engage participants with inactive accounts
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Raises: Encourage contribution rate increases
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Retention: Support participants nearing retirement or at risk of exiting the plan
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Key Benefits for Providers
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Higher engagement and contribution rates
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Scalable outreach — without adding staff
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Better insight into participant behavior
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Reduced leakage and improved plan outcomes
Key Benefits for Participants
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Relevant, timely communication
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Personalized guidance that reflects their needs
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A more connected experience with their retirement account
How Consort Supports Your Advisors
More Visibility. Better Alignment. No Extra Work.
Advisors receive timely insights about participant activity — enabling them to strengthen relationships and provide better support.
Advisor Advantages
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Alerts when participants initiate rollovers
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Visibility into amount, source, and status
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A more coordinated and informed support experience
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Stronger advisor alignment leads to stronger participant outcomes.
Ready For Providers
Designed to Integrate Into Existing Systems — Not Disrupt It.
Consort brings a modern layer of participant experience to your existing systems, workflows, and service models.
Institutional Benefits
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Predictable, repeatable processes
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Lower operational friction
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Scalable communication and engagement
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A higher-quality service experience for millions of participants
