Paul H.

Annuity agents and financial professionals—this is the wake-up call. AI isn’t coming someday… it’s already here, and it’s changing how clients choose products and how deals get done. Here’s the hard truth: clients won’t wait for you to “get back to them” anymore. If you can’t deliver answers in real time, someone using AI will.

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Quick read, but an invaluable read on PLANSPONSOR. Retirement plans face the same challenges every three to five years. Required to run a defensible RFP, benchmark fees, and make the right decisions. Catapult HQ, Inc. is the standard for exactly that work, having already supported more than $450 Billion in Recordkeeper search RFPs and $30B in Advisor searches since 2024. What has long been a fragmented and manual process is becoming more structured, transparent, and repeatable. Firms that are looking to strengthen their fiduciary process without adding unnecessary complexity, Catapult offers a modern and streamlined way to manage Recordkeeper searches, Advisor Evaluations, and Fee Benchmarking in a single view. The scale is here. Momentum is real. The question is whether your next RFP will be another fire drill or a better path forward. Learn more at catapulthq.com Fred Barstein Jeffrey Cullen Deane Mayerhofer Thomas Clark, JD, LLM Jania Stout Dan Beck Jared Porter, QKC®, QKA® Stan Smith CHSA®, AIF®, C(k)P®, MBA Jason Key, CFP® Rebecca Hourihan AIF® PPC™ David Witz, AIF® GFS® CPFA®BCF™ #RFP #VendorSearch #Recordkeeper #Feebenchmarking https://lnkd.in/dDrn_MU9

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Onboarding risk is rarely about a single mistake. As Jasmine Reynolds, CCSM, CSM shares in this clip, one skipped meeting may feel harmless, but it can set off a chain reaction: delayed API calls, late reporting, and ultimately executives questioning whether they’re seeing value at all. That’s the domino effect. But Jasmine takes it further: onboarding risk isn’t linear, it’s systematic. It’s a web. One misalignment leads to missed scope, which leads to finger-pointing, which leads to stalled decisions. Each thread in that web is connected, and if you don’t catch the first slip, you’re already reacting instead of leading. Watch Jasmine break this down here — it’s a perspective worth sitting with, especially you’re serious about successful onboarding.

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Most benefits brokers are still sending spreadsheets back and forth. OneDigital saw early that the real opportunity wasn't adding AI to the old process - it was rethinking the process entirely.

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If I could add one to the list: "Migrating off the software system we've been using for 20 years" There's a better way: maintain what you've got and save the headache of a big software migration! #legacysoftwaremaintenance #softwaremigration #fractionalcfo

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Most contractors don’t fully understand how much revenue is being left on the table by not optimizing their referral channel. I joined Lance Bachmann on Build It To Sell It and we talked about how businesses are 25x’ing referrals by making them automatic, not optional with ReferPro. Check it out: https://lnkd.in/gMsvdQrG

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Reporting errors, reconciliation delays and lost hours… it adds up fast. Our CEO Aaron Holmes spoke to Software Testing News about a stat that should give any ops leader pause: 64% of financial businesses regularly encounter data errors in their reporting, yet only 1 in 3 who explore automated tech actually follow through. So where are the slowdowns? 👐 33% struggle with exception handling 📊 30% get bogged down in data collection 💳 29% battle with reconciliation challenges 💱 29% wrestle with currency conversions The real cost? Nearly a full month (142 hours) of productivity lost annually to tasks that could be automated. Surprisingly, it’s not a lack of tools that’s holding companies back—it's psychology 🧠. 41% prefer the familiarity of Excel despite its limitations, and the same percentage say their current process is "good enough." But every hour spent patching together a report is one not spent on growth, insight or innovation—and the cost compounds every quarter. Is your company ready to break free from reporting inefficiency? 👉 Read the full article: https://lnkd.in/eCdZWXPb #PaymentsTech #DataAutomation #FinancialReporting #PaymentsIndustry #FinTech #ReportingEfficiency

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Growth in staffing doesn’t come from bells and whistles. It comes from alignment. Knowing your objective—and stacking every system around it. Choosing outcomes, and building backwards from there. That’s what we’re designing for next. Clear data. Clean cash flow. A system that's fully connected—operationally and financially—for the future of smart, scalable staffing.

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I’m excited to share that Finch is now fully compatible with FIS Relius, one of the most trusted recordkeeping platforms in the Retirement industry. With this compatibility, recordkeepers using Relius can now: ▪️ Automatically import standardized payroll + census data directly from sponsors’ payroll systems through Finch ▪️ Eliminate file uploads and manual formatting ▪️ Onboard sponsors quickly in 3 simple steps ▪️ Manage data connections and payroll mappings directly in the Finch Dashboard By removing friction between payroll systems and recordkeeping platforms, we’re giving the industry the tools it needs to operate faster, more reliably, and with far less manual work. Shoutout to Will Hicks and the entire team at Relius for building an inclusive platform that made this possible. Much more to come with FIS here! Learn more about how Finch + Relius work together: https://lnkd.in/eRZcwW3A

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