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User Friendly Portal Streamlines Automation

 

a group of young professionals laughing (18)
a group of young professionals laughing (19)
THE CHALLENGE
 

Manual work slowing progress

A major financial services provider managing 401(k) plans for over 1,100 businesses faced mounting inefficiencies from a manual process used to track uncashed checks and undelivered mail. Each report required employees to gather, generate, and distribute data by hand—consuming significant time, increasing the risk of error, and limiting the company’s ability to scale. With thousands of participants relying on timely, accurate reporting, the client needed a fully automated solution to modernize operations, reduce manual effort, and protect customer trust.

THE SOLUTION
 

Scaling human connection with AI

TSG collaborated with the client’s Digital Solutions team to design and deploy the Enhanced Lost Participant Search (ELPS) self-service portal—an automated platform that eliminated manual reporting and streamlined data retrieval. TSG engineered an intuitive front-end experience integrated with a powerful back-end system that securely pulled client data in real time. The result was a seamless, scalable solution that empowered customers to access information independently while freeing internal teams from repetitive work, reducing costs, and accelerating service delivery

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What TSG delivered