Our experience
Insurance, Retirement & Wealth
Platforms and experiences for customers, advisors and participants.
Our clients in this industry
Our approach
Translate complex products into clear requirements.
Retirement and insurance platforms depend on connected processes across recordkeeping, payroll, communications and participant or advisor experience. JSR brings business analysts and delivery practitioners into that complexity.
Our work includes Defined Contribution business analysis for a retirement-platform build, alongside UX design and research supporting expanded annuity withdrawal journeys.
Discuss your initiativeAreas we support
- Retirement platforms and Defined Contribution business analysis
- Insurance platform engineering and claims operations
- Customer communications and document platforms
- Product delivery and customer, advisor and participant experiences
Related experience
Representative work.
Advancing annuity withdrawal experiences
UX design and research supported expanded annuity withdrawal journeys, a new financial-professional-initiated experience and a closer connection between design and engineering.
Read the storyInsurance, Retirement & WealthDefined Contribution expertise for a retirement platform
Senior Defined Contribution business analysts shaped requirements, user stories and gap analysis for a new retirement platform.
Read the storyConnect with JSR
Tell us where you need support.
Tell us about the work and we’ll discuss an appropriate team and delivery model.