Ascensus is a leading financial services company with a focus on retirement plan services, health savings, education savings, and ABLE accounts. The company upholds a mission to ensure everyone feels financially secure through strong partnerships with leading financial institutions and state governments.
Renowned for delivering high-quality solutions, Ascensus taps into every segment of the retirement plan marketplace, helping clients address and solve common problems faced by small employers. Their domain of expertise expands across facilitating health savings and offering advice in financial planning — in particular, education and healthcare.
Ascensus prides itself as being the largest independent recordkeeping services partner, making it a major player in the United States' financial services industry. It also holds a prominent position as third-party administrator and government and health savings facilitator in the United States, making it a trusted partner for businesses and individuals seeking robust financial solutions.
With an estimated number of 5400 employees, Ascensus is equipped with ample manpower comprised of experienced professionals committed to providing superior customer service and innovative financial solutions. Their professionals demonstrate a strong emphasis on focusing on the problem clients are trying to solve, as opposed to merely selling the solution.
Ascensus employs carefully devised data practices that prioritize reliable and secure services to its clients. They utilize cookies and other technologies to ensure the efficient performance of their site, improve their services, and provide targeted advertisements. Thus, illustrating a dedication to adapting to the digital advancements and prioritizing customers' needs and experiences.
Ascensus provides a platform where clients can send or retrieve files through the RPS commercial software support desk. This beneficial service is not only limited to long-term clients but is also available to clients whose plan has moved from Newport to Ascensus. This feature extends their role as a collaborative partner accommodating clients' varying needs.
In summary, Ascensus is a large, established company in the financial services industry with a strong market presence. Their services cater to a wide range of clientele, including businesses seeking retirement plan services, individuals looking for educational savings plans, and more. Their size, experience, and dedication to problem-solving, along with a broad array of offerings, make them an appealing prospect for potential clients and partners.
To get Ascensus to integrate our B2B SaaS product as part of their technology stack to optimize their services, simplify business integrations, enhance customer trust, and foster partnerships.
Identify key decision-makers at Ascensus who might benefit from our product. Positions we will focus on include those linked with technology, security, retirement products and customer service.
Ascensus, a company providing financial services like retirement plan services, health savings, and education savings, faces various challenges. They include:
Outline how our product can address Ascensus's pain points.
For example, our product offers tools that can enhance service reliability and performance measurement capabilities. It also allows seamless business integration and process automation that can potentially alleviate their growth management challenges.
The software also adheres to the highest level of security, ensuring ethical business conduct, and thus helping to manage potential reputational risks.
It simplifies tech updates, improving interoperability, and enhancing data protection to keep pace with the constantly evolving digital landscape.
Lastly, our product supports the establishment and maintenance of strategic collaborations by providing efficient partner management and communication tools.
When reaching out to Ascensus, our strategy will be personalized to match their unique needs and pain points. This approach will exhibit our understanding of their operations and challenges, and how our product fits into their solution.
Present a tailor-made proposal revealing how our product addresses not only their current challenges but also future-proofing their operations. This may include a product demonstration focusing on aspects most relevant to Ascensus's pain points.
Once we have demonstrated our product to Ascensus, we will establish a clear follow-up plan that includes resolving any emerging queries and discussing next steps in their purchasing journey.
After product approval, we negotiate contract terms that cater to Ascensus's needs and our business goals. Once terms are agreed upon, we will finalize the contract, and Ascensus will join our roster of satisfied clients.
After the sale, we will continue to provide customer support to ensure Ascensus fully benefits from our product. This may include regular check-ins, training for updates, and immediate attention to any emerging issues.
Post integration, we seek feedback from Ascensus to improve our offering, and, with their permission, use their testimonial as a case study to attract similar clients.
Finally, Ascensus may participate in our referral program to recommend us to other businesses. This helps us to grow organically using the testimony of our satisfied customers.
