Case Study: Pinnacle cuts sponsor data collection time in half with Finch

Pinnacle cuts census data collection time by 43% with Finch

Pinnacle Plan Design, a third-party administrator specializing in retirement plans, faced a significant challenge in collecting annual payroll and census data from its clients, known as sponsors. This manual process was time-consuming, prone to errors, and strained client relationships. To solve this, Pinnacle implemented payroll integrations powered by Finch through its PensionPro operating system.

Using Finch's solution, Pinnacle automated the data collection process, pulling information directly from a sponsor's payroll system. This eliminated the need for sponsors to manually compile and format data. The results were substantial; Finch helped Pinnacle collect census data twice as fast, reducing the average collection time by 43%. This efficiency gain led to higher data quality and a significant increase in client satisfaction.

Pinnacle