Case Study: Ubiquity saves 80 hours per week with Finch-powered payroll automation

Ubiquity Saves 80 Hours per Week with Finch-Powered Automation

Ubiquity, a retirement plan provider offering 401(k) services with flat, transparent pricing, needed a faster, more reliable way to access sponsor payroll data as regulations changed and its business scaled. Manual payroll processing and SFTP-based workflows were slowing onboarding and creating compliance risk, making automation essential.

By using Finch’s payroll integrations and Finch Connect, Ubiquity automated payroll data exchange, participant onboarding, deductions, and compliance workflows across six payroll providers and 350+ sponsors. Finch helped Ubiquity save 80+ hours per week, reduce the work of about two full-time employees, and cut sponsor onboarding from 2–4 weeks to minutes while improving visibility and the overall sponsor experience.

Ubiquity

Brian Britt

Payroll Processing Manager