The New Normal

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The New Normal

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Oculus Partners has gained tremendous insight into the obstacles today’s business leaders face in solving America’s retirement challenges while meeting evolving customer demands and maintaining a profitable business. Through our research, we have identified specific trends that highlight how different firms are balancing these competing demands.

These trends—and the customer experience innovations firms put in place to enable them—have the potential to materially expand the scope of services expected from a retirement services provider. We spoke with 12 leading firms to understand these trends and the strategic investments they are making to support them. Just how far, and in which direction each firm chooses to go, could be pivotal in shaping the industry’s future.