We expertly optimize business processes, technologies & people
Enterprise Iron was founded in 2002 by senior executives from Morgan Stanley and Merrill Lynch to serve public and private clients in Financial Services, Retirement Services, and the Government sector. Our Team of industry professionals averages 18+ years’ experience in these markets. Our impactful business, technology, and workforce solutions achieve meaningful outcomes, resolve complex challenges and optimize operations to help drive your business forward.
We seamlessly integrate into your operations to assess your firm’s size, corporate culture, processes, and procedures. Lessons learned are used to develop a detailed roadmap catered to your needs that is then executed with precision. We execute every engagement with excellence and integrity. Our work is aided by our strategic Delivery Partners. In 2016, we expanded our operations by opening EI: Puerto Rico to deliver our nearshore staffing solution and Contact Center in San Juan.
Connect With Us
Since our founding, Enterprise Iron has maintained an active presence within the Retirement Services industry. We believe participation is essential for continued growth and a better understanding of our clients’ real challenges. We leverage our exposure and industry affiliations to deliver results on all strategic engagements.
Enterprise Iron serves on The SPARK Institute’s Advisory Board and several of their committees. We participate in The Thought Leadership Council of PSCA and have members within NAPA, Fi360, and WiPN.
We are long-standing members and supporters of several public sector organizations, including NASRA, NAGDCA, and PRISM. This involvement aptly exposes us to many Retirement Systems, Plan Sponsors, Advisors, and Recordkeepers.
Case Study: A Systems Transition
Our Client, a municipal retirement plan system, struggled to transition from its legacy platform to the new Pension Administration System (PAS).
Case Study: Annuities System Migration
Our team delivered a system migration without disruption to daily business for a retirement annuities firm.
Case Study: Business Strategy
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
Case Study: Data Quality Improvements
For this Client, we implemented a strategy using the OFSAA tool yielding a 50% data quality improvement and 15% cost reduction.
Case Study: Dividend Adjustments
For this Financial Services Client, we defined and implemented an operations management methodology for dividend adjustments.
Case Study: Nearshore Support
We staffed highly-skilled nearshore resources at our facility in Puerto Rico, delivering a 30% cost-savings for our Clients’ modernization project.