We expertly optimize business processes, technologies, and 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 over 20 years of experience in these markets. Our impactful Business, Technology, & 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 unique needs that we then execute with precision, excellence, and integrity. Our work is aided by the strategic Delivery Partners we maintain.
In 2016, we expanded our operations by opening EI: Puerto Rico to deliver our nearshore staffing solution, Rightsourcing, and our Contact Center Solutions in San Juan.
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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 committees. 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: Anti-Fraud Solution
Our team helped the Puerto Rican government secure its health insurance program to reduce fraud and abuse within the system.
Case Study: Check Clearing Efficiency
A Banking Client needed help with their check clearing efficiency and our team delivered improvements to their compliance processes.
Case Study: Digital Transactions
A retirement organization needed to build new digital services to enhance its business and continue to facilitate its retirement plan distributions.
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.
Case Study: Omni Modernization
A large public sector institution needed to modernize their operations and the technology to overcome strategic challenges.
Case Study: Platform Conversion
Our expert resources assisted a large recordkeeping organization with transitioning their clients through a service platform conversion.