Transamerica introduces Pearl

Transamerica has introduced Pearl, a new digital experience that brings together AI, data and human support in a single, continuous workflow designed to help retirement plan participants move savings from other retirement accounts into Transamerica with greater speed, simplicity and support.

Participants are guided through key action steps like account verification, document collection and secure transfer of funds. Pearl helps ensure participants know what to do at each stage – reducing confusion, limiting rework and supporting a smoother path to completion. At any time, users can connect with a Transamerica representative for support.

Transamerica shared that early results show that the solution has cut the typical transition timeline by more than 50%.

The company partnered with Zingly.ai , an enterprise AI-powered customer experience platform, to launch the solution.

“At Transamerica, we’re enhancing customer experiences and actively fulfilling our commitment to helping people save and invest for their future selves. Pearl makes it easier for our retirement plan participants to take action with clear guidance and timely support—while ensuring a Transamerica representative is readily available if a personal conversation is their preferred choice or the best next step.” – Oriana Freidenberg, head of Customer Experience and Marketing at Transamerica.