Finance & AccountingPaid
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About Ubiquity Retirement
Ubiquity offers affordable 401(k) plans with automated administration and low-cost funds. It provides solid compliance tools but lacks the same level of personalized employee projections and live annual education sessions that OctaveWealth emphasizes.
What Ubiquity Retirement does
Ubiquity delivers comprehensive BPO, back-office, and CX outsourcing solutions that integrate customer experience, sales, operations, and compliance across global time zones. Its proprietary Aigent platform provides AI-driven real-time coaching, faster ramp times, and measurable improvements in handle times and CSAT. The company serves finance, healthcare, retail, and tech clients with specialized services including risk response, non-voice support, and HIPAA-compliant operations.
Key features
- Aigent AI for real-time coaching and ramp
- BreakthroughIQ brand integration model
- Global delivery centers across 10+ countries
- 96% client retention and 99% quality scores
- Custom CX, risk, non-voice, and specialized solutions
