Cloud-Based Solutions EBG Systems offers fully web-based platforms for pension plan design and workflow management, which can be very attractive to organizations seeking flexible, scalable, and remote access solutions in the financial services industry.

Targeted Customer Base The company's core clients include pension professionals, TPA firms, and financial institutions nationwide, including Fortune 500 companies, indicating a strong market for expanding enterprise-level pension management and workflow solutions.

Innovation Focus With a focus on creating user-friendly and affordable pension software that simplifies complex processes like non-discrimination testing and plan proposals, EBG Systems positions itself as an innovative alternative to traditional desktop applications, creating upsell opportunities.

Growth Potential Operating within the financial services industry with a revenue range of 25 to 50 million dollars and a relatively small team suggests an opportunity to target mid-market and enterprise clients for customized upgrades or additional modules.

Technological Compatibility By utilizing a modern tech stack including JSON-LD, jQuery, and cloud infrastructure, EBG Systems is well-positioned to integrate with existing enterprise systems, facilitating cross-sell opportunities with large financial technology providers and system integrators.