Market positioning Target mid-market and growing organizations seeking to reduce HR service tickets and improve benefits utilization, leveraging Inclusively’s Retain Navigator to make benefits discoverable inside existing tools like Microsoft Teams and SharePoint.

Growth signals Capitalize on recent financing and recognition, including a $13M funding round and Stevie Award milestones, to engage potential customers with a proven growth story and validated market traction.

AI and inclusion Leverage the WEF appearance and focus on AI’s positive impact for women in business to position Retain Navigator as an inclusive, AI-enhanced solution that reduces helpdesk load while supporting diverse workforces.

Operational efficiency Highlight immediate value in reducing HR tickets and enrollment confusion by surfacing benefits and programs at the moment of need, without new logins or IT projects, appealing to CIOs and HR leaders seeking quick ROI.

Tech and integrations Emphasize strong integrations stack with Microsoft SharePoint, Teams, and other enterprise tools, plus data capabilities from ELK and Kafka, to attract enterprise buyers prioritizing seamless deployment within existing IT ecosystems.