Niche TAFT Target mid-sized Taft-Hartley funds with assets in the $50M to $500M range, aligning outreach with JBM Software’s FAMS capabilities to streamline eligibility, remittance processing, pension and welfare claims.

SaaS Security Emphasize HIPAA and HITRUST certified hosting to address compliance and data security concerns for trustees and plan participants, offering a differentiator in the fund administration space.

Cloud Modernization Position JBM’s cloud-based FAMS as a scalable, lower-risk alternative to on-premises systems, with potential upsell to larger funds seeking modern governance and auditability.

Growth Readiness Leverage revenue range and small-to-mid size client focus to propose bundled services, onboarding acceleration, and dedicated support to minimize implementation timelines for funds in transition.

Competitive Benchmarking Highlight partnerships and success stories with similar mid-market tech ecosystems, while offering tailored demonstrations comparing efficiency gains against larger IT consultancies.