Global Market Expansion Procentia already serves large retirement schemes across North America and the UK with IntelliPen, a modern self-serve platform designed for administrators and members. Target expansion opportunities lie with mid-to-large pension plans in these regions seeking better member experiences and streamlined administration; leverage the platform’s self-serve strengths and regulatory readiness to win RFPs from trustees, administrators, and employers. Use regional success stories and multi-jurisdiction support as proof points to accelerate multi-plan deployments; consider bundled offerings with Brightwell or WinTech to shorten buying cycles.

Actuarial Valuation Intelli-ACT and the dedicated DB actuarial valuation capability create a natural upsell path for defined benefit schemes and life insurers needing valuation tooling alongside admin systems. Propose bundled packages that pair actuarial valuation with pension administration, reducing vendor fragmentation for plan sponsors. Highlight the collaboration with Brightwell as a credibility signal for actuarial and valuation workflows.

Strategic Partnerships Strategic partnerships with Brightwell Payments, Onfido, and WinTech unlock end-to-end modernization: identity verification, digital settlements, and payment modernization. Leverage these alliances in joint GTM campaigns to win clients looking for seamless admin-to-valuation-to-payment flows. Position Procentia as the integration layer that reduces risk and accelerates implementation for large schemes.

New Leadership Leadership change with a new CEO starting in September 2026 presents an opportunity to refresh the growth narrative and accelerate sales motion. Align messaging around a clear product roadmap and regional expansion, and proactively reach out to existing clients about upcoming capabilities and migration paths. Use leadership transition as a signal of renewed investment in customer success and modern pension technology.

Industry Credibility Procentia’s award-winning track record and industry recognition provide a strong differentiator in RFPs and competitive bids. Highlight accolades such as recent technology and pension awards in outreach, case studies, and proposals to build trust with trustees and sponsors. Pair awards with customer success stories, showing tangible outcomes in administration efficiency, member experience, and cost control.