Strategic Partnerships RCH has established partnerships with major financial firms like Fidelity and Vanguard to create the Portability Services Network, indicating potential collaboration opportunities for cross-selling services to their client bases.

Data Breach Solutions The data breach incident highlights a need for enhanced data security solutions in the financial services sector, presenting a sales opportunity for RCH to offer data protection services to companies looking to safeguard sensitive information.

Tech Integration With a tech stack encompassing HubSpot, Salesforce, and Atlassian, RCH showcases a tech-savvy approach that can appeal to companies seeking innovative solutions, providing an opportunity to offer tech integration services or consulting.

Employee Fiduciary Focus RCH's focus on employee retirement readiness and consolidation of retirement savings presents an opportunity to engage with companies prioritizing employee financial wellness, offering tailored solutions to enhance employee benefits programs.

Public Policy Consultation The appointment of an Executive Vice President of Public Policy signifies RCH's commitment to regulatory compliance and industry advocacy, opening doors for consultative sales engagements with firms aiming to navigate complex regulatory landscapes.