Security Trust Recent data security issues linked to Salesforce and Drift raise buyer concerns about vendor data protection. Position OneDigital as SOC 2 compliant with robust data handling and incident response, and target mid-sized firms prioritizing data protection with security assessments and privacy controls.

Pooled Plans News of Ascensus and The Standard expanding pooled employer plans with OneDigital signals growing demand for defined contribution plan services among mid-sized employers. Target Pittsburgh-area firms with plan design, fiduciary oversight, and retirement program management.

Mid-market Focus The Pittsburgh office specializes in benefits, payroll, compliance, TPA and welfare administration for owners and HR professionals of mid-sized companies. This presents cross-sell opportunities to offer bundled HR outsourcing, benefits administration, and payroll integration to local firms seeking to streamline operations.

Leadership Growth Executive promotions to President and COO indicate strategic scaling. Use this momentum to engage C-suite sponsors for tailored HR, benefits, and retirement solutions designed to support workforce planning and growth.

Tech Edge The tech stack includes QuickBooks Desktop, Alteryx and Microsoft 365, enabling data-driven HR and payroll workflows. Highlight capabilities for seamless integrations, analytics, and security-aligned processes to improve efficiency and compliance for client firms.