Customer Owned Advantage Leverage Velliv’s customer-owned structure and strong emphasis on member value to position solutions that enhance client engagement, transparency, and governance reporting for a financial services partner ecosystem.

Satisfaction Leader Capitalise on their noted top customer satisfaction in 2025 to offer tools and services that sustain high NPS, such as enhanced customer insights platforms, service analytics, and personalized retirement planning journeys.

CIO Leadership Engage around investment strategy with their new CIO and recent leadership changes to propose modern portfolio analytics, risk monitoring, and ESG-focused investment platforms aligned with their strategic direction.

Mainframe Modernization Explore modernization and hybrid IT opportunities in collaboration with Kyndryl for mainframe operations, offering integration services, data modernization, and cloud-enabled pension services.

Growth Channels Identify expansion potential through partnerships and asset management opportunities, including property investments and technology partnerships, to diversify revenue streams and support scalable pension solutions.