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PDI Technologies

Retail payment, loyalty, shopper insights

Overview

PDI Technologies provides payment solutions, loyalty programs, and shopper insights tailored for retail and convenience sectors, including petroleum wholesale. It offers software and related services that help businesses process payments, run loyalty initiatives, and analyze shopper data to improve engagement. The product suite works by integrating payment processing with loyalty and data analytics, enabling clients to manage customer programs, track transactions, and extract insights while ensuring data security. The company differentiates itself through deep industry specialization, more than four decades of experience, and a large, diverse client base (over 1,500 companies) in retail, convenience, and petroleum wholesale, which enables more precise, sector-specific solutions. Its goal is to help clients streamline operations, boost profitability, and grow customer loyalty by leveraging data-driven decisions and secure, integrated technology.

Significant Headcount Growth

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About PDI Technologies

Simplify's Rating
Why PDI Technologies is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareFintechCybersecurity

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Alpharetta, GA

Founded

1983

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Simplify's take

What believers are saying

  • September 2026 AI Prompt Protection directly targets shadow AI, a growing enterprise budget line.
  • October 2026 NACS Show showcased PDIQ, PDI Engagement, and Managed Network Secure Edge.
  • August 2026 Connections Live drew 1,100 attendees, signaling strong customer pull and cross-sell momentum.

What critics are saying

  • Jackson v. PDI Technologies Inc. remains active in Texas Northern District since 2023.
  • PDIQ, MyPDI, and new security products crowd the portfolio and confuse buyers by 2027.
  • NCR, Verifone, and point-solution vendors attack PDI's core convenience stack; customer defection threatens platform relevance.

What makes PDI Technologies unique

  • PDIQ embeds AI inside ERP, POS, loyalty, and security workflows, not standalone copilots.
  • PDI processes over one trillion traffic logs quarterly, giving rare operational telemetry depth.
  • Its convenience and petroleum stack spans payments, loyalty, wholesale, and cybersecurity globally.

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Benefits

  • Flexible Work Hours
  • Unlimited Paid Time Off
  • Professional Development Budget

Growth & Insights and Company News

6 month growth

0%

1 year growth

7%

2 year growth

7%
MSSP Alert
Nov 6th, 2026
Strategies to scale your MSSP without adding headcount.

Strategies to scale your MSSP without adding headcount. November 6, 2026 For many MSSPs, it's a challenge to build businesses that can handle more customers, deliver better security and generate more revenue without adding employees at the same pace. It's a hot topic in the industry and a major focus of MSSP Alert Live 2026, a free virtual event taking place Nov. 17-18. Throughout the two-day online conference, industry leaders will share practical strategies for breaking the cycle of hiring to meet demand and build more profitable security businesses. To get some additional perspective in preparation for the event, MSSP Alert spoke with previous MSSP Alert Top 250 honoree PDI Technologies and its Senior VP and GM of Security & Network Solutions, Ameer Karim. Revenue is growing. But is your business getting healthier? For MSSPs, growth can be a double-edged sword. More customers bring more revenue, but they also bring more endpoints to protect, more alerts to investigate and more pressure on security teams. That's why Karim believes MSSPs need to think about scalability long before they reach capacity. "Because our customers at PDI are large organizations with many distributed locations, we design for scale from the start," Karim said. "Our solutions are built to onboard and support thousands of new locations quickly, without affecting the tens of thousands that already depend on us." But supporting more customers is only part of the equation. MSSPs also need to make sure growth isn't coming at the expense of service quality. It's entirely possible for revenue to climb while response times get longer, analysts become overwhelmed and customers grow less satisfied. On paper, the business looks successful. Behind the scenes, the cracks will start to show. Karim recommends looking beyond revenue and focusing on three indicators of sustainable growth: service delivery KPIs and their trends, continued investment in research and development, and customer outcomes such as retention. "Too many MSSPs skip past these and measure health by revenue growth instead, but revenue is a lagging indicator because it can keep climbing while service quality slips and capabilities fall behind," he said. The takeaway for MSSP leaders is simple: Growth isn't just about how many new customers you can bring in. It's about how well you can support them, keep existing customers happy and continue improving your services without overwhelming your team. Stop hiring your way around broken processes. As an MSSP grows, so does the workload. More clients mean more security alerts, more investigations and more demands on technical staff. Eventually, hiring additional analysts or engineers can seem like the only way to keep up. But before adding headcount, MSSPs should take a closer look at what is slowing down output. "Avoiding bottlenecks starts with planning, standardization, and automation, not simply adding resources," Karim said. At PDI, that means building services that can support thousands of additional customer locations without disrupting existing operations. Rather than relying on employees to handle every new requirement, the company focuses on creating processes and systems that can adapt as demand increases. "A next-generation MSSP is built so that when a known condition occurs, the service already knows how to adapt," Karim said. For other MSSPs, there are opportunities to apply the same thinking to everyday operations. Customer onboarding, routine investigations, configuration changes and responses to common security events are all areas where standardized workflows and automation can reduce manual effort. The key is identifying which activities genuinely require human expertise and which can be handled more efficiently through technology and established processes. Hiring will always be part of growing a security business. But MSSPs that address operational inefficiencies before expanding their teams will be in a better position to control costs, maintain service quality and support more customers without a corresponding increase in headcount. Let AI do the heavy lifting, not the thinking. AI and automation can help MSSPs support more customers without adding headcount. But automating more tasks doesn't automatically translate into better security or greater efficiency. At PDI, automation helps threat hunters identify critical events faster, SOC analysts investigate and respond more efficiently and engineers improve detection performance. "We use automation and AI to strengthen our experts, not replace them. It handles the work that slows experts down, so they can focus on the judgment calls automation can't make," Karim said. But automation can become a liability when it applies the same rules and responses to every customer. Karim points to PDI's experience protecting fuel stations and automotive dealerships. "Heavy network traffic at 2 a.m. is normal for a station that never closes. At a dealership that locked its doors hours earlier, it's a red flag," he said. "If your automation can't tell the difference, you're relying on it too much." MSSPs need automated workflows that account for customer-specific operating hours, network behavior and business risks. Standardization supports scalability, but it shouldn't compromise threat detection. They should also track whether automation is improving response times, reducing unnecessary escalations and increasing analyst capacity without sacrificing service quality. The goal isn't to eliminate human involvement. It's to make better use of human expertise while creating room to grow. The next generation of MSSPs will be built differently. As AI becomes standard in managed security, simply adopting the technology won't be enough to stand out. The competitive advantage will come from how effectively MSSPs use it to improve efficiency, service quality and profitability. "The winners will be the ones that designed their services around it from day one, not the ones bolting it onto processes built around headcount," Karim said. For new MSSPs, that means building scalability into their services from the start, with automated workflows and repeatable processes that can accommodate growth without continually adding staff. For established MSSPs, the challenge is identifying inefficient workflows, automating repetitive tasks and modernizing services that depend on manual effort. In either case, the goal is the same: Build a business where revenue can grow faster than staffing costs without sacrificing the quality of protection customers expect. Sometimes the best way to move forward is to step away. Running an MSSP doesn't leave much time to think about the bigger picture. Between supporting customers, responding to threats, managing employees and growing the business, it's easy to get caught up in day-to-day operations. "Running an MSSP keeps you in the weeds, so events like MSSP Alert Live are one of the few chances to step back, look at the bigger picture, and see where best practices are heading, how customer expectations are changing, and where the industry is moving," he said. Of course, growing an MSSP will sometimes require hiring more people. Running a lean operation is one thing, but stretching employees too thin can compromise service quality, increase burnout and create security risks. The goal isn't to build the smallest possible team. It's to build a business where people, processes and technology work together to support sustainable growth. MSSPs that get that balance right will grow their revenue for years to come. Want to learn how leading MSSPs are using AI, automation and advanced security services to reduce customer risk and drive profitable growth? Join MSSP Alert for MSSP Alert Live, Nov. 17-18, a free virtual conference featuring practical strategies for scaling security operations and expanding services. Jonathan Browning is the executive director of content and engagement for The ChannelPro Network. He has been a leader in the IT channel for close to a decade. He's an avid fan and early adopter of technology. He believes that the Managed Services industry is the most important driver of economic growth and human innovation in today's world.

PDI Technologies
Oct 1st, 2026
PDI brings the connected convenience ecosystem to NACS Show 2026.

PDI brings the connected convenience ecosystem to NACS Show 2026. by PDI Technologies Discover how AI, automation, and connected workflows are helping fuel and convenience businesses improve performance and drive growth ATLANTA, GEORGIA, October 1, 2026 - At Booth C5936 during NACS Show 2026, PDI Technologies will demonstrate how convenience retailers, petroleum wholesalers, commercial fueling operators, and consumer brands can improve visibility, simplify operations, strengthen resilience, and drive growth through connected technologies, embedded intelligence, and AI-powered workflows. Building on the momentum of PDI's Connections Live 2026, NACS Show attendees can experience these innovations firsthand through demonstrations across the PDI portfolio. "NACS gives us an opportunity to connect directly with customers and discuss the priorities shaping their businesses," said Melissa Willis, SVP, Marketing, at PDI Technologies. "Whether they're focused on deepening customer loyalty, protecting their organizations, modernizing operations, or adopting AI, we're excited to show how PDI can help them achieve their goals." From October 7-9 during the Expo at NACS Show 2026 in Las Vegas, Nevada, attendees visiting the PDI Booth C5936 can explore solutions that help businesses: * Put industry-specific AI to work faster with PDIQ and MyPDI, bringing intelligence, automation, and insights into data, workflows, and solutions customers already use * Gain greater visibility and efficiency across wholesale operations with PDI Wholesale Petroleum Management * Strengthen cybersecurity, protect networks, and adopt AI with confidence through new offerings like PDI Managed Network Secure Edge, AI Prompt Protection, and Unified Defense System (in beta) * Grow customer loyalty and recurring revenue with PDI Subscriptions and PDI Engagement, the industry's end-to-end loyalty and payments solution * Simplify back-office, loyalty, and tobacco program management for independent operators with PDI Essentials * Discover additional innovations across Point-of-Sale (POS), Commercial & Industrial fueling, Electronic Shelf Labels (ESL), retail site management, and more, all connected through the PDI ecosystem. PDI will also participate in the NACS Show education program through "Agentic AI for Around the Clock Retail," featuring Jeff Hassman, GM of AI Solutions at PDI Technologies, and Rick Rigby, CTO of Atlantis Management Group. The session will highlight how AI can help retailers identify issues and opportunities earlier, enabling smarter, faster decision-making across pricing, promotions, forecasting, and financial performance. NACS attendees are encouraged to schedule time with a PDI solutions expert and visit Booth C5936 to explore the technologies helping shape the future of convenience retail. To learn more and schedule a meeting, visit pditechnologies.com/events/nacs-show-2026. About PDI Technologies PDI Technologies, Inc. provides solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By "Connecting Convenience" across the globe, PDI helps businesses modernize operations and converge systems to increase productivity and engage customers faster. Now with PDIQ, PDI is embedding AI into trusted workflows so teams can work smarter, make better decisions, and accelerate innovation. From large-scale ERP and logistics to loyalty, payments, and cybersecurity, PDI delivers the intelligence needed to win in a rapidly changing world. Visit pditechnologies.com.

PDI Technologies
Sep 22nd, 2026
PDI expands security services to combat shadow AI with AI Prompt Protection.

PDI expands security services to combat shadow AI with AI Prompt Protection. by PDI Security and Network Solutions New AI security offering helps organizations uncover shadow AI and protect AI usage across their workforce ATLANTA, GEORGIA, September 22, 2026 (GlobeNewswire) - PDI Technologies, a leading provider of managed security and network services, today announced PDI Managed AI Prompt Protection. The new AI security service is available globally to help organizations discover, govern, and protect AI usage across their workforce with visibility, security, and real-time control, including for the unmanaged use of AI tools such as ChatGPT, Gemini, Claude, Cursor, and many other custom LLMs. While organizations often know which AI tools they've approved, far fewer know which tools employees actually use, what information they share, or whether they use AI responsibly. As AI adoption accelerates, that visibility gap is fueling a growing shadow AI challenge and becoming a serious business risk. According to IBM's Cost of a Data Breach Report 2026, shadow AI's share of security incidents more than doubled to 43% this year, and those incidents now average $5.39 million in breach costs. Tom Jackson, Vice President of Information Technology at Beck Suppliers, Inc., one of Ohio's leading independent fuel suppliers and convenience retail operators, said, "AI is unlocking new opportunities across our business, enabling greater efficiency, innovation, and decision-making. At the same time, the rapid adoption of AI technologies introduces important governance, security, and compliance considerations. To maximize the benefits of AI while protecting sensitive information, we need greater visibility into how these tools are being used across the organization." PDI Managed AI Prompt Protection helps organizations: * Discover shadow AI and gain visibility into more than 15,000 AI services used across the workforce, creating a single source of truth for AI activity. * Protect and redact sensitive information in real-time before customer data, payment information, intellectual property, and other business-critical assets reach external AI platforms. * Guide employees toward safer AI usage through in-the-moment coaching to reinforce responsible AI practices. "Organizations are rapidly adopting AI to boost productivity, accelerate decision-making, and achieve better business outcomes," said Ameer Karim, Senior Vice President & General Manager, Security & Network Solutions, PDI Technologies. "At the same time, AI creates new blind spots for security teams. PDI Managed AI Prompt Protection helps organizations gain the visibility, control, and managed expertise needed to enable secure AI adoption at scale." PDI Managed AI Prompt Protection is the latest addition to the PDI Security & Network Solutions portfolio and reflects its continued investment in helping organizations address emerging AI security, cybersecurity, and networking challenges. Through an ecosystem of proven technologies, strategic industry relationships, and managed expertise, PDI helps organizations drive compliance and secure always-on, complex operating environments, including branded oil, convenience fuel and retail, quick-service restaurants (QSRs), specialty retail, automotive, and other distributed enterprises. Connect with PDI to learn how PDI Managed AI Prompt Protection helps organizations strengthen AI governance, improve visibility, and reduce risk, and to explore other innovations from PDI Security & Network Solutions. Security leaders, IT decision-makers, and teams responsible for AI governance and risk management can also register for PDI's upcoming webinar, "Secure Employee AI Usage Without Compromising Productivity," featuring cybersecurity experts from PDI and SentinelOne, on Wednesday, September 30, 2026. Registration details are available online. About PDI Security and Network Solutions With over 25 years of cybersecurity expertise, PDI Security and Network Solutions is redefining managed security through intelligent unification and protection. PDI delivers fully managed security and network services through 24/7/365 Security Operations Centers (SOCs), Network Operations Centers (NOCs), and AI-powered insights via the PDI Cybersecurity Platform. PDI processes more than 1 trillion traffic logs quarterly and safeguards over $1 trillion in retail transactions annually. About PDI Technologies PDI Technologies, Inc. provides solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By "Connecting Convenience" across the globe, PDI helps businesses modernize operations and converge systems to increase productivity and engage customers faster. Now with PDIQ, PDI is embedding AI into trusted workflows so teams can work smarter, make better decisions, and accelerate innovation. From large-scale ERP and logistics to loyalty, payments, and cybersecurity, PDI delivers the intelligence needed to win in a rapidly changing world. Visit pditechnologies.com.

GlobeNewswire
Sep 4th, 2026
Enabling smarter operations across Latin America's fuel and convenience industry with PDI Technologies.

Enabling smarter operations across Latin America's fuel and convenience industry with PDI Technologies. At ExpoPostos & Conveniência 2026, PDI showcases connected solutions for retailers navigating a rapidly evolving market. September 04, 2026 10:00 ET | Source: PDI Technologies SÃO PAULO, Sept. 04, 2026 (GLOBE NEWSWIRE) - As ExpoPostos & Conveniência 2026 opens next week, PDI Technologies, a global leader enabling smarter operations across the convenience retail and energy sectors, will showcase connected technologies for fuel distributors, retailers, convenience operators, and foodservice businesses as they navigate change and drive performance in Latin American markets. ExpoPostos takes place September 8-10, 2026, at São Paulo Expo. Attendees can visit Stand Q24 in Hall 5 to learn how PDI enables businesses to connect their data, streamline operations, and respond more effectively to changing market conditions. Building on more than two decades of experience in the country, PDI has supported some of Brazil's largest fuel distributors and retailers through an evolving energy and retail landscape. "Latin America remains one of the most dynamic markets for fuel and convenience retail, with Brazil as a continental leader in terms of fuel sales and number of service stations nationwide," said Luis DeMontes, a PDI Technologies vice president who serves the LATAM region. "Businesses throughout the region are looking for technology that helps them adapt to change, and AI is creating new opportunities to turn their own trusted data into insights that support informed business decisions." PDI also will participate in the event's educational program with a 50-minute session on Tuesday, September 8, at 5:00 pm local time. In the "Fuel Pricing: Execute Your Own Pricing Strategy with Speed and Precision" session, PDI experts will explore market trends, operational innovation, and fuel pricing technology. "At PDI, we support customers navigating regional complexity with solutions for logistics, pricing, loyalty, back-office management, point-of-sale (POS) operations, and security," said Melina Puma, who supports customer success for PDI Technologies in the LATAM region. "Drawing on decades of experience in Brazil, these solutions give retailers greater visibility into market conditions so they can respond more quickly to change and make informed decisions for their businesses." ExpoPostos attendees can discover how PDI supports fuel and convenience retailers throughout Latin America by visiting PDI Technologies in Stand Q24 in Hall 5. To learn more about innovative solutions for the global convenience and fuel industry, visit pditechnologies.com. About PDI Technologies PDI Technologies, Inc. provides solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. With operations across the Americas, EMEA, and APAC, PDI supports more than 200,000 customers in over 60 countries. PDI is "Connecting Convenience" by helping businesses modernize and converge to increase productivity and engage customers faster. Now with PDIQ, PDI is embedding AI into trusted workflows so teams can work smarter, make better decisions, and accelerate innovation. From large-scale ERP and logistics to loyalty, payments, and cybersecurity, PDI delivers the intelligence needed to win in a rapidly changing world. Visit pditechnologies.com.

AdAction
Aug 28th, 2026
AdAction partners with PDI Technologies to bring advertiser-funded gaming to convenience loyalty.

AdAction partners with PDI Technologies to bring advertiser-funded gaming to convenience loyalty. * August 28, 2026 AdAction is proud to announce its partnership with PDI Technologies, a leading provider of technology for the convenience retail and petroleum wholesale ecosystem, spanning ERP, logistics, payments, and loyalty. "Convenience operators have been funding loyalty rewards out of their own margin for years. This partnership changes where that funding comes from. By bringing AdGem Play(TM) into the loyalty programs PDI powers, operators can give members a new way to earn, on the days between fill-ups, without issuing another point out of margin." Mariah Marmol, Sr Director of Business Development Alongside the partnership, AdAction is opening the AdGem Play(TM) Early Adopters Program to a limited group of convenience retail operators. Bringing advertiser-funded rewards to convenience loyalty. AdGem Play(TM) is a mobile gaming arcade that embeds directly into an existing loyalty app. Members play third-party mobile games they already enjoy. Advertisers fund the rewards. Operators earn engagement and incremental value without adding points liability to the balance sheet. Integrated with the loyalty infrastructure PDI provides, this gives convenience retailers a new earning mechanic inside an environment they already own, without building a new monetization model from scratch. The rising cost of a loyalty point. For most convenience programs, rewards are issued out of margin. That model works when transactions are frequent and fuel volume is predictable. It gets expensive the moment either assumption slips. Two things came up constantly in conversations with operators at PDI Connections Live in Grapevine this August: * Rewards are getting expensive. Points issued out of margin hold up right until you need engagement on the days nobody is buying fuel. * Loyalty apps get treated as payment tools. Members open the app at the pump and close it in the parking lot. Between visits, the program goes quiet. AdGem Play(TM) was built for the space between those transactions. Engagement on the days between visits. A convenience loyalty program competes for attention against every app on a shopper's phone. Mobile games win a meaningful share of that attention already. Rather than treating that as competition, AdGem Play(TM) turns it into an earning channel. A member opens the loyalty app, plays a game from the arcade, and earns program currency funded by the advertiser behind that game. The operator does not absorb the cost of the reward. The member gets a reason to open the app on a day they were not going to buy anything. That changes the shape of the program. Loyalty stops being a transaction receipt and starts being a place members return to. Inside the Early Adopters Program. The Early Adopters Program is intentionally small. AdAction is selecting a limited group of convenience operators to launch with, and working closely with each one on configuration, reward economics, and member experience. Early adopters get: * Direct implementation support from the AdAction team * Input into the convenience store roadmap * Early access to performance benchmarks across participating programs * Preferred terms for the initial launch period The program is open to operators running loyalty on PDI infrastructure. Why this matters now. Convenience retail is under real margin pressure, and loyalty is one of the few owned channels with room left in it. Most programs are still measured only on retention and basket size. The more interesting question is whether the program can carry part of its own cost. Advertiser-funded engagement is one answer. It does not require rebuilding the program, changing the earn structure members already understand, or asking operators to spend more to get more attention. Expanding what convenience loyalty can deliver. PDI has spent years building the systems convenience retailers run on, from the back office to the loyalty program. AdAction brings a differentiated monetization layer to that ecosystem through advertiser-funded gaming experiences. Together, AdAction Interactive LLC is expanding what a convenience loyalty program can do: * For operators, a new source of funded rewards and engagement between transactions * For members, more ways to earn without spending more * For the category, a loyalty model that does not depend entirely on margin AdGem Play(TM) is built in the United States, and AdAction Interactive LLC is intentional about the operators AdAction Interactive LLC build it with. Interested in bringing advertiser-funded gaming to your loyalty program? Contact AdAction to learn about the AdGem Play(TM) Early Adopters Program.

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