Insights
Explore our blog for expert insights and updates on boosting sales for finance & consulting firms via AI-powered deal prompts.
In a capital-heavy, people-driven industry, your network is your highest-performing asset class. Real estate is an industry built on location, capital, and timing. But in today’s environment—where deal cycles are ...
In a world of fragmented audiences, fast-paced M&A, and global client demands, your network is your moat—and your multiplier. The modern media conglomerate is no longer just a collection of ...
Why the smartest asset managers are now optimizing their relationships—not just their portfolios. For decades, alpha in asset management came from information advantage, research depth, and execution speed. But in ...
By unlocking the full value of their people, alumni, and client networks, investment banks can turn fragmented relationships into a competitive advantage. In investment banking, the firms that move fastest—from ...
Top consulting firms win on expertise, trust, and relationships—not just on frameworks and PowerPoint decks. But in a world where clients have ChatGPT for instant insights and strategic action, and ...
The increasingly crowded space of Private equity, private credit, venture capital, and alternative asset managers aren’t just competing on capital anymore—they’re competing on speed, relationships, and information flow. The best ...
In the legal industry, relationships are everything. The firms that win don’t just have the best lawyers—they have the strongest networks. But most law firms still use fragmented, old-fashioned methods ...
The Broken Promise of CRMs in Large Enterprises Big companies run on relationships. Deals close, partnerships form, and opportunities arise not because of data stored in a CRM, but because ...
Executive search is a relationship-driven business. The firms that win don’t just have the best database of candidates—they have the strongest networks and deepest connections to decision-makers. Yet, most executive ...
Universities spend billions building world-class academic programs, attracting top-tier students, and nurturing lifelong alumni relationships. But when it comes to leveraging their alumni networks for real impact, most schools are ...
For Series A startups in B2B enterprise, the next phase of growth is all about scale. You’ve built a product, proven early traction, and secured your first customers. Now, you ...
Every company wants an edge. A way to win more deals, hire faster, and outmaneuver the competition. They invest in CRMs and marketing automation—chasing better pipelines and more efficient workflows. ...
When two companies merge, it’s not just financials that need integration—it’s people. Bringing together hundreds or thousands of professionals with different org structures, cultures, and customer relationships isn’t just an ...
AI & Data Readiness Assessment AI is transforming industries at an unprecedented pace. Companies know this, investors bet on it, and enterprises are racing to integrate it. But there’s one ...
The modern finance professional, whether in investment banking, venture capital, or private equity, is no longer flying blind. AI and automation have changed the game.Gone are the days when semi-private, ...
Redefining How Deals Are Discovered Investment banks increasingly rely on artificial intelligence to spot potential transactions before they appear on competitors’ radars. By crunching vast data sets (from financial statements ...
Turning Season’s Greetings into Opportunities As the end of the year approaches, it brings a unique opportunity to strengthen professional relationships and set the foundation for future success. The festive ...
In today’s dynamic business landscape, nurturing your existing network is more crucial than ever. While some industries emphasize forging new relationships, others thrive by collaborating with familiar faces. Regardless of ...
Over the past decade, the landscape of B2B enterprise selling has transformed dramatically. Remember when cold calls and unsolicited emails were the bread and butter of sales teams? Those days ...
In the world of finance, relationships are the real currency. A significant majority of deals are closed through personal connections—and it’s no coincidence. But let’s be clear: building these relationships ...
Financial institutions thrive on data – understanding market trends, consumer behavior, and the intricacies of regulatory compliance. But as these data streams burgeon, how does one effectively harness this deluge ...
The ongoing battle over Return to Office (RTO) policies is not just a matter of employees and employers disagreeing over where people should work—it’s a question of how businesses can ...
Missed opportunities in the finance sector can reverberate through an individual’s career, often with significant and long-lasting consequences. In an industry where the stakes are high and the competition is ...
