Chatham Financial AI Sales Trigger Battle Card
Chatham Financial just named Mike Noonan MD of Execution & Analysis. Use this AI integration battle card to target decision-makers, pain points & competitors. Fuel your pipeline and close faster.
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🚀 Battle Card: Chatham Financial
Quick trigger:
👤 Decision Maker in the News
- Mike Noonan, Managing Director, Execution & Analysis · 🔗 [LinkedIn](https://www.linkedin.com/company/chatham-financial/)
💡 Why It Matters
- Integrating AI-driven solutions is top priority for a firm handling $1.5 T in transactions annually—this is a Chatham Financial sales trigger for your AI integration pitch. → Source
🎯 Core Pain Point
- Integrating AI-driven solutions with existing advisory offerings at scale
- Transitioning from a services-based model to SaaS for improved scalability
💰 What to Pitch (Capitalize on this Chatham Financial sales trigger)
- Primary: AI Integration Consulting Platform → Seamless integration and faster product launches
- Expansion: SaaS Migration Advisory Services → Improved scalability and recurring revenue
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 800
- Rev: ≈ $150 M
- Website: [https://cf.com](https://cf.com)
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Chatham Financial’s business.*
- BlackRock — Risk Management Platform
- Unique edge: Enterprise-grade portfolio and risk analytics (Aladdin)
- Evaluated by CFO & VP Ops for cross-asset coverage
- Numerix — Derivatives Analytics
- Unique edge: Real-time pricing and risk models
- Evaluated by Head of Trading & Risk for speed and accuracy
- Moody’s Analytics — Risk & Finance
- Unique edge: Historical data sets and scenario analysis
- Evaluated by CRO & CFO for regulatory compliance
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Need more Chatham Financial sales trigger intel?
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑AI integration consultancy for seamless advisory workflows❑
PROOF_METRIC = ❑Cut integration time by 50%❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
────────────────────────────
NAME = Mike
COMPANY = Chatham Financial
DEPT = Execution & Analysis
SIZE = ≈ 20
BOTTLENECK = Integrating AI-driven solutions at scale
EVENT = Mike Noonan's MD appointment
DETAIL = expanding AI-driven solutions
PAIN = Struggling to integrate AI tools seamlessly
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007878205&div=41152219
SIM_CO = Sentieo
WIN_METRIC = 50% faster integrations
NEXT_SIZE = ≈ 50
EMP_EST = ≈ 800
REV_EST = ≈ $150M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 20-person Execution & Analysis
Mike—noticed your Execution & Analysis team is ≈ 20.
That’s when Integrating AI-driven solutions at scale slows growth.
We helped Sentieo fix this with AI integration consultancy for seamless advisory workflows.
Result: 50% faster integrations.
Quick call?
PS—next bottleneck hits ≈ 50.
DM ≤45 words, TONE:
Saw your post about expanding AI-driven solutions — Struggling to integrate AI tools seamlessly.
AI integration consultancy for seamless advisory workflows. Cut integration time by 50%.
Quick chat?