Chatham Financial AI Sales Trigger Battle Card

🚀 Battle Card: Chatham Financial

• Mike Noonan, Managing Director, Execution & Analysis · 🔗 [LinkedIn](https://www.linkedin.com/company/chatham-financial/)

• 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

• Integrating AI-driven solutions with existing advisory offerings at scale

• Transitioning from a services-based model to SaaS for improved scalability

• Primary: AI Integration Consulting Platform → Seamless integration and faster product launches

• Expansion: SaaS Migration Advisory Services → Improved scalability and recurring revenue

• HQ: New York, NY

• Employees: ≈ 800

• Rev: ≈ $150 M

• Website: [https://cf.com](https://cf.com)

🤼 Competitive Intel

• 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

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❑

────────────────────────────
📌 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

────────────────────────
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?