Deal Flow Booster: Ameriprise Financial Battle Card

🚀 Battle Card: Ameriprise Financial

• Mike Lloyd, Financial Advisor · 🔗 [LinkedIn](https://www.linkedin.com/company/ameriprise-financial-services-inc-/)

• Shift to modern, integrated platforms is a critical lever for advisor recruitment and retention in wealth management. → Source

• Outdated advisory tech slowing advisor productivity and client engagement

• Fragmented client experience undermining satisfaction and referrals

• Primary: Unified Advisor Tech Suite → Streamline operations & boost client interactions

• Expansion: Advisor Community Network → Enhance peer support & drive referrals

• HQ: Minneapolis, MN

• Employees: ≈ 20,000

• Rev: ≈ $12B

• Website: [ameriprise.com](https://www.ameriprise.com/)

🤼 Competitive Intel

• Envestnet — Wealth Management Platform
• Unique edge: end-to-end integration of custodial and advisory tools
• Evaluated by Financial Advisors for investment solutions breadth

• Salesforce — CRM & Client Engagement
• Unique edge: customizable Financial Services Cloud
• Evaluated by VP Ops for seamless advisor-client workflows

• Morningstar — Investment Research & Analytics
• Unique edge: deep data and independent analysis
• Evaluated by CFO for due diligence and forecasting

• Addepar — Portfolio Management Software
• Unique edge: powerful data aggregation and reporting
• Evaluated by Directors for performance analytics

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Unified Advisor Tech Suite❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mike Lloyd
COMPANY     = Ameriprise Financial
DEPT        = Advisory
SIZE        = 10,000
BOTTLENECK  = outdated advisory tech
EVENT       = Integrated Technology and Elevated Client Experience Draws Advisor Team
DETAIL      = advisor team with $260M in assets
PAIN        = fragmented client experience
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251008775196&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 20,000
REV_EST     = ≈ $12B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 10,000-person Advisory

Mike Lloyd—noticed your Advisory team is ≈ 10,000.

That’s when outdated advisory tech slows growth.

We helped ≈ TBD fix this with Unified Advisor Tech Suite.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about advisor team with $260M in assets — fragmented client experience.  
Unified Advisor Tech Suite. ≈ TBD.  
Quick chat?```