Dispatch Sales Trigger: Daily Pipeline Intel

🚀 Battle Card: Dispatch

• Chris Cook, Head of Solutions and Security Engineering · 🔗 LinkedIn

• This Dispatch sales trigger underscores RIAs struggle with fragmented data silos that hinder client service and growth. → Source

• Excessive manual data transfers slowing down advisor workflows

• Security and integration gaps across tech stacks

• Primary: Data orchestration platform → Real-time data sync & activation

• Expansion: Advanced security engineering services → Strengthened risk posture & compliance

• HQ: New York, NY

• Employees: ≈ 60

• Rev: ≈ $8 M

• Website: dispatch.io

🤼 Competitive Intel

• Advent — Data Aggregation / Orchestration
• Unique edge: Deep RIA integrations with portfolio management
• Evaluated by Head of Engineering for scalability

• Envestnet — Wealth Management Platform
• Unique edge: Comprehensive advisor ecosystem
• Evaluated by VP Ops for ecosystem breadth

• Orion Advisor Services — Portfolio Accounting & CRM
• Unique edge: Unified back­office and client portal
• Evaluated by Dir. IT for end-to-end visibility

• Redtail Technology — CRM & Data Integration
• Unique edge: Advisor-centric CRM with open API
• Evaluated by Sales Ops for ease of integration

• SS&C — WealthTech Suite
• Unique edge: Enterprise compliance & reporting
• Evaluated by Security Engineering for controls depth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑real-time data orchestration platform❑
PROOF_METRIC  = ❑50% faster data sync❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Chris
COMPANY     = Dispatch
DEPT        = Solutions and Security Engineering
SIZE        = ≈ 4
BOTTLENECK  = fragmented data silos
EVENT       = Dispatch Appoints Chris Cook as Head of Solutions and Security Engineering
DETAIL      = Appoints Chris Cook as Head of Solutions and Security Engineering
PAIN        = Excessive manual data transfers slowing advisor workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250908895544&div=41152219
SIM_CO      = Mariner
WIN_METRIC  = ≈ 50% reduction in manual processes
NEXT_SIZE   = ≈ 10
EMP_EST     = ≈ 60
REV_EST     = ≈ $8M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 4-person Solutions and Security Engineering

Chris—noticed your Solutions and Security Engineering team is ≈ 4.

That’s when fragmented data silos slows growth.

We helped Mariner fix this with real-time data orchestration platform.

Result: ≈ 50% reduction in manual processes.  
Quick call?

PS—next bottleneck hits ≈ 10.

DM ≤45 words, TONE:
Saw your post about Appoints Chris Cook as Head of Solutions and Security Engineering — Excessive manual data transfers slowing advisor workflows.  
real-time data orchestration platform. 50% faster data sync.  
Quick chat?