Edelman Financial Engines Leadership Change: Sales Trigger

🚀 Battle Card: Edelman Financial Engines

• Ralph Haberli, Acting CEO · 🔗 [LinkedIn](https://www.linkedin.com/company/edelman-financial-engines/)

• A top-level reshuffle signals fresh strategic priorities and potential shifts in tech and advisory investments. → Source

• This Edelman Financial Engines sales trigger underscores potential shifts in technology spending.

• Aligning new leadership vision with existing operations and digital roadmap

• Scaling advisory services and enhancing client experience under fresh guidance

• Primary: Salesforce Financial Services Cloud → Seamless CRM integration for wealth management (Capitalize on this Edelman Financial Engines sales trigger with tailored demos)

• Expansion: Tableau Analytics for Financial Services → Data-driven insights for client segmentation and retention

• HQ: Boston, MA

• Employees: ≈ 1,600

• Rev: ≈ $500 M

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

🤼 Competitive Intel

• Salesforce — Financial Services Cloud
• Unique edge: Customizable CRM with wealth management templates
• Evaluated by VP Ops for integration capabilities

• Envestnet — Wealth Management Platform
• Unique edge: Comprehensive advisor desktop and data aggregation
• Evaluated by COO for tech-stack consolidation

• Orion Advisor Tech — Portfolio Accounting & Reporting
• Unique edge: Robust reporting and billing automation
• Evaluated by Dir. Finance for reporting efficiency

• Black Diamond — Performance Reporting Dashboards
• Unique edge: Client-facing interactive dashboards
• Evaluated by IT for enhanced client engagement

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Real-time Ops Alignment Platform❑
PROOF_METRIC  = ❑≈35% efficiency gain❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ralph
COMPANY     = Edelman Financial Engines
DEPT        = Ops & Supply Chain
SIZE        = ≈50
BOTTLENECK  = aligning new leadership vision with existing operations and digital roadmap
EVENT       = Senior Leadership Changes
DETAIL      = Announces Senior Leadership Changes
PAIN        = aligning new leadership vision with existing operations and digital roadmap
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014551594&div=41152219
SIM_CO      = Fidelity Investments
WIN_METRIC  = ≈25% faster onboarding
NEXT_SIZE   = ≈100
EMP_EST     = ≈1,600
REV_EST     = ≈ $500M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈50-person Ops & Supply Chain

Ralph—noticed your Ops & Supply Chain team is ≈50.

That’s when aligning new leadership vision with existing operations and digital roadmap slows growth.

We helped Fidelity Investments fix this with Real-time Ops Alignment Platform.

Result: ≈25% faster onboarding.  
Quick call?

PS—next bottleneck hits ≈100.

DM ≤45 words, TONE:
Saw your post about Announces Senior Leadership Changes — aligning new leadership vision with existing operations and digital roadmap.  
Real-time Ops Alignment Platform. ≈35% efficiency gain.  
Quick chat?