Equitable Holdings New CLO Sales Trigger
Equitable Holdings taps Kurt Meyers as CLO. Spot their compliance and contract bottlenecks. Pitch your legal ops and CLM to accelerate deal flow and close fast.
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🚀 Battle Card: Equitable Holdings, Inc.
Quick trigger:
👤 Decision Maker in the News
- Kurt Meyers, Chief Legal Officer and Corporate Secretary
💡 Why It Matters
- Elevating legal leadership signals a strategic push to strengthen compliance, regulatory navigation and enterprise risk mitigation across a $1T AUM portfolio. → Source
🎯 Core Pain Point
- Complex regulatory environment risking slow decision cycles and increased compliance costs
- Fragmented legal operations leading to bottlenecks in contract management and governance
💰 What to Pitch
- Primary: Legal & Compliance Platform → Centralized dashboard for real-time risk tracking and audit readiness
- Expansion: Contract Lifecycle Automation → Accelerated turnaround and reduced manual errors
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 10,000
- Rev: ≈ $7 B
🤼 Competitive Intel
Which other vendors you’ll probably face to win Equitable Holdings’ business.
- Thomson Reuters — Regulatory Intelligence / Compliance
- Unique edge: Deep legal database with integrated risk analytics
- Evaluated by CLO for comprehensive global regulation coverage
- Diligent — Corporate Governance / Board Management
- Unique edge: Secure board portal & governance workflow
- Evaluated by Corporate Secretary for seamless collaboration
- Mitratech — Legal Ops / Compliance Management
- Unique edge: End-to-end matter management and policy compliance
- Evaluated by head of legal ops for process standardization
- LexisNexis — Legal Research / Risk Solutions
- Unique edge: Advanced AI-driven research and due diligence
- Evaluated by legal teams for fast case law insights
- Onit — Legal Workflow Automation
- Unique edge: Flexible no-code workflow builder
- Evaluated by IT & legal for integration with existing systems
✅ Do-Now Checklist
Connect with Kurt Meyers (CLO) on LinkedIn and mention this Equitable Holdings, Inc. sales trigger
Generate email + DM with the Copy-My-Prompt block (Step 7) and tie in the Equitable Holdings, Inc. sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of every Equitable Holdings, Inc. sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑centralized legal ops platform❑
PROOF_METRIC = ❑30% faster contract turnaround❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Kurt
COMPANY = Equitable Holdings, Inc.
DEPT = Legal
SIZE = ≈ 60
BOTTLENECK = fragmented legal operations
EVENT = CLO appointment
DETAIL = appointment as CLO
PAIN = managing regulatory complexity
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007494259&div=41152219
SIM_CO = Prudential
WIN_METRIC = 30% faster legal cycles
NEXT_SIZE = ≈ 150
EMP_EST = ≈ 10,000
REV_EST = ≈ $7B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 60-person Legal
Kurt—noticed your Legal team is ≈ 60.
That’s when fragmented legal operations slows growth.
We helped Prudential fix this with centralized legal ops platform.
Result: 30% faster legal cycles.
Quick call?
PS—next bottleneck hits ≈ 150.
DM ≤45 words, TONE:
Saw your post about appointment as CLO — managing regulatory complexity.
centralized legal ops platform. 30% faster contract turnaround.
Quick chat?