Equitable Holdings New CLO Sales Trigger

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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

Website: [equitableholdings.com](https://equitableholdings.com/)

🤼 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. [Subscribe to NewsletterForLeads](https://newsletterforleads.com)

🧠 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?