HSBC Wealth Distribution Battle Card

🚀 Battle Card: HSBC

• Jeff Papa, U.S. Head of Distribution for Wealth, Premier and Private Banking

• Driving client growth across international wealth and premier segments is a top priority. This HSBC sales trigger shows a major push to scale advisory coverage and capture high-net-worth referrals. → Source

• Scaling distribution channels to support affluent and private banking clients nationwide

• Aligning sales ops with an end-to-end wealth management strategy

• Primary: Unified Wealth Distribution Platform → Accelerate adviser productivity and cross-sell opportunities

• Expansion: Client Lifecycle CRM Integration → 360° client view for upsell in premier and private banking

• HQ: New York, NY

• Employees: ≈ 200 000

• Rev: ≈ $50 B

• Website: [about.us.hsbc.com](https://www.about.us.hsbc.com/)

🤼 Competitive Intel

• Salesforce — CRM / Wealth
• Unique edge: Customizable advisory dashboards
• Evaluated by Jeff Papa for seamless client onboarding

• Temenos — Core Banking / Wealth
• Unique edge: Modular, API-first architecture
• Evaluated by CIO for integration speed

• Avaloq — Wealth Management Platform
• Unique edge: Rich portfolio management tools
• Evaluated by VP Ops for scalability

• FIS — Wealth & Retirement Solutions
• Unique edge: Comprehensive back-office automation
• Evaluated by Head of Ops for cost efficiency

• Microsoft Dynamics — CRM / ERP
• Unique edge: Native Office 365 integration
• Evaluated by Dir. Finance for user adoption

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑NewsletterForLeads❑
OFFER_BRIEF   = ❑Unified Wealth Distribution Platform❑
PROOF_METRIC  = ❑20% uplift in adviser productivity❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jeff
COMPANY     = HSBC
DEPT        = Distribution
SIZE        = ≈ 50
BOTTLENECK  = scaling distribution channels
EVENT       = Head of Distribution Hire
DETAIL      = Jeff Papa appointment
PAIN        = aligning sales ops with wealth management strategy
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001551537&div=41152219
SIM_CO      = J.P. Morgan Chase
WIN_METRIC  = 20% growth in client referrals
NEXT_SIZE   = ≈ 100
EMP_EST     = ≈ 200000
REV_EST     = ≈ $50 B

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 50-person Distribution

Jeff—noticed your Distribution team is ≈ 50.

That’s when scaling distribution channels slows growth.

We helped J.P. Morgan Chase fix this with Unified Wealth Distribution Platform.

Result: 20% growth in client referrals.  
Quick call?

PS—next bottleneck hits ≈ 100.

DM ≤45 words, TONE:
Saw your post about Jeff Papa appointment — aligning sales ops with wealth management strategy.  
Unified Wealth Distribution Platform. 20% uplift in adviser productivity.  
Quick chat?