Battle Card: Insigneo’s Texas Onboarding Trigger
Insigneo just hired Mayobanex Martinez in Texas. Pitch onboarding automation and regional support services. Fast-track advisor ramp-up. Close more deals.
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Do not index
Do not index
🚀 Battle Card: Insigneo
Quick trigger: Appointment of Mayobanex Martinez as Senior Relationship Manager (≈ 2025)
👤 Decision Maker in the News
- Mayobanex Martinez, Senior Relationship Manager · 🔗 LinkedIn
💡 Why It Matters
- Expanding Texas footprint means capturing key wealth advisors in Houston and Northern Cone markets to grow assets under management. → Source
This Insigneo sales trigger signals they need localized advisor enablement.
🎯 Core Pain Point
- Streamlining advisor onboarding across new regional teams
- Integrating wealth tech with global custodians
💰 What to Pitch
- Primary: Onboarding Automation Platform → Accelerates advisor ramp-up by 30%
- Expansion: Dedicated Regional Support Services → Deepens client relationships and retention
🗺️ Quick Context
- HQ: Miami, FL
- Employees: ≈ 400
- Rev: ≈ $90 M
- Website: insigneo.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Insigneo’s business.*
- Orion Advisor Services — Advisor CRM & Reporting
- Unique edge: Customizable reporting suite
- Evaluated by Head of RM for data transparency
- Envestnet — Wealth Management Platform
- Unique edge: Deep integration with custodial partners
- Evaluated by Client Experience for scale
- Tamarac (by Envestnet) — RMS & Portfolio Management
- Unique edge: Seamless CRM-to-portfolio workflows
- Evaluated by IT for ease of deployment
- AdvisorEngine — Digital Wealth Platform
- Unique edge: White-label mobile experiences
- Evaluated by Head of Client Experience for end-client UX
✅ Do-Now Checklist
Connect with Mayobanex Martinez on LinkedIn (link above)
Craft first touch using this Insigneo sales trigger: highlight regional onboarding needs
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Onboarding Automation Platform❑
PROOF_METRIC = ❑Accelerates advisor ramp-up by 30%❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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NAME = Mayobanex
COMPANY = Insigneo
DEPT = Relationship Management
SIZE = ≈ TBD
BOTTLENECK = Streamlining advisor onboarding across regional teams
EVENT = Appointment of Mayobanex Martinez as Senior Relationship Manager
DETAIL = Strengthens Texas presence
PAIN = Streamlining advisor onboarding across regions
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250812364490&div=41152219
SIM_CO = Envestnet
WIN_METRIC = Accelerates advisor ramp-up by 30%
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 400
REV_EST = ≈ $90M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Relationship Management
Mayobanex—noticed your Relationship Management team is ≈ TBD.
That’s when Streamlining advisor onboarding across regional teams slows growth.
We helped Envestnet fix this with Onboarding Automation Platform.
Result: Accelerates advisor ramp-up by 30%.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Strengthens Texas presence — Streamlining advisor onboarding across regions.
Onboarding Automation Platform. Accelerates advisor ramp-up by 30%.
Quick chat?