Lead Trigger: Certuity’s Institutional Wealth Push
Certuity taps Giuliano Celle to lead institutional wealth services. Use our private deals pitch and do-now checklist to fire up your pipeline and hit quota.
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🚀 Battle Card: Certuity
Quick trigger:
👤 Decision Maker in the News
- Giuliano Celle, Managing Director, Head of Institutional Wealth · 🔗 LinkedIn
💡 Why It Matters
- This Certuity sales trigger signals a strategic push into institution-grade wealth services for UHNW families → Source
🎯 Core Pain Point
- Limited internal expertise in institutional wealth management
- Inadequate direct access to private market opportunities
💰 What to Pitch
- Primary: Private Deals Sourcing Tool → Access to exclusive private market investment flow
- Expansion: Institutional CRM Platform → Streamlined reporting and client engagement
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 75
- Rev: ≈ $100 M
- Website: certuity.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Certuity’s business with this Certuity sales trigger.
- Addepar — Wealth Management Analytics
- Unique edge: Deep portfolio consolidation and analysis
- Evaluated by Head of Institutional Wealth for reporting clarity
- Envestnet — Unified Wealth Platform
- Unique edge: Holistic advisory and investment management
- Evaluated by Managing Director for integration breadth
- SS&C Advent — Portfolio & Risk Management
- Unique edge: Robust performance measurement
- Evaluated by CFO for compliance and risk controls
- Salesforce Financial Services Cloud — CRM for Wealth Firms
- Unique edge: Prebuilt FS templates and compliance workflows
- Evaluated by Head of IR for client engagement tracking
✅ Do-Now Checklist
Connect with Giuliano Celle on LinkedIn (link above)
Reference the Certuity sales trigger in your first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get ahead of every institutional hire—no fluff, all pipeline. Don’t miss a Certuity sales trigger or any other high-value alert.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Private Deals Sourcing Tool❑
PROOF_METRIC = ❑30% increase in deal sourcing speed❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Giuliano
COMPANY = Certuity
DEPT = Institutional Wealth
SIZE = ≈15
BOTTLENECK = limited institutional wealth expertise
EVENT = expands institutional platform
DETAIL = appointment of Giuliano Celle
PAIN = limited direct access to private market deals
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251021390128&div=41152219
SIM_CO = Addepar
WIN_METRIC = 30% increase in private deal flow
NEXT_SIZE = ≈25
EMP_EST = ≈75
REV_EST = ≈$100M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈15-person Institutional Wealth
Giuliano—noticed your Institutional Wealth team is ≈15.
That’s when limited institutional wealth expertise slows growth.
We helped Addepar fix this with Private Deals Sourcing Tool.
Result: 30% increase in private deal flow.
Quick call?
PS—next bottleneck hits ≈25.
DM ≤45 words, TONE:
Saw your post about appointment of Giuliano Celle — limited direct access to private market deals.
Private Deals Sourcing Tool. 30% increase in deal sourcing speed. Quick chat?