Mercer Sales Trigger: Partner Success Surge

🚀 Battle Card: Mercer Global Advisors, Inc.

• Katelyn (Kate) Shackleton, Executive Managing Director, New Partner Success · 🔗 [LinkedIn](https://www.linkedin.com/company/mercer-advisors)

• This Mercer Global Advisors, Inc. sales trigger signals a strategic push to scale partner integrations and maximize AUM retention → [Source](http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014582131&div=41152219)

• Seamless integration of multiple partner firms under a unified operational framework

• Consistent client experience and retention amid rapid inorganic growth

• Primary: Partner Success Platform → Accelerated integration cycles and stabilized AUM

• Expansion: Customized Training & Enablement Programs → Higher advisor alignment and client satisfaction

• HQ: Denver, CO

• Employees: ≈ 1,370

• Rev: ≈ $250 M

• Website: [merceradvisors.com](https://www.merceradvisors.com/)

🤼 Competitive Intel

• MuleSoft — iPaaS / Integration
• Unique edge: API-led connectivity across legacy systems
• Evaluated by CIO & VP Ops for integration agility

• Dell Boomi — iPaaS / Partner Onboarding
• Unique edge: Rapid low-code connectors library
• Evaluated by Head of Integration & IT for speed

• Workday — HR / People Management
• Unique edge: Unified employee onboarding and talent insights
• Evaluated by CHRO & VP HR for seamless partner firm integration

• Salesforce — CRM / Sales Ops
• Unique edge: Ecosystem of partner relationship modules
• Evaluated by SVP Sales & COO for pipeline visibility

• Microsoft Dynamics 365 — ERP / CRM
• Unique edge: End-to-end business process integration
• Evaluated by CFO & VP Finance for cost consolidation

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Partner Success Platform❑
PROOF_METRIC  = ❑30% faster integration❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Katelyn
COMPANY     = Mercer Global Advisors, Inc.
DEPT        = New Partner Success
SIZE        = ≈ TBD
BOTTLENECK  = seamless integration of partner firms
EVENT       = Kate Shackleton appointment
DETAIL      = integrating 12+ partner firms
PAIN        = ensuring seamless integration and consistent client experience
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014582131&div=41152219
SIM_CO      = Eagle Wealth Management
WIN_METRIC  = 30% faster integration
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 1370
REV_EST     = ≈ 250M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person New Partner Success

Katelyn—noticed your New Partner Success team is ≈ TBD.

That’s when seamless integration of partner firms slows growth.

We helped Eagle Wealth Management fix this with Partner Success Platform.

Result: 30% faster integration.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about integrating 12+ partner firms — ensuring seamless integration and consistent client experience.  
Partner Success Platform. 30% faster integration.  
Quick chat?```