Mercer Sales Trigger: Partner Success Surge
Kate Shackleton steps in as Head of New Partner Success. Trigger: partner integrations set to surge. Pitch our Partner Success Platform to accelerate AUM retention. Lock in the pipeline. Queue next touch to close.
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🚀 Battle Card: Mercer Global Advisors, Inc.
Quick trigger:
👤 Decision Maker in the News
- Katelyn (Kate) Shackleton, Executive Managing Director, New Partner Success · 🔗 [LinkedIn](https://www.linkedin.com/company/mercer-advisors)
💡 Why It Matters
- 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)
🎯 Core Pain Point
- Seamless integration of multiple partner firms under a unified operational framework
- Consistent client experience and retention amid rapid inorganic growth
💰 What to Pitch
- Primary: Partner Success Platform → Accelerated integration cycles and stabilized AUM
- Expansion: Customized Training & Enablement Programs → Higher advisor alignment and client satisfaction
🗺️ Quick Context
- HQ: Denver, CO
- Employees: ≈ 1,370
- Rev: ≈ $250 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Mercer Global Advisors, Inc.*’s business.
- 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
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of every Mercer Global Advisors, Inc. sales trigger—no fluff, all pipeline.
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🧠 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?```