Pipeline Trigger: UBS Hires Michael Shain
UBS just added Michael Shain in Greenville. Pitch your ATS to slash time-to-hire and own the commission. Quick trigger intel for your next touch.
Published on
Do not index
Do not index
🚀 Battle Card: UBS
Quick trigger:
👤 Decision Maker in the News
- Michael Shain, Financial Advisor · 🔗 LinkedIn
💡 Why It Matters
- This UBS sales trigger signals a renewed focus on talent reinvestment in Greenville, boosting demand for streamlined hiring workflows. → Source
🎯 Core Pain Point
- Attracting and retaining top-tier financial advisors in competitive markets
- Scaling onboarding processes to get advisors revenue-ready faster
💰 What to Pitch
- Primary: Applicant Tracking System (ATS) → Accelerate advisor hiring by 30%
- Expansion: Employee Engagement Platform → Boost retention and advisor satisfaction
🗺️ Quick Context
- HQ: Greenville, SC
- Employees: ≈ 73,000
- Rev: ≈ $35 B
- Website: ubs.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win UBS’s business.
- SAP SuccessFactors — HCM / ATS
- Unique edge: End-to-end global compliance
- Evaluated by CHRO & VP HR for scalability
- sap.com/products/successfactors.html
- Workday — HCM / Talent Management
- Unique edge: Unified finance & HR data
- Evaluated by HR Director for real-time insights
- workday.com
- Oracle HCM Cloud — HCM / Recruiting
- Unique edge: Advanced AI-driven sourcing
- Evaluated by Global HR Ops for automation
- oracle.com/human-capital-management
- LinkedIn Talent Solutions — Recruiting
- Unique edge: Unmatched candidate network
- Evaluated by Talent Acquisition for passive reach
- business.linkedin.com/talent-solutions
✅ Do-Now Checklist
Connect with Michael Shain on LinkedIn (link above)
Send first touch via email/DM referencing this UBS sales trigger
Highlight this UBS sales trigger in your proposal to align with their priority
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get this intel every time a UBS sales trigger hits—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Accelerate advisor hiring by 30%❑
PROOF_METRIC = ❑30% reduction in time-to-hire❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Michael
COMPANY = UBS
DEPT = ≈ TBD
SIZE = ≈ TBD
BOTTLENECK = Attracting and retaining top-tier financial advisors in competitive markets
EVENT = UBS Hires Financial Advisor Michael Shain in Greenville, South Carolina
DETAIL = ≈ TBD
PAIN = Attracting and retaining top-tier financial advisors in competitive markets
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251020108631&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = Accelerated hiring by 30%
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 73,000
REV_EST = ≈ $35B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person ≈ TBD
Michael—noticed your ≈ TBD team is ≈ TBD.
That’s when Attracting and retaining top-tier financial advisors in competitive markets slows growth.
We helped ≈ TBD fix this with Accelerate advisor hiring by 30%.
Result: Accelerated hiring by 30%.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about ≈ TBD — Attracting and retaining top-tier financial advisors in competitive markets.
Accelerate advisor hiring by 30%. 30% reduction in time-to-hire.
Quick chat?