Prospera Funds CIO Trigger: Sales Battle Card
New CIO on deck at Prospera Funds Inc. ⚡ Use the Kris Wild trigger to fuel pipeline. Pitch ETF platform & risk analytics. 💰
Published on
Do not index
Do not index
🚀 Battle Card: Prospera Funds Inc.
Quick trigger: Kris Wild named Chief Investment Officer (≈ August 2025)
👤 Decision Maker in the News
💡 Why It Matters
- Bringing a 15-year veteran onboard opens funding for advanced analytics and distribution platforms—leverage the Prospera Funds Inc. sales trigger now. → Source
🎯 Core Pain Point
- Building an in-house investment platform from scratch
- Differentiating actively managed ETFs in a passive-dominated market
💰 What to Pitch
- Primary: ETF product management platform → Speed up fund launches & streamline approvals
- Expansion: Institutional risk analytics & reporting → Ensure compliance and mitigate volatility
🗺️ Quick Context
- HQ: Charleston, SC
- Employees: ≈ 15
- Rev: ≈ $500 K
- Website: prosperafunds.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Prospera Funds Inc.*’s business.
- Salesforce — Sales
- Unique edge: Enterprise CRM with Financial Services Cloud
- Evaluated by Head of Sales for pipeline visibility
- Marketo — Marketing
- Unique edge: Robust automation & personalization for investor campaigns
- Evaluated by CMO for multi-channel outreach
- FactSet — Product/Eng
- Unique edge: Comprehensive market data & analytics APIs
- Evaluated by CIO & Strategy for research integration
- SS&C Technologies — Ops & Supply Chain
- Unique edge: End-to-end fund administration & reporting
- Evaluated by COO for operational efficiency
✅ Do-Now Checklist
Connect with Kris Wild on LinkedIn (link above)
Reference the Prospera Funds Inc. sales trigger in your first email
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
Get more Prospera Funds Inc. sales trigger intel daily—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
validate any ≈ guesses via SRC
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Kris
COMPANY = Prospera Funds Inc.
DEPT = Investment
SIZE = ≈ 15
BOTTLENECK = building an in-house investment platform
EVENT = new CIO appointment
DETAIL = Kris Wild named Chief Investment Officer
PAIN = differentiating actively managed ETFs in a passive-dominated market
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250827983231&div=41152219
SIM_CO = Fidelity
WIN_METRIC = 30% faster ETF launches
NEXT_SIZE = ≈ 100
EMP_EST = ≈ 15
REV_EST = ≈ $500K
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 15-person Investment
Kris—noticed your Investment team is ≈ 15.
That’s when building an in-house investment platform slows growth.
We helped Fidelity fix this with ❑<1-line value>❑.
Result: 30% faster ETF launches.
Want the 2-min recap?
PS—next bottleneck hits ≈ 100.
DM ≤45 words, TONE:
Saw your post about Kris Wild named Chief Investment Officer — differentiating actively managed ETFs in a passive-dominated market.
❑<1-line value>❑. ❑<metric>❑. Want the 2-min recap?