Rightside Financial Sales Trigger: Osaic CRM Deal Flow

🚀 Battle Card: Rightside Financial

• Bart Butler, Founder · 🔗 [LinkedIn](https://www.linkedin.com/company/rightside-financial/)

• As a Rightside Financial sales trigger, this shift to Osaic’s platform shows a move to streamline advisor operations and deepen client relationships → Source

• Inefficient back-office workflows holding advisors back

• Lack of integrated client experience across planning and legacy services

• Primary: Financial CRM & automation platform → Streamline operations & free up 20% advisor time

• Expansion: Digital legacy planning module → Deepen client trust & stickiness

• HQ: Columbus, OH

• Employees: ≈ 5

• Rev: ≈ $1M

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

🤼 Competitive Intel

• eMoney Advisor — Financial planning software
• Unique edge: Interactive cash-flow modeling
• Evaluated by Bart Butler for client engagement

• Envestnet — Wealth management platform
• Unique edge: Robust portfolio analytics & open architecture
• Evaluated by finance team for AUM growth potential

• Orion Advisor Tech — Portfolio & trading management
• Unique edge: Integrated billing & reporting
• Evaluated by operations for efficiency gains

• Salesforce Financial Services Cloud — CRM / client relationship
• Unique edge: Customizable client journeys
• Evaluated by marketing & ops for outreach automation

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Financial CRM & automation platform❑
PROOF_METRIC  = ❑freed up 20% advisor time❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Bart
COMPANY     = Rightside Financial
DEPT        = operations
SIZE        = 5
BOTTLENECK  = inefficient back-office workflows
EVENT       = launch of Rightside Financial
DETAIL      = launching Rightside Financial with Osaic
PAIN        = inefficient back-office workflows holding advisors back
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250924463383&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = freed up 20% advisor time
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 5
REV_EST     = ≈ $1M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 5-person operations

Bart—noticed your operations team is ≈ 5.

That’s when inefficient back-office workflows slows growth.

We helped ≈ TBD fix this with Financial CRM & automation platform.

Result: freed up 20% advisor time.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about launching Rightside Financial with Osaic — inefficient back-office workflows holding advisors back.  
Financial CRM & automation platform. freed up 20% advisor time.  
Quick chat?