Touchstone ETF Surge: RIA Pipeline Battle Card
Touchstone Investments just hit $250M in active ETF sales. RIA channel is red hot. DMs mapped. Pitch CRM + ABM to speed deal flow. Next touch: LinkedIn.
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🚀 Battle Card: Touchstone Investments
Quick trigger:
👤 Decision Maker in the News
- James Kissane, Director, Senior Strategic Relationship Officer · 🔗 LinkedIn
💡 Why It Matters
- Surpassing $250 M in ETF sales by mid-year highlights a sharpened edge in advisor distribution and product innovation—this Touchstone Investments sales trigger signals a surge in RIA channel opportunity. → Source
🎯 Core Pain Point
- Scaling distribution in an increasingly crowded active ETF market
- Engaging RIAs with differentiated, sub-advisor-driven offerings
💰 What to Pitch
- Primary: CRM + Sales Engagement Platform → streamlined RIA relationship tracking & faster pipeline velocity
- Expansion: Marketing Automation & ABM Suite → personalized multi-channel campaigns that boost advisor lead gen
🗺️ Quick Context
- HQ: Cincinnati, OH
- Employees: ≈ 150
- Rev: ≈ $1 B
- Website: westernsouthern.com/touchstone
🤼 Competitive Intel
Which other vendors you’ll probably face to win Touchstone Investments’s business.
- Salesforce — CRM / Engagement
- Unique edge: Industry-specific cloud for financial services
- Evaluated by Divisional VP for pipeline visibility
- HubSpot — CRM / Sales
- Unique edge: All-in-one sales & marketing stack
- Evaluated by Dir. Strategic Relationships for lead gen
- Microsoft Dynamics 365 — CRM
- Unique edge: Native Office 365 integration
- Evaluated by Ops & IT for existing tool alignment
- Marketo — Marketing Automation
- Unique edge: Advanced ABM features
- Evaluated by Marketing team for campaign scalability
- Pardot — Marketing Automation
- Unique edge: Tight Salesforce integration
- Evaluated by Marketing ops for targeted outreach
- Workday — HR & People
- Unique edge: Unified HR & finance platform
- Evaluated by HR for talent management
- BambooHR — HRIS
- Unique edge: User-friendly for mid-market
- Evaluated by People Ops for onboarding efficiency
- ADP — Payroll & HR
- Unique edge: Comprehensive compliance support
- Evaluated by HR for payroll scalability
✅ 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
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑CRM + Sales Engagement Platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Mike
COMPANY = Touchstone Investments
DEPT = Institutional Business Development
SIZE = ≈ TBD
BOTTLENECK = Scaling distribution in an increasingly crowded active ETF market
EVENT = Tracking for Record Active ETF Growth
DETAIL = record active ETF growth
PAIN = Engaging RIAs with differentiated, sub-advisor-driven offerings
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250807726334&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 150
REV_EST = ≈ $1 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Institutional Business Development
Mike—noticed your Institutional Business Development team is ≈ TBD.
That’s when Scaling distribution in an increasingly crowded active ETF market slows growth.
We helped ≈ TBD fix this with CRM + Sales Engagement Platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about record active ETF growth — Engaging RIAs with differentiated, sub-advisor-driven offerings.
CRM + Sales Engagement Platform. ≈ TBD.
Quick chat?```