UBS Franklin Hire Sales Trigger: Wealth CRM & Compliance

🚀 Battle Card: UBS

• Robert Lauer, Financial Advisor · 🔗 LinkedIn

• Strengthening the Franklin advisory team highlights a push to capture local HNW clients amidst stiff competition. This UBS sales trigger signals a surge in wealth management activity. → Source

• Onboarding & ramping new advisors swiftly

• Ensuring compliance across expanding teams

• Primary: Wealth CRM Integration → Boost lead-to-client conversion

• Expansion: Compliance & Training Platform → Minimize regulatory risk

• HQ: Franklin, TN

• Employees: ≈ 71,000

• Rev: ≈ $35 B

• Website: ubs.com

🤼 Competitive Intel

• Workday — HCM / Talent Management
• Unique edge: Unified finance + HR data
• Evaluated by CHRO for scalability

• SAP SuccessFactors — HCM Suite
• Unique edge: Global payroll integration
• Reviewed by VP People for international support

• Cornerstone OnDemand — Learning & Talent
• Unique edge: Robust compliance training
• Benchmarked by Head of L&D

• BambooHR — SMB HR Software
• Unique edge: User-friendly for mid-market
• Demoed for rapid deployment

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = 
OFFER_BRIEF   = ❑Wealth CRM Integration❑
PROOF_METRIC  = ❑≈25% boost in conversions❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Robert
COMPANY     = UBS
DEPT        = HR & People
SIZE        = ≈ TBD
BOTTLENECK  = Onboarding & ramping new advisors swiftly
EVENT       = Hires Financial Advisor
DETAIL      = Franklin, Tennessee
PAIN        = Ensuring compliance across expanding teams
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251016859655&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈30% faster advisor ramp
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈71,000
REV_EST     = ≈$35B

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person HR & People

Robert—noticed your HR & People team is ≈ TBD.

That’s when Onboarding & ramping new advisors swiftly slows growth.

We helped ≈ TBD fix this with Wealth CRM Integration.

Result: ≈30% faster advisor ramp.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Franklin, Tennessee — Ensuring compliance across expanding teams.  
Wealth CRM Integration. ≈25% boost in conversions.  
Quick chat?