UBS NJ Sales Trigger: Pitch Advisory Software & Analytics

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🚀 Battle Card

🚀 Battle Card: UBS

Quick trigger: UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey (Aug 18, 2025)

👤 Decision Maker in the News

Ryan Rozniakowski, Senior Market Director for Northern New Jersey · 🔗 LinkedIn

💡 Why It Matters

This UBS sales trigger signals a push for strategic growth and stronger market share in Paramus, NJ. → Source

🎯 Core Pain Point

Scaling advisory services to meet high-net-worth client demand

Aligning team performance with regional profitability goals

💰 What to Pitch

Primary: Advisory Workflow Software → Accelerate client onboarding and increase advisor productivity

Expansion: Data Analytics Platform → Uncover cross-sell opportunities and boost assets under management For this UBS sales trigger, position your solutions as the backbone for sustainable regional growth.

🗺️ Quick Context

HQ: Paramus, NJ

Employees: 72,000

Rev: ≈ $34 B

Website: https://www.ubs.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win UBS’s business.

Salesforce — CRM / Wealth Cloud

Unique edge: Industry-leading customization and compliance features
Evaluated by CIO for seamless integration with existing systems

Microsoft Dynamics 365 — CRM

Unique edge: Native Office 365 integration and Azure security
Evaluated by COO for unified productivity and collaboration

Envestnet — Wealth Management Platform

Unique edge: Deep portfolio analytics and advisor tools
Evaluated by VP Ops for data-driven client insights

✅ Do-Now Checklist

Connect with Ryan Rozniakowski on LinkedIn and mention this UBS sales trigger in your outreach

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   = ❑≈ TBD❑
OFFER_BRIEF   = ❑≈ TBD❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ryan
COMPANY     = UBS
DEPT        = ≈ TBD
SIZE        = 130
BOTTLENECK  = scaling advisory services to meet high-net-worth client demand
EVENT       = Hires new Senior Market Director
DETAIL      = UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey
PAIN        = scaling advisory services to meet high-net-worth client demand
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250818048191&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = 72,000
REV_EST     = ≈ TBD

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 130-person ≈ TBD

Ryan—noticed your ≈ TBD team is ≈ 130.

That’s when scaling advisory services to meet high-net-worth client demand slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey — scaling advisory services to meet high-net-worth client demand.  
≈ TBD. ≈ TBD.  
Quick chat?

UBS NJ Growth Trigger: Pitch & Close Fast