Re-imagine the user experience of the full lifecycle from lead generation to relationship development and post-meeting follow-up

LEAD GENERATION

PRE-MEETING

CLIENT MEETING

CALL REPORT

OPPORTUNITY TRACKING

CLIENT RETENTION & UPSELL

EXECUTIVE REPORTING

Call Report as Golden Source - 3 Human Steps

Client Data

Artificial Intelligence + Machine Learning

WHICH DISTRIBUTOR SHOULD I PRIORITISE

Besides knowing what client is looking for and helping them build their pipeline, I need to understand client’s pain points in their day-to-day so that I can position our Solutions/Structuring and Tech capabilities.

I need to understand client’s wallet size, typical launch ticket sizes will help in our prioritisation.

PAIN POINTS

No single view of distributor/GP client details, history, org chart or preferences

Client Mapping Centralised client data bank for each distributor or GP. Includes org chart, key contacts, previous interactions distributor flow data summary, global reporting matrix, client news and documentation on file (e.g. NDA, pitch, proposal decks submitted)

AI-Powered Lead Scoring

Use behavioural data (e.g. email opens, product interest, past meetings) to score and prioritise leads

WHAT OPPORTUNITIES TO PITCH

I need to understand our total relationship with distributor and all past interactions so that I can personalise meeting or pitch with relevant insights and materials

?hours

Spent on preparing for meeting

Digging through past emails

Catching up with colleagues to avoid duplicated effort

PAIN POINTS

Wasting time digging through call notes and presentations

Not enough time to tailor each meeting

Smart Meeting Brief Generator

Auto-compiled briefs with key opportunities, general client experience, any issues, product interests, prior call notes, past distributor flows and history

DELIVER VALUE-DRIVEN CONVERSATION

I need to demonstrate understanding of the distributor’s needs, deliver a value-driven conversation, and capture insights and next steps seamlessly

PAIN POINTS

Manual call note-taking, no standardise format

No structured way to link meeting outcomes to pipeline

Follow-up tasks could be lost or delayed

1

New Call Report

Capture call report and next steps in a standardised way (Type or Record)

Smart Call Report

AI-generated call reports, auto-tagged and synced with the system — rearrange voice/ script into respective call report cells

WHEN IS NEXT MEETING, WITH WHOM

I need to... + send personalised follow- ups with speed + generate internal call reports and next steps

100%

Manually put together call report

Send details to colleague, manually input same data in the master spreadsheet for tracking pipeline

The next time we meet clients again, pipeline is already different from last date

PAIN POINTS

Manual effort, fragmented reporting involving multiple people

Lack of internal alignment on opportunities (not just Sales, but also ops and tech)

2

New Client Engagement

Generate smart meeting brief, start tracking engagement

Client Engagement Tracker Integrate clients’ feedback including infrastructure, lifecycle, technology, regulatory, client experience, competitor intelligence, opportunities/threats

Client Trends

AI to data mine call reports to identify client trends to populate the client engagement tracker, derive coverage velocity (heatmaps)

ARE THINGS PROGRESSING SMOOTHLY

I need to convert interest into active pipeline opportunities

Manually tracking opportunities

100%

I need to monitor distributor progression from interest to commitment

Go through a lot of reports to identify opportunities

Manually capture key insights and follow-ups, marked in red

PAIN POINTS

Inconsistent opportunity tracking

Lack of visibility into distributor journey stages

3

Set Up New or Update Live Opportunities

Set up new opportunities, update live pipeline and prepare for next steps

Pipeline Tracker Post generating call report, update live or set up new opportunities. Allows pipeline management on weekly basis.

Tag Regional Head/Country Head/ Salesperson, Deal captain and Platform team, keep them informed of any client structuring & servicing requirements

Smart, Automated Follow-Up

Create personalised emails to thank clients and follow up — with recap, product material links, and tailored fund details

WHERE IS INTEREST CLUSTERING

I need to continuously build stronger relationships

I need to use data to plan next outreach and product strategies

PAIN POINTS

No holistic view of client interactions across the firm

Cannot track long-term engagement trends or upsell potential

Client Calendar / Acquisition Ensure we stay ahead of the client Broadcast any new product initiatives (e.g. Co- investment club, secondary markets) Marketing events (e.g. CEO roadshows, industry or in-house events, expense approval)

Opportunity Recommendations

Identify cross-sell opportunities based on similar distributor profiles and interest clusters

WHERE SHOULD WE FOCUS OUR EFFECTS NEXT

I need to drive team performance with transparency

I need to inform marketing with client data

PAIN POINTS

Challenging to get unified performance reporting across teams / regions

Tendency to default to anecdotal strategies, pursuing familiar clients, pitching top-of-mind products

CEO Billboard Headline for key mandates signed/contract in negotiation/draft contract sent Top live client opportunities Top new client opportunities Client plans - opportunities yet to pitch Top client challenges to inform new product initiatives

Smart Nudges

Automatically notify RMs when a distributor takes high-intent actions (downloads, academy engagement). Re-engage dormant clients using behavioral insights