A Global private bank is aggressively looking to leverage technology to improve customer experience and reduce operational costs.

Over the last few years, it has tied up with at least five startups offering technological innovations in the financial domain. It has acquired companies to facilitate easy payments for the customers, ease out their loan application process, among others. The bank is looking for other such acquisitions to maintain a competitive edge, as indicated in the news snippet below.

"Our recent acquisition of XYZ is a strategic fit and in line with our aim of improving efficiency while focussing on improving customer experience. Payment is core to our business and acquisition of XYZ improves our customer stickiness as they can make any payment on a single click now. We strongly believe digital banking is the future and there are many such small companies who are offering tech solutions through which we can derive potential synergies" The bank has been identified as a lead by business development team. None of the executives from the bank have registered on the Tracxn platform yet.

They may or may not be aware of Tracxn platform and the services it offers. You are a part of the Business Development team at Tracxn and this bank has been allocated to you as a prospect client. You need to reach out to the bank representative and make him/her understand what Tracxn offers, asking him to come for a demo and take a paid subscription of the Tracxn platform.

Profile of Key Executives

● Brian Campbell

○ CEO

○ Work Ex: 32 years (Ex President- Global Wealth, Merrill Lynch; Ex CFO, Wells Fargo)

○ Education: MBA (Yale School of Management)

● Peter Drucker

○ Senior Vice President - Corporate Mergers & Acquisitions

○ Work Ex: 28 Years (Ex SVP - M&A, Pepsico; Ex Strategic Partner, Trium Group)

○ Education: MBA (Loyola University, Chicago)

● Margaret Bargon

○ Senior Manager - Corporate Mergers & Acquisitions

○ Work Ex: 12 Years (ex Consultant - M&A, Deloitte)

○ Education: MBA (University of California, Berkeley)

● Ashley Judd

○ Associate - Corporate Mergers & Acquisitions

○ Work Ex: 6 Years (Ex Associate - E&Y)

○ Education: B.Sc. (Buffalo State College)Draft an email for the Lead explaining Tracxn's value proposition. A good email should have following attributes:

a. Subject: Should entice the Lead to open the mail

b. Hook: Attracts Lead's interest and make him want to read the rest of the mail

c. Problem: Describes which problem or requirement of the Lead are you addressing

d. Solution: Explain how Tracxn platform can help solve this problem

e. Call to Action: prompts the Lead to take some action to avail the solution proposed above.