Case Study: Financial SaaS

How this broker landed a six-figure commission with STRIVE

“Hyper-competitive” doesn’t even begin to describe the life of a broker. When Lawrence Hartley of Risk Strategies responded to an RFP from an Asian conglomerate with over USD$44B in annual revenue and a $500B market capitalization, it was critical that he brought a unique value proposition to the table to win the business over three fierce Tier-1 competitors.

Bringing a unique value proposition

Hartley’s competitors were every bit as experienced as he was in delivering value to clients. However, he had a hidden differentiator: a tool that offered so much value to the organization that it changed the tone of the proposal presentation.