BrevX was engaged by a fintech firm operating in the investment management and hedge fund space. The client sold three separate products and service: order management systems, custom software development, and back office services.

BrevX worked closely with the management team to create a sales strategy as well as design a CRM focused on centralizing all three offerings with a flexible message - ensuring the company would approach business opportunities with the correct service line solution.

Within one year, BrevX secured over 100 product demonstrations for the client, leading to new sales growth across all three client service offerings. As a result, the client enjoyed a 400% ROI. BrevX drove this success using historical experience working with investment management firms.

BrevX was engaged to provide new business development opportunities for a large professional services firm.

Our team agreed to conceptualize new ways to buildout the business development function with a highly targeted approach. BrevX worked closely the the client management team to create both a life sciences and manufacturing business development tailored function that used a collaborative approach between BrevX and the clients front-line business development team.

This approach yielded multiple new customers over a multi-year engagement and identified an additional 50 new opportunities for the client in both the life sciences and manufacturing verticals.

The BrevX team transitioned the new advisory approach to the client. Our team was tasked with training all levels of the client sales organization on how to run the approach on a national level.