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Winning Over Analysts in the Buy-Side Sales Process

Winning Over Analysts in the Buy-Side Sales Process When capital markets vendors build their sales strategies, they usually start at the top—targeting CIOs, COOs, and Portfolio Managers. But here’s what most sellers miss: Big decisions often start at the bottom. Analysts, operations leads, and other mid-level staff are the ones gathering requirements, researching vendors, and […]

Winning Over Analysts in the Buy-Side Sales Process

When most capital markets vendors plan their outreach, they aim high—CIOs, COOs, Portfolio Managers. But here’s what they miss: Big decisions often start small. Analysts, operations leads, and other mid-level staff are the ones researching vendors, writing internal memos, and shaping shortlists—long before your deck ever hits the C-suite. Ignoring them doesn’t just slow your […]