Corporate Overview

Iris is a full service software engineering company with offices in London, New York, San Francisco, and Tokyo. As a global business solutions provider, Iris solves the critical problems of automating and streamlining the middle office of global Tier 1 banks.  www.irisfinancialsolutions.com 

Value Proposition

Iris Trade Manager is a solution for automating the middle office - designed for global institutions, and offering the most comprehensive range of functionality. Iris Trade Manager enables bulge-bracket firms to significantly increase the profitability of trading operations by providing a single-solution approach for multi-asset trade management and processing, including automated block, DMA, and basket trade capture and processing, allocation management, confirmation, ticketing, and audit trail generation.

Background

Dealbuilders was hired to create demand and make the market for the Iris Trade Manager solution within the equities middle office of global Tier 1 banks.

Dealbuilders Role

• Researched and created the target prospect call list of senior executive contacts within targeted bank and brokerage firms.
• Composed the sales call scripts that were used for outbound telemarketing campaigns.
• Scheduled and coordinated new sales meetings set with target sales prospects.
• Created the Iris Trade Manager sales process methodology. 
• Attended sales meetings and participated in scheduled conference calls on behalf of Iris Financial Solutions.
• Followed up with active prospects.
• Closed new business.

Results

• Successfully sold into the following companies: Bank of New York, Credit Suisse, Goldman Sachs, Bear Stearns, Morgan Stanley, Citigroup Securities, Merrill Lynch, Wachovia Securities, Bank of America Securities, JP Morgan Chase Securities, and UBS.
• Helped closed sales of consulting services to Bear Stearns and Credit Suisse in 2007

"Peter operates as an extension of our team and fits seamlessly into our processes. He sets expectations and meets them. What started as a 90-day engagement is now moving into its second year".

David Eaton - Vice President Marketing & Communications, Iris Financial Solutions