Dealbuilders services
Financial Services Industry - Referral Exchange Network

Who We Are
We are a professional network of industry insiders that broker relationships with executive IT buyers on behalf of global technology companies that want to increase the sale of their products & services to the financial services industry.

Our Purpose
To accelerate the growth of new business and provide direct access to those that influence and make the ultimate decision to purchase technology for their enterprise.

•    Identify demand
•    Profile the buyer
•    Make sales introductions to IT buyers
•    Fill the sales pipeline with new sales opportunities
•    Accelerate the close of new business
•    Develop exit strategy for company stakeholders

How We Work
We help both early stage and well established technology companies identify and tap the demand for their products and services within the financial services industry: banks, investment banks, insurance companies, securities broker/dealers, prime brokers, wealth management firms, hedge funds, and credit unions.

* We leverage our knowledge of the industry and Rolodex of industry contacts in order to put our clients in direct contact with qualified buyers.

Domain Expertise - Our partners average over 25 years experience applying technology solutions to business problems in financial services industry. Combining experience and an extensive network of industry contacts, our partners deliver the 'know how' it takes to make contact with your buying market and close more sales.

Brokered Sales Introductions - We serve as a conduit of introduction to those that influence or make the ultimate decision to purchase technology for their enterprise. We put you in front of IT buyers!

Outreach Campaign Management - We design, implement, and execute what is needed to increase the amount of contact our clients have with their buying market. 

Our Domain Expertise
* Enterprise Software Sales * E-Commerce * CRM * BPO - Business Process Automation 
* PLM Product Lifecycle Management  
* Internet Portals * Portfolio Management
* Equities & Fixed Income Trading Systems * Internet Banking * Funds Transfer 
* Litigation Support * SEC Compliance & Regulatory Reporting * Enterprise Document & Web Content Management 
* Call Center Telephony * Risk Management * Internet & Database Search * Data Integration & Management * Financial Reporting and Analysis 
* IT Recruiting & Staff Augmentation * Cyber & Data Security  Performance Measurement & Attribution * Software & Application Development         IT Consulting & Professional Services * Mobile App Development

Peter C. Ekstrom
President & CEO
Dealbuilders, Inc.
(o) 516-541-8160
(c) 516-528-5367

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