Strategic Mandate Origination Radar

STRATEGIC MANDATE ORIGINATION RADAR

Live and latent mandates are spotted through relationships and gut feel, so origination timing is inconsistent and whitespace across existing clients goes unworked. Pipeline is judged on volume, not quality.

Actors

  • Business Development Leads
  • Origination Managers
  • Client Relationship Leads

Systems / Vendors

  • CRM / deal system
  • Market intelligence feeds
  • BI / forecasting

Business Question

"Which live and latent mandates should we be chasing now, and where is the whitespace in our own book?"

What SPoG Does

  • Consolidates CRM and market intelligence to identify live and latent mandates by sector, region and profile.
  • Prioritises the accounts and sectors with the strongest conversion potential.
  • Reveals whitespace to support natural cross-sell.

Outcome Metrics

+15%

Origination win rate

1

Live mandate radar

6–10 wks

To first outcomes

Contact us to learn more →