Recent Partnerships Cerulli Associates has recently partnered with Invesco Real Estate and Guernsey Finance, indicating a focus on collaboration and expansion. These partnerships could present cross-selling opportunities for both parties.

Product Launches The launch of new reports like the U.S. Advisor Metrics and Fund Domicile Selection shows Cerulli's commitment to providing cutting-edge market intelligence. Leveraging these new products in sales conversations can position the company as a thought leader.

Tech Adoption With a tech stack including tools like yepnope.js, Tailwind CSS, and Open Graph, Cerulli demonstrates a tech-savvy approach. Highlighting the use of advanced technology can attract clients looking for innovative solutions in the financial services sector.

Key Personnel Shifts Recent movements like the departure of directors and new hires at Cerulli Associates signal potential changes in strategy. This presents an opportunity for sales professionals to reach out to new decision-makers and understand evolving business priorities.

Market Positioning Cerulli's revenue figures falling between $10M - 50M put them in a competitive position within the financial services industry. Understanding their market position can help sales teams tailor their approach to effectively compete and win new clients.