Strategic Alliances Meridian has strategic alliances across the Philippine financial markets, providing a foundation to expand equity offerings and research trading services. Sales opportunity: propose cross sell partnerships with banks and asset managers to grow client base and assets under management, including bundled services for retail and corporate segments.

Digital Onboarding With a lean employee base and a tech stack including Drupal and CentOS, there is room to offer or implement scalable digital onboarding, CRM, and marketing automation to improve client acquisition and service efficiency, enabling growth without proportional headcount.

Security Compliance Existing security measures (reCAPTCHA and content type headers) indicate awareness; there is opportunity to offer comprehensive security and regulatory compliance solutions—identity verification, AML KYC tooling, fraud detection—to strengthen client trust and meet Philippine financial regulations.

Research and Data The firm emphasizes Equity Sales, Research and Trading; investing in or reselling market data feeds, analytics, and research tooling can enhance service quality, differentiate from competitors, and unlock higher value advisory and trading fees.

Operations Support Small team implies capacity constraints; sales opportunities exist for outsourced IT, back office, and client support services, including managed services and white label solutions to scale operations while maintaining personalized service.