CASE STUDY: Support to win a major financial services pitch for Augentius

Augentius, now part of IQ-EQ was a leading fund administration business operating in over 13 jurisdictions around the world and headquartered in London.

Although it began as a specialist service provider to private equity funds it expanded to real estate, infrastructure and other alternative assets. In 2018, it employed over 650 people and serviced 450 funds with over $145 billion in assets.

Their Challenge: an important financial services pitch

Following corporate activity in one of their large fund group clients, that client decided to put all their fund administration out to tender.

Augentius  wanted to maintain and develop their relationship with the new entity. That means they needed to differentiate their business from competitors and help their client really understand what makes Augentius special.

BBA Solution: How BBA helped their pitch

(1) We simplified and refined their messaging and materials

(2) We re-structured their presentations. The plan was to make them more client-centric and make it easier for the client to understand the great value provided by Augentius.

(3) We then coached with the global pitch team to turn that messaging into a compelling presentation in support of the whole pitch process in New York and London.

Positive outcome: Business secured and increased

After a lengthy series of competitive pitches, Augentius secured its existing business as well as increasing its business further. Most importantly Augentius reinforced its relationship with the client across multiple operational hubs. They built a solid foundation for future growth.

“The support from BBA was practical, insightful and invaluable.

“In a short time they helped re-shape our pitch, ensuring that it was much easier to identify the value we bring” said J.P. Harrop, Co-Founder and Group Head of Sales at Augentius.

“It’s been a real delight working with the BBA team“.

If you want help winning a pitch