How We Help Our Partners
Equity Point operates by partnering with many providers and independents in the equity plan administration industry and bringing them business; we are essentially an outsourced sales team. Whether you’re a broker, software provider, service provider, consultant/independent, or a specialized firm that operates in equity compensation industry, we can dramatically increase the amount of new opportunities you are exposed to and bring you additional business.
How We Help
Our Partners
Equity Point operates by partnering with many providers and independents in the equity plan administration industry and bringing them business; we are essentially an outsourced sales team. Whether you’re a broker, software provider, service provider, consultant/independent, or a specialized firm that operates in equity compensation industry, we can dramatically increase the amount of new opportunities you are exposed to and bring you additional business.
Why Partner With Equity Point?
We are essentially an outsourced sales operation. By partnering with Equity Point, you have nothing to lose and everything to gain. We find prospects and opportunities and we present them to you. Given our decades of experience, extensive network, and specific knowledge of the issues companies face with regards to their equity plans…you can expect us to deliver. During implementation, we take the time to understand your business model, variety of services, and future growth and operations. We can also offer guidance on the direction the market is headed and what clients demand most in the industry.
Benefits & Support
- Ensure due diligence from potential clients, so a partner doesn’t open a “can of worms” in signing on a client with the wrong expectations.
- Revenue sharing in providing lead references to Equity Point. You may find opportunities that do not align with your business model or expertise; if you send those opportunities to us and we can assist, then we all benefit.
- Serve as a intermediary who…
- Can improve client retention by communicating and assisting in salvaging a relationship with a client who is not satisfied.
- Can support your current client base by providing alternative services/support if it is out of scope of your expertise or bandwidth.
- Equity Point is only paid, when a partner is paid. We are an additional sales channel for your business that requires little to no upfront investment.
- We can spread the word by providing an additional marketing channel for your corporate events, announcements, webcasts, newsletters, or roll out of new features or services.
Why Partner With
Equity Point?
We are essentially an outsourced sales operation. By partnering with Equity Point, you have nothing to lose and everything to gain. We find prospects and opportunities and we present them to you. Given our decades of experience, extensive network, and specific knowledge of the issues companies face with regards to their equity plans…you can expect us to deliver. During implementation, we take the time to understand your business model, variety of services, and future growth and operations. We can also offer guidance on the direction the market is headed and what clients demand most in the industry.
Benefits & Support
- Ensure due diligence from potential clients, so a partner doesn’t open a “can of worms” in signing on a client with the wrong expectations.
- Revenue sharing in providing lead references to Equity Point. You may find opportunities that do not align with your business model or expertise; if you send those opportunities to us and we can assist, then we all benefit.
- Serve as a intermediary who…
- Can improve client retention by communicating and assisting in salvaging a relationship with a client who is not satisfied.
- Can support your current client base by providing alternative services/support if it is out of scope of your expertise or bandwidth.
- Equity Point is only paid, when a partner is paid. We are an additional sales channel for your business that requires little to no upfront investment.
- We can spread the word by providing an additional marketing channel for your corporate events, announcements, webcasts, newsletters, or roll out of new features or services.
Our Partnerships
