Solutions

Generate provides the networking intelligence solution that is right for your industry. Generate G2™ is available as a subscription to professionals in banking, wealth management, venture capital, legal, professional services, high technology sales, executive search and several other industries.

Wouldn’t it be great to be alerted to changes in business ownership, funding events, new product announcements, company real estate transactions, executive management changes, and other events that are predictors of your clients’ and prospects’ needs? Wouldn’t it also be great to be able to connect the dots — to see how you get from opportunity to fast qualification research to connecting directly to decision-makers?

The key factor for business development in all sectors is finding the right person — the key influencers, decision-makers and buyers. Generate G2 displays, by title, who the key executives are within your prospect company. Then Generate G2 illustrates how you connect to them through your personal business network. Generate G2 is not a list — it’s a window into your business ecosystem. It contains the data and intelligence necessary to fully reveal the hidden relationships that will lead to new business connections and revenue.

Financial Services
How can I predictably discover new business investment or lending opportunities in my defined markets?
How can I monitor changes and activities that occur within my client base that may indicate new opportunities or even threats to my business relationships?
How can I better leverage my personal network to discover new connections to a prospective client or target executive?

For the investment banker, private equity manager, commercial banker, or private wealth management consultant, business drivers always involve monitoring specific companies and industry segments for activity and trends. Gaining early detection of competitive moves and deals while understanding your relationship to the actors — both new and old — is essential for growing business.

The competition is moving faster and getting smarter. There is increased pressure to grow business profitably. Financial business development professionals need to have access to discrete intelligence to readily identify their best prospects and to follow the best relationship path to approach them. For managing current client business, timely notification of the changes affecting existing clients is critical to maximizing retention and growth.

Generate G2 helps financial services executives leverage their knowledge base and personal network to create and foster new growth.

High Tech Sales
How can I predictably discover emerging companies who represent the best technology-related opportunities in my markets?
How can I monitor changes and activities that occur within my client base — ones that may indicate new opportunities or even threats to my business relationships?
How can I better leverage my personal network to discover new connections to a prospective client or target executive, like CTOs, CIOs and other technology buyers?

To be successful, executives in business development, sales, or corporate development who are working within the technology, telecom services or telecom equipment segments must find fresh opportunities from their existing clients and new prospects. Experienced new business professionals know that business changes, growth and new activity drive new technology needs and purchases. Depending on the vertical or market tier, events such as relocations, new construction, mergers and acquisitions, new investment or key management changes are among the triggers needed to take new action. Being able to detect those realtime changes and activities before the competition does is a formula for survival and success.

Discovering who to call and what your best connection path is to prospective leads is critical. Finding the fastest path to the CTO, CIO or other tech buyer is always time sensitive. Getting their attention may require a warm introduction. Opportunities are perishable and the race is always on to be first in line and be invited to bid.

Generate G2 helps high tech sales professionals leverage their knowledge base and personal network to create and foster new growth.

Insurance
How can I predictably discover new insurance-related business opportunities in my defined markets?
How can I monitor risk management changes that occur within my client base — ones that may indicate new opportunities or even threats to my business relationships?
How can I better leverage my personal network to discover new connections to a prospective client or target executive?

The challenge for discovering insurance-related business opportunities is to identify companies which are experiencing certain types of changes, such as workforce growth, real estate expansion, merger and acquisition activity, new capitalization, etc. These changes can trigger the need for risk management review and new action.

Insurance business development brokers, agents, and consultants need to have access to discrete intelligence to more readily identify their best prospects for new business. Discovering the best relationship path for approaching those prospects is critical. For managing current client business, timely change notifications affecting existing clients maximizes retention and growth. Opportunities are perishable and the race is always on to be first in line and invited to bid.

Generate G2 helps insurance professionals leverage their knowledge base and personal network to create and foster new growth.

Legal
How do I predictably discover and attract new legal services clients?
How can I monitor developments that affect my current clients and prospects and that might pose threats or opportunities?
How do I leverage my own relationships as well as that of my colleagues and contacts?

New technologies, demanding clients and a dynamic competitive environment have changed both the practice and business of law. One constant is the importance of relationships in winning new clients and retaining existing ones. Although still effective, traditional approaches and tools for practice development are no longer sufficient for survival and success.

Law firms have invested in a combination of CRM systems, marketing and business development professionals, websites, enhanced client communications and expanded information resources. In spite of the investment it is still difficult and time-consuming to extract what is relevant from disconnected resources in a timely way to get that intelligence into the hands of the people who need it.

Generate G2 helps legal professionals leverage their knowledge base and personal network to create and foster new growth.

Professional Services
How can I predictably discover emerging technology trends and applications that will drive new business opportunities in my defined markets?
How can I monitor changes and activities that occur within my client and partner base that may indicate new opportunities or even threats to my business relationships?
How can I better leverage my personal network to discover new connections to a prospective client or target executive, like CTO’s, CIO’s and other tech buyers?

Whether you are a business development, sales, or corporate development executive within the IT, management or tax consulting segments, finding fresh opportunities within your existing client base and new prospects is critical to your success. Experienced new business professionals know that business changes, growth and new activity drive new business practice needs and investments. Depending on the vertical or market tier, events such as mergers and acquisitions, new investment, key management changes, joint ventures and downsizings are among the triggers you need to take new action. Being able to detect those realtime changes and activities before the competition does is a formula for survival and success.

Discovering who to call and what your best connection path is to prospective leads is critical. Finding the fastest path to the CXOs, Directors or other key executives is always time sensitive. Getting their attention may require a warm introduction. Opportunities are perishable and the race is always on to be first in line and be invited to party.

Generate G2 helps professional services executives leverage their knowledge base and personal network to create and foster new growth.

Executive Search
How can I predictably discover new executive search or leadership development services opportunities in my defined markets?
How can I monitor risk management changes that occur within my client base — ones that may indicate new opportunities or even threats to my business relationships?
How can I better leverage my personal network to discover new connections to a prospective client or candidate pool?

The executive search professional’s core service is matching human capital to business leadership roles. Information and knowledge about people and their backgrounds in the context of the companies where they performed is essential. The key to successful executive matching is access to high volumes of named candidates and profiles, which would be useless without an effective method to facilitate connections.

The executive search professional networks by nature and by necessity for finding the next search assignment or to assemble a slate of competent candidates — including some serious A+ players. As extensive as the executive search professional’s first degree network may be, the value of that network grows exponentially when hidden second and third degree connections can be discovered.

Generate G2 helps executive search professionals leverage their knowledge base and personal network to create and foster new growth.