Sub-Verticals

Financial Services

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Financial services NFP narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,
Financial Services

Hi [First name],

I wanted to introduce you to John McLean (Nonprofit Practice Director) and James Cooper (Commercial Director) at LavaBox (lavaboxconsulting.com/nfp).

LavaBox's two specialisations are financial services and nonprofit, which makes them uniquely positioned for [Organisation]. Financial services clients include First Mortgage Trust, Booster Finance, and Forsyth Barr. NFP clients include Greenpeace, St John, Breast Cancer Foundation NZ, and many others.

Case studies: lavaboxconsulting.com/salesforce-case-studies

John and James, I'll leave you to connect.

Thanks all.

Copy to clipboard