Case - Corporate Mergers &Acquisitions

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Problem Statement:

A Global private bank is aggressively looking to leverage technology to improve customer experience and reduce operational costs.

Over the last few years, it has tied up with at least ve startups offering technological innovations in the nancial domain. It has acquired companies to

facilitate easy payments for the customers, ease out their loan application process, among others. The bank is looking for other such acquisitions to

maintain a competitive edge, as indicated in the news snippet below.

"Our recent acquisition of XYZ is a strategic fit and in line with our aim of improving efficiency while focussing on improving customer experience.

Payment is core to our business and acquisition of XYZ improves our customer stickiness as they can make any payment on a single click now. We

strongly believe digital banking is the future and there are many such small companies who are offering tech solutions through which we can derive

potential synergies"

The bank has been identied as a lead by business development team. None of the executives from the bank have registered on the Tracxn platform yet.

They may or may notbe aware of Tracxn platform and the services it offers.

You are a part of the Business Development team at Tracxn and this bank has been allocated to you as a prospect client. You need to reach out to the

bank representative and make him/her understand what Tracxn offers, asking him to come for a demo and take a paid subscription of the Tracxn

platform.

Q Identify three key features from Tracxn platform that would be relevant for the client

a.Pick features fromthelist provided in thesolvedcase

b.Provide reasoningon why youthinkany lead fromthe bank would be interested