Strategic partnerships Recent collaboration with ESUPERFUND to enable digital asset investments within SMSFs signals appetite for integrated financial services and education. This presents a sales opportunity to offer combined custody, compliance, and tax reporting solutions for wealth management platforms and financial advisers serving SMSFs.

Executive leadership New CEO Andrea Yuen and chair Cathryn Lyall bring stabilized governance and growth strategy at the helm. Engage in enterprise talks around strategic partnerships, capital efficiency, and scaled product roadmaps to align with their governance and expansion plans.

Multi-asset expansion Launch of a multi-asset CFD trading platform broadens product reach beyond crypto into traditional assets. This creates potential cross-sell opportunities for institutional traders, hedge funds, and high-net-worth clients seeking diversified synthetic exposure.

Awarded customer trust Recognition as Most Loved Crypto Trading Platform and Legendary Service supports a value proposition centered on customer satisfaction. Leverage this credibility in outbound campaigns to win SMBs and regional clients who prioritize service quality and trust.

Tech and data leverage Active use of analytics and integration tools (Mixpanel, Datadog, Qualtrics, Contentful) indicates maturity in data-driven decisions and scalable operations. Position as a partner for performance marketing, customer analytics, and platform integrations to optimize onboarding and retention.