Growth through ETFs Thrivent Financial recently launched two international equity ETFs, signaling a strategic push into scalable investment products and global market exposure. This presents a sales opportunity to discuss support for ETF onboarding, fund distribution partnerships, and technology integrations for fund operations and compliance.
Philanthropy momentum Active corporate philanthropy through Thrivent Builds for Habitat for Humanity and related awards indicates a strong emphasis on social impact initiatives. This creates openings to offer donor-advised fund solutions, charitable giving technology, and employee engagement platforms to enhance ESG and community programs.
Expanding advisory talent New financial advisors joining Thrivent Builds for Habitat for Humanity, including a former Fitch Ratings credit analyst, suggest ongoing talent acquisition and growth in advisory capacity. This presents opportunities to propose recruiting tech, training platforms, client onboarding workflows, and advisor productivity tools.
Tech ecosystem Current tech stack includes MetricStream, Workday Recruiting, HashiCorp Terraform, Salesforce QL, Kibana, and various Microsoft tools, indicating potential needs for integrations, data governance, and analytics enhancements. Sales could target cross-sell of compliance, HR, and data analytics solutions tailored to a mid-market financial services firm.
Community partnerships Strategic partnerships with organizations like Habitat for Humanity and the Church of God in Christ point to a network-centric growth approach. This provides a channel to offer partnership management platforms, grant management, and event-driven CRM capabilities to streamline collaboration and fundraising programs.