CalVant helps you create new business opportunities, expand your portfolio, and strengthen your client relationships. By partnering with CalVant, you can connect your existing network with our compliance management platform and explore opportunities for shared growth.
Generate additional business opportunities by introducing CalVant to organisations looking for compliance management solutions.
Extend your business relationships by connecting your existing network with CalVant’s compliance management capabilities.
Complement your existing services and capabilities by introducing CalVant to relevant opportunities within your network.
Collaborate with CalVant on opportunities where your client relationships, market knowledge, and CalVant’s platform can create shared value.
Expand your offering with access to a compliance management platform without developing and maintaining your own platform.
Develop a lasting partnership through opportunity referrals, joint business development, and other mutually agreed collaboration opportunities.
| References | Co-Selling | Platform Partnership | Reverse Approach | |
|---|---|---|---|---|
| Summary | You introduce relevant business opportunities to CalVant and earn a success fee for qualifying opportunities that result in business. | You jointly pursue opportunities with CalVant, where you manage the client relationship and CalVant supports the opportunity with its platform and product expertise. | You include CalVant as part of your own service or technology offering and introduce it to relevant clients as a compliance management platform. | Instead of you providing references or opportunities to CalVant, CalVant provides relevant opportunities to you where your services or capabilities are required. |
| Suitable If | You have a strong client network and can identify organisations looking for compliance management solutions. | You have an established client relationship and want to jointly pursue opportunities using CalVant’s platform. | You want to expand your portfolio by offering a compliance management platform without developing your own solution. | You have consulting, technology, implementation, training, or other complementary capabilities that may be required by CalVant or its clients. |
| Invoicing | CalVant invoices the client directly. Partner compensation is agreed based on the applicable opportunity. | The invoicing arrangement can be agreed based on the engagement structure and responsibilities of each party. | The invoicing arrangement can be agreed based on the selected partnership and commercial model. | Can be agreed upon based on the service or collaboration required. |
| Client Relationship Management | CalVant manages the relationship with the client after the introduction, unless otherwise agreed. | The client relationship is managed jointly or by the partner, based on the agreed engagement structure. CalVant manages the platform-related activities. | The partner manages the client relationship, while CalVant provides the platform and relevant product support. | Can be agreed upon based on the service and responsibilities involved. |
| Fee Indications | Partner compensation can be agreed based on the opportunity and applicable commercial terms. | Commercial terms can be agreed based on the scope, responsibilities, and contribution of each party. | Commercial terms can be agreed based on the selected partnership model and platform usage. | Can be agreed upon based on the service chosen. |
| Branding | CalVant provides the platform and services under the CalVant brand. | CalVant can participate under its own brand or through a mutually agreed co-branded approach. | The platform can be offered under the CalVant brand or through an agreed white-label/co-label arrangement, where applicable. | Can be agreed upon based on the service chosen. |