Thomson Reuters ran a formal, multi-month competitive evaluation of FP&A vendors to identify a partner it could confidently recommend to its advisory customers. Clockwork was selected out of that process, creating a high-stakes opportunity to prove the partnership's value in front of a major channel. We knew we needed a launch plan As VP of Marketing at Clockwork, I ran the launch plan for the partnership, with a hard deadline: everything needed to be live before the Synergy conference in November 2025. That meant building out dedicated landing pages, developing sales enablement materials to arm the team for conversations with Thomson Reuters' advisory network, and coordinating a co-branded content push to establish credibility and visibility around the new partnership ahead of the conference. I partnered with Clockwork's exec team and the Thomson Reuters partnerships team to align marketing assets, messaging, and timing across both organizations so the launch was ready to go live at Synergy.
Erin Phinney
VP of Marketing
VP OF MARKETING
Peter Zotto
CRO
