← Access Business Technologies
Access Business Technologies role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A Microsoft partner that sells and manages Microsoft 365, Azure and Copilot for banks, credit unions and mortgage lenders.
Who you'd be calling
IT Directors, CIOs, and COOs at banks, credit unions and mortgage companies.
Your opener
“Hi, it's Sam from Access Business Technologies. I know I'm calling out of the blue. We help banks and credit unions manage and secure their Microsoft 365 setup. Who handles that for your institution?”
Problems you solve for them
- Financial institutions must keep email and data secure and compliant
- Small IT teams struggle to manage Microsoft licenses and cloud setup
- Rolling out new tools like Copilot safely is unclear
Discovery questions to ask
- Who manages your Microsoft 365 and security today, your own team or a partner?
- How do you handle compliance and exam requirements around your cloud tools?
- Are you looking at Copilot or other AI tools, and what's holding you back?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I'll be brief. I only need to know who handles your Microsoft licensing. Could we find 10 minutes next week?
“We're not interested.”
→ Understood. Before I go, are you happy with how your Microsoft environment is supported today?
“We already use something for this.”
→ That's common. Many institutions already buy through a reseller. How well do they understand financial regulations?
“Just send me an email.”
→ Of course. What would be most helpful to see: security, licensing costs, or Copilot readiness?
Interview tips for this company
- Learn the basics of financial institution regulation and why security matters so much for them. You don't need to be an expert.
- Know what a Cloud Solution Provider is: a partner that sells and supports Microsoft products for customers.
Written from public information about Access Business Technologies to help you practice. Ask an insider what their role play looked like; it's the best prep there is.