← Koyfin
Koyfin role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Koyfin is a financial data, charting and research platform, a lower-cost alternative to Bloomberg-style terminals.
Who you'd be calling
Financial advisors, RIAs and wealth management firms, plus independent investors and small investment teams.
Your opener
“Hi [Name], this is [You] from Koyfin. I know I'm calling out of the blue. Do you have 30 seconds to hear why I called? I noticed you're an advisor and wanted to ask how you do your market research today.”
Problems you solve for them
- Bloomberg-style terminals cost too much for small advisory firms
- Research and data are spread across many tabs and tools
- Advisors need quick charts and market data to use in client conversations
Discovery questions to ask
- What tools do you use today for market data, charts and research?
- How much time does your team spend pulling data together before client meetings?
- If you could change one thing about your current research setup, what would it be?
Objections they'll throw at you
“I'm busy right now.”
→ Totally get it, I'll be quick. I only need 20 seconds to explain why I called. Is that okay, or should I try you at a better time?
“I'm not interested.”
→ Fair enough, I'm calling cold so that makes sense. Can I ask what you use for research now? I'd like to know if it's something we could help with.
“We already use Bloomberg or another platform.”
→ That's a good tool, and a lot of advisors use it. Some of them also use us because we cost less and are simpler to use. Is cost or complexity ever a pain for you?
“Just send me an email.”
→ Happy to. So I send you something useful, what's the main thing you want from a research platform? And could we do a quick 15-minute call after you've read it?
Competitors worth knowing
Bloomberg Terminal, FactSet, YCharts, Morningstar Direct
Interview tips for this company
- Koyfin says most of its users found it on their own, so be ready to ask what the person already knows about the product.
- Say your selling point simply: a lower-cost, easier way to get terminal-style data. Don't recite features.
- Practice the questions advisors get asked all the time, such as how they prep for client meetings.
Written from public information about Koyfin to help you practice. Ask an insider what their role play looked like; it's the best prep there is.