A Strategic Business Case for AMS Group
Prepared for Victoria Hopkins, COO & Matt Stambach, Client Engagement Director | 14th October 2025
Following our recent discussions, this document outlines how the Zint platform can serve as a transformative growth engine for AMS Group. By leveraging real-time data and bespoke AI, Zint is uniquely positioned to address the specific client acquisition, cross-sell, and competitive intelligence challenges across your diverse service lines, from Innovations Tax to Private Client Advisory.
Updated Business Case & Strategic Alignment
This updated business case reflects our latest conversation, focusing on AMS Group's strategic goals for targeting the mid-market, the critical importance of sales team adoption, and a new, highly compelling commercial model.
Business Development and Sales Enablement
- Strategic Goal: As emphasised by Matt Stambach, AMS Group aims to expand its service offerings (including legal and wealth management) to better serve the underserved mid-market, supported by private equity backing from Macquarie.
- Target Users: The platform will be utilised by approximately 10 outbound salespeople across various divisions to source qualified, vertical-specific leads.
- Zint's Role: Zint provides a single, customisable data platform to enhance sales productivity. It solves the biggest sales constraint—time—by enabling reps to prioritise the best 50 daily contacts from a market of millions.
- Key Feature - Magic Insights: For a 10-user team, the platform provides 6,000 Magic Insight credits annually, enabling AI-powered pre-qualification of top-tier companies to sharpen targeting accuracy.
Market Positioning and Strategic Vision
- Mid-Market Focus: Zint's platform directly aligns with AMS's vision to fill the quality advice gap in the mid-market by enabling targeted outreach to the right contacts—a key priority for the incoming marketing director.
- Multi-Vertical Customisation: The platform's flexibility allows each division (Insurance, Corporate Finance, Capital Allowances) to tailor lead criteria, supporting the successful integration of acquired businesses under a unified AMS brand.
- Unified Brand Presence: By providing a consistent tool for diverse teams, Zint supports the crucial rebranding and integration efforts of firms like Path Business Recovery into the AMS umbrella.
Implementation and Adoption Considerations
- Primary Risk: Matt Stambach correctly identified that the main risk is low user engagement. The platform's value is undermined if the sales team does not adopt it into their daily workflows.
- Mitigation Strategy: Zint's dedicated Customer Success programme directly addresses this risk through comprehensive onboarding, hands-on training, and sustained support to ensure proficiency and buy-in.
- Decision Process: Matt will present the proposal to David, the managing director, for final approval. The decision will consider existing contracts (Mark to Market, RSM Tracker) to evaluate functional overlap.
Action Items
Matt Stambach:
- Present Zint offering to MD David for approval.
- Discuss overlaps with existing platform contracts.
- Provide an update on the decision by this Friday.
Dominic Turner (Zint):
- Share detailed pricing and product information to support internal evaluation.
- Support with follow-up and clarify onboarding and contract processes as needed.
The Zint Solution: Key Growth Levers
Zint moves beyond standard sales intelligence, offering a suite of tools specifically designed for the accountancy sector to find, understand, and engage target clients.
Magic Insights & AI
Our AI analyses millions of data points to answer your key business questions, predicting the likelihood of a company needing services like R&D Tax Relief, Capital Allowances, or Patent Box claims with a verifiable confidence score.
Digitised Annual Reports
Go beyond the surface. We've digitised every annual report since 2018, allowing you to search for any keyword (e.g., 'grant funding', 'structural damage') and instantly track your competitors' client lists by identifying who audits them.
Bespoke Propensity Models
We will work with you to build custom algorithms that score every UK company against your ideal client profile. This creates a heat map of your total addressable market, instantly showing you the highest-potential targets.
Cross-Sell & Referral Engine
Upload your client list and instantly map all shared directorships and complex group structures. This unlocks thousands of warm referral pathways into new businesses that would take hours to uncover manually.
AI-Powered Pitch Generation
Our platform analyses a target company through the lens of AMS Group's services, generating tailored talking points and insights. This ensures your team enters every meeting prepared, confident, and highly relevant.
Integrated & Coordinated Workspace
With shared notes, custom fields, and a direct HubSpot integration, Zint acts as a pre-CRM hub. Your teams can prospect collaboratively, ensuring a coordinated approach and eliminating duplicate effort, as requested by Bonnie-Anne.
Tailored Solutions for Every AMS Team
Select a service line below to see how Zint directly addresses their unique business development needs, based on our conversations with your team leaders.
For Kevin Edwards & the Innovations Tax Team
Objective: Accelerate growth by identifying companies with a high likelihood of qualifying for R&D Tax Credits, Patent Box, and Land Remediation Relief.
- Use the R&D Propensity Model to instantly surface companies with active patents, grant funding history, or those hiring for R&D roles.
- Search digitised annual reports for keywords like "research and development" or "prototype" to find companies actively investing in innovation.
- Leverage Magic Insights to get an AI-driven score on a company's future claim likelihood, focusing efforts on the most promising leads.
A Fast & Bespoke Onboarding Process
Our Customer Success team is adaptable and ensures a swift, tailored implementation. We can have your teams fully operational within two weeks, or phase the process to fit your schedule.
Week 1 (Days 1-2): Discovery
A kickoff call to understand your primary goals (e.g., 10 new clients in Q4) and define what success looks like for each service line.
Week 1 (Days 3-5): Customisation
Our team builds out your bespoke Propensity Models, custom Magic Insight modules, and configures the platform to reflect AMS Group's unique value proposition.
Week 2: Training & Go-Live
We conduct comprehensive training sessions with your teams, ensuring everyone can maximise the platform's value from day one. Your logins are active and prospecting begins.
Investment & Commercial Options
Special Offer: ZINT 2.0 Early Access
As we trial our new ZINT 2.0 commercial model, we are pleased to offer AMS Group a significant saving. If an agreement is made in October, you can secure our new Scale Package, designed for a team of up to 10 users, for a flat annual fee.
This represents a 50% cost saving compared to our 2025 pricing, which would have been nearly £30,000 for a team of this size.
Scale Package
£15,000/year
Ideal for growing sales teams with a capacity to engage up to 2,000 qualified leads annually.
- ✓ Up to 10 User Licences
- ✓ 3 Propensity Models
- ✓ 6,000 Magic Insight Credits (annually)
- ✓ 12,000 Export Credits (annually)
- ✓ 10,000 Enrichment Credits (annually)
Interactive ROI Projection
Enter your estimated figures below to see the potential return on your Zint investment. As Matt noted, the investment is highly reasonable given the access to thousands of qualified leads.
Ready to Accelerate Growth?
We are confident that Zint will become an indispensable tool for AMS Group. The next step is for Matt to present this proposal to David for final approval.
1. Internal Presentation
Matt Stambach presents the business case and ZINT 2.0 offer to David for approval.
2. Provide Feedback
Let us know the outcome and any further questions by this Friday so we can finalise the details.
3. Begin Onboarding
Once approved, we can issue licences and begin the two-week onboarding process immediately.