Quota Boost: Bankrate’s CEO Ignites Digital Deal Flow

🚀 Battle Card: Bankrate

• Matt Fellowes, CEO · 🔗 LinkedIn

• The new CEO is steering a shift to a technology-driven platform, signaling major IT modernization and integration projects. → Source

• This Bankrate sales trigger underscores a mandate for seamless, personalized consumer journeys.

• Legacy systems struggling to scale personalized consumer experiences

• Need for unified data to power smarter product recommendations

• Primary: Headless CMS & Personalization Engine → Accelerate digital content delivery & individualized user journeys in response to this Bankrate sales trigger

• Expansion: Customer Data Platform & Analytics → Unify user profiles for real-time insights and capitalize on this Bankrate sales trigger

• HQ: New York, NY

• Employees: ≈ 500

• Rev: ≈ $300 M

• Website: https://www.bankrate.com/

🤼 Competitive Intel

• Sitecore — Headless CMS / Personalization
• Unique edge: Deep .NET stack integration for robust enterprise builds
• Evaluated by CTO & VP Product for scalability & customization

• Adobe Experience Manager — CMS / Marketing Automation
• Unique edge: Seamless Adobe suite integration for content & campaigns
• Evaluated by CMO & Dir. Digital for omnichannel consistency

• Optimizely — Experimentation / Personalization
• Unique edge: Built-in A/B testing at scale for continuous optimization
• Evaluated by VP Engineering & Head of UX for data-driven design

• Segment — Customer Data Platform
• Unique edge: Quick API connectors to sync user data across tools
• Evaluated by Director of Data & CTO for unified data strategy

• Tealium — Tag Management / CDP
• Unique edge: Real-time event tracking for accurate user insights
• Evaluated by VP Product & Dir. Analytics for compliance & speed

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑≈ TBD❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Matt
COMPANY     = Bankrate
DEPT        = ≈ TBD
SIZE        = ≈ TBD
BOTTLENECK  = ≈ TBD
EVENT       = CEO appointment
DETAIL      = ≈ TBD
PAIN        = Legacy systems struggling to scale personalized consumer experiences
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251024519054&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 500
REV_EST     = ≈ $300M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person ≈ TBD

Matt—noticed your ≈ TBD team is ≈ TBD.

That’s when ≈ TBD slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about ≈ TBD — Legacy systems struggling to scale personalized consumer experiences.  
≈ TBD. ≈ TBD.  
Quick chat?