Battle Card: Bankrate Taps Matt Fellowes as CEO
Bankrate taps Matt Fellowes as CEO. Get your playbook to pitch digital modernization and API integration. Fuel your pipeline and close faster.
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🚀 Battle Card: Bankrate
Quick trigger:
👤 Decision Maker in the News
- Matt Fellowes, CEO · 🔗 LinkedIn
💡 Why It Matters
- Steering a leading personal finance platform into a tech-driven era signals a major push to deepen digital engagement and drive product connectivity. → Source (This Bankrate sales trigger opens doors for digital platform conversations.)
🎯 Core Pain Point
- Scaling digital capabilities to meet skyrocketing consumer expectations
- Driving deeper engagement to monetize across diverse financial products
💰 What to Pitch
- Primary: Modernization Platform → Accelerate feature rollouts and personalized experiences
- Expansion: API Integration Suite → Streamline partner onboarding and connectivity (Tie your outreach to this Bankrate sales trigger to stand out.)
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 600
- Rev: ≈ $250 M
- Website: bankrate.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Bankrate’s business.
- Salesforce — CRM / Personalization
- Unique edge: Unified customer 360 across channels
- Evaluated by CMO for digital engagement
- Adobe — Digital Experience Platform
- Unique edge: Industry-leading personalization engines
- Evaluated by VP Marketing for UI/UX consistency
- Segment — Customer Data Platform
- Unique edge: Real-time data unification
- Evaluated by CTO for data strategy
- MuleSoft — API Integration
- Unique edge: Prebuilt connectors for fintech providers
- Evaluated by Head of IT for integration speed
- Snowflake — Cloud Data Analytics
- Unique edge: Near-infinite scalability
- Evaluated by VP Analytics for performance
✅ Do-Now Checklist
Connect with Matt Fellowes on LinkedIn (link above)
Build email + DM referencing this Bankrate sales trigger in your subject line
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑Modernization platform to accelerate feature rollouts❑
PROOF_METRIC = ❑30% faster release cycles❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Matt
COMPANY = Bankrate
DEPT = Engineering
SIZE = 50
BOTTLENECK = scaling digital capabilities
EVENT = CEO appointment
DETAIL = doubling down on technology-driven platform
PAIN = driving deeper engagement across products
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251024519054&div=41152219
SIM_CO = NerdWallet
WIN_METRIC = 40% increase in user engagement
NEXT_SIZE = 150
EMP_EST = ≈ 600
REV_EST = ≈ $250M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 50-person Engineering
Matt—noticed your Engineering team is ≈ 50.
That’s when scaling digital capabilities slows growth.
We helped NerdWallet fix this with Modernization platform to accelerate feature rollouts.
Result: 40% increase in user engagement.
Quick call?
PS—next bottleneck hits ≈ 150.
DM ≤45 words, TONE:
Saw your post about doubling down on technology-driven platform — driving deeper engagement across products.
Modernization platform to accelerate feature rollouts. 30% faster release cycles.
Quick chat?