Battle Card: Eastern Bank Private Banking Play
Pipeline-ready: Eastern Bank hires Diana Kenneally. Pitch a 360° CRM and escrow automation to accelerate deal flow, close faster, hit quota.
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🚀 Battle Card: Eastern Bank
Quick trigger:
👤 Decision Maker in the News
- Diana Kenneally, Senior Vice President, Private Banker · 🔗 LinkedIn
💡 Why It Matters
- Hiring a Private Banker with escrow expertise signals a push on HNW client service and escrow capabilities → Source
- This Eastern Bank sales trigger is your entry point to pitch CRM and automation for their wealth arm.
🎯 Core Pain Point
- Complex HNW relationship management across banking, investments, escrow
- Manual escrow processes slowing down settlement and reporting
💰 What to Pitch
- Primary: Relationship Management Platform → 360° client view for retention and growth
- Expansion: Escrow Automation Solution → reduce manual errors and accelerate deal closures
🗺️ Quick Context
- HQ: Boston, MA
- Employees: ≈ 1,200
- Rev: ≈ $500 M
- Website: easternbank.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Eastern Bank’s business.
- Salesforce — CRM / Client Engagement
- Unique edge: industry-leading HNW client analytics
- Evaluated by SVP Private Banking & VP Ops for customization
- Microsoft Dynamics 365 — CRM / Client Lifecycle
- Unique edge: deep Office ecosystem integration
- Evaluated by IT Director & CFO for compliance
- nCino — Banking CRM / Digital Banking
- Unique edge: banking-specific workflows & compliance
- Evaluated by Head of Private Banking & CTO for features
- Appian — BPM / Process Automation
- Unique edge: low-code escrow workflow automation
- Evaluated by SVP Private Banking Ops & Head of Escrow
- Temenos — Core Banking / Wealth Management
- Unique edge: end-to-end banking and wealth suite
- Evaluated by CIO & VP Finance for scalability
✅ Do-Now Checklist
Connect with Diana Kenneally on LinkedIn (link above)
Craft email + DM referencing this Eastern Bank sales trigger in first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Don’t miss an Eastern Bank sales trigger—get daily intel, no fluff.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑360° Client Relationship Management Platform❑
PROOF_METRIC = ❑30% faster deal closures❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Diana
COMPANY = Eastern Bank
DEPT = Private Banking
SIZE = ≈30
BOTTLENECK = Manual escrow processing
EVENT = Diana Kenneally’s hire
DETAIL = your hire of Diana Kenneally
PAIN = Complex HNW relationship management
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251015160684&div=41152219
SIM_CO = BNY Mellon
WIN_METRIC = 30% faster deal closures
NEXT_SIZE = ≈50
EMP_EST = ≈1,200
REV_EST = ≈$500M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈30-person Private Banking
Diana—noticed your Private Banking team is ≈30.
That’s when Manual escrow processing slows growth.
We helped BNY Mellon fix this with 360° Client Relationship Management Platform.
Result: 30% faster deal closures.
Quick call?
PS—next bottleneck hits ≈50.
DM ≤45 words, TONE:
Saw your post about your hire of Diana Kenneally — Complex HNW relationship management.
360° Client Relationship Management Platform. 30% faster deal closures.
Quick chat?