Battle Card: Eastern Bank Private Banking Play

🚀 Battle Card: Eastern Bank

• Diana Kenneally, Senior Vice President, Private Banker · 🔗 LinkedIn

• 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.

• Complex HNW relationship management across banking, investments, escrow

• Manual escrow processes slowing down settlement and reporting

• Primary: Relationship Management Platform → 360° client view for retention and growth

• Expansion: Escrow Automation Solution → reduce manual errors and accelerate deal closures

• HQ: Boston, MA

• Employees: ≈ 1,200

• Rev: ≈ $500 M

• Website: easternbank.com

🤼 Competitive Intel

• 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

Next Step

🧠 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?