Battle Card: Fieldpoint Private Trust Sales Trigger
Brian Donovan’s Family Office mandate opens budgets for governance tools. Get the battle card to fuel your pipeline, nail your first touch, and close deals fast.
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🚀 Battle Card: Fieldpoint Private Trust
Quick trigger:
👤 Decision Maker in the News
- Brian Donovan, President, Family Office · 🔗 LinkedIn
💡 Why It Matters
- New leadership boosts push on advanced planning and multi-family office services. This Fieldpoint Private Trust sales trigger highlights budget and mandate for scalable governance & reporting solutions. → Source
🎯 Core Pain Point
- Scalable wealth structuring & reporting across multi-gen families
- Efficient client onboarding & trust administration workflows
💰 What to Pitch
- Primary: Family Office Management Platform → Unified reporting & streamlined advisory ops (leveraging the Fieldpoint Private Trust sales trigger momentum)
- Expansion: Client Portal & Governance Toolbox → Real-time access & strengthened family governance
🗺️ Quick Context
- HQ: Greenwich, CT
- Employees: ≈ 200
- Rev: ≈ $50 M
- Website: fieldpointprivatetrust.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Fieldpoint Private Trust’s business.*
- Addepar — Wealth management & reporting
- Unique edge: Granular data aggregation across asset classes
- Evaluated by CSO & CIO for analytics depth
- SEI — Family office & trust accounting
- Unique edge: Integrated accounting, investment & trust modules
- Evaluated by Finance Director for compliance & audit readiness
- Black Diamond — Portfolio reporting & client portal
- Unique edge: Customizable dashboards & mobile access
- Evaluated by Client Services for digital engagement
- Orion Advisor Services — Wealth management platform
- Unique edge: API-rich ecosystem for advisor workflows
- Evaluated by IT for integration flexibility
✅ Do-Now Checklist
Connect with Brian Donovan on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7), referencing this Fieldpoint Private Trust sales trigger, and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Family Office Management Platform❑
PROOF_METRIC = ❑30% faster reporting❑
CTA_STYLE = ❑quick_call❑
TONE = ❑punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Brian
COMPANY = Fieldpoint Private Trust
DEPT = Family Office
SIZE = ≈25
BOTTLENECK = scalable wealth structuring & reporting
EVENT = leadership appointment
DETAIL = appointed as President, Family Office
PAIN = Scalable wealth structuring & reporting across multi-gen families
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250909748545&div=41152219
SIM_CO = Northern Trust
WIN_METRIC = 30% faster reporting
NEXT_SIZE = ≈50
EMP_EST = ≈200
REV_EST = ≈50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈25-person Family Office
Brian—noticed your Family Office team is ≈25.
That’s when scalable wealth structuring & reporting slows growth.
We helped Northern Trust fix this with Family Office Management Platform.
Result: 30% faster reporting.
Quick call?
PS—next bottleneck hits ≈50.
DM ≤45 words, TONE:
Saw your post about appointed as President, Family Office — Scalable wealth structuring & reporting across multi-gen families.
Family Office Management Platform. 30% faster reporting. Quick chat?