Battle Card: Win Gateway Bank Deal
New President Mukhtar Ali at Gateway Bank means ops shake-up and a prime moment to build your pipeline. Pitch workflow automation and digital banking to close faster. Get the quick checklist for your next touch and boost your deal flow. 💰
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🚀 Battle Card: Gateway Bank, F.S.B.
Quick Gateway Bank, F.S.B. sales trigger:
👤 Decision Maker in the News
- Mukhtar Ali, President and Chief Operating Officer · 🔗 LinkedIn
💡 Why It Matters
- This Gateway Bank, F.S.B. sales trigger signals a leadership shift to accelerate community banking growth in Oakland. → Source
🎯 Core Pain Point
- Scaling local market operations
- Enhancing digital banking services
💰 What to Pitch
- Primary: Operations workflow automation → Streamlined branch management & reduced manual errors
- Expansion: Digital banking platform → Improved customer acquisition & retention
🗺️ Quick Context
- HQ: Oakland, CA
- Employees: ≈ 75
- Rev: ≈ $30 M
- Website: gatewayfsb.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Gateway Bank, F.S.B.’s business.
- FIS — Banking platform
- Unique edge: Integrated payments & core banking
- Evaluated by COO & VP Ops for scalability
- Jack Henry & Associates — Core banking system
- Unique edge: Robust compliance & reporting
- Evaluated by Dir. Finance for regulatory fit
- nCino — Digital banking platform
- Unique edge: Cloud-native loan origination
- Evaluated by IT & Ops for implementation speed
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Reference the Gateway Bank, F.S.B. sales trigger in your first email
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get intel like this daily on every Gateway Bank, F.S.B. sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑operations workflow automation❑
PROOF_METRIC = ❑30% reduction in process time❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Mukhtar
COMPANY = Gateway Bank, F.S.B.
DEPT = Operations
SIZE = ≈10
BOTTLENECK = scaling local market operations
EVENT = Appoints Mukhtar Ali as President and Chief Operating Officer
DETAIL = appointment of new President & COO
PAIN = scaling local market operations
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250808516425&div=41152219
SIM_CO = Community Bank of the Bay
WIN_METRIC = 30% reduction in process time
NEXT_SIZE = ≈20
EMP_EST = ≈75
REV_EST = ≈$30M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈10-person Operations
Mukhtar—noticed your Operations team is ≈10.
That’s when scaling local market operations slows growth.
We helped Community Bank of the Bay fix this with operations workflow automation.
Result: 30% reduction in process time.
Quick call?
PS—next bottleneck hits ≈20.
DM ≤45 words, TONE:
Saw your post about appointment of new President & COO — scaling local market operations.
operations workflow automation. 30% reduction in process time.
Quick chat?