Battle Card: Northern Trust CRM Opportunity

🚀 Battle Card: Northern Trust

• Michael Darby, Senior Managing Director, Northern California · 🔗 [LinkedIn](https://www.linkedin.com/company/northern-trust/)

• This Northern Trust sales trigger highlights a strategic leadership shift in the Bay Area, underscoring the need for integrated digital tools to support high-net-worth client portfolios. → Source

• Scaling integrated wealth management services across three regional offices

• Ensuring consistent, high-touch experience for emerging and legacy affluent clients

• Primary: Unified CRM & client management platform → 360° visibility on client interactions across Menlo Park, Mill Valley & San Francisco

• Expansion: Personalized digital engagement portal → enhanced self-service & loyalty for affluent families

• HQ: Chicago, IL

• Employees: ≈ 20,000

• Rev: ≈ $7 B

• Website: [northerntrust.com](http://www.northerntrust.com)

🤼 Competitive Intel

• Salesforce — CRM for financial services
• Unique edge: Prebuilt wealth & banking modules
• Evaluated by Senior MDs & Ops for deep integration

• Envestnet — Wealth management platform
• Unique edge: Robust advisor analytics & reporting
• Evaluated by Finance & Portfolio teams for insight depth

• SS&C Technologies — Investment & accounting software
• Unique edge: End-to-end asset servicing
• Evaluated by Ops for scalability

• Black Diamond — Portfolio management
• Unique edge: Client-facing portals
• Evaluated by Relationship Managers for UX

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   =
OFFER_BRIEF   = ❑Unified CRM & client management platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Michael
COMPANY     = Northern Trust
DEPT        = Wealth Management
SIZE        = ≈ TBD
BOTTLENECK  = Scaling integrated wealth management services across three regional offices
EVENT       = Appoints Michael Darby as Northern California Market Leader
DETAIL      = overseeing three Bay Area locations
PAIN        = ensuring consistent, high-touch experience for emerging and legacy affluent clients
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930578799&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 20,000
REV_EST     = ≈ $7 B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Wealth Management

Michael—noticed your Wealth Management team is ≈ TBD.

That’s when Scaling integrated wealth management services across three regional offices slows growth.

We helped ≈ TBD fix this with Unified CRM & client management platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about overseeing three Bay Area locations — ensuring consistent, high-touch experience for emerging and legacy affluent clients.  
Unified CRM & client management platform. ≈ TBD.  
Quick chat?