Battle Card: Northern Trust CRM Opportunity
Michael Darby takes the NorCal helm. Spot the deal flow: unified CRM for high-net-worth clients. Connect on LinkedIn. Pitch the 360° client view. Next touch: schedule demo.
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🚀 Battle Card: Northern Trust
Quick trigger:
👤 Decision Maker in the News
- Michael Darby, Senior Managing Director, Northern California · 🔗 [LinkedIn](https://www.linkedin.com/company/northern-trust/)
💡 Why It Matters
- 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
🎯 Core Pain Point
- Scaling integrated wealth management services across three regional offices
- Ensuring consistent, high-touch experience for emerging and legacy affluent clients
💰 What to Pitch
- 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
🗺️ Quick Context
- HQ: Chicago, IL
- Employees: ≈ 20,000
- Rev: ≈ $7 B
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Northern Trust’s business.*
- 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
Send email + DM referencing this Northern Trust sales trigger
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 = ❑Unified CRM & client management platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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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
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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?