Battle Card: Partners Bank of California’s Beverly Hills Hires
Partners Bank CA adds 2 HNW leaders in Beverly Hills. Use our battle card for targeted CRM & omnichannel pitches. Fast intel. Faster deal flow. 💰
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🚀 Battle Card: Partners Bank of California
Quick trigger:
👤 Decision Maker in the News
- Shauna Shalom, Senior Vice President, Los Angeles Regional Manager · 🔗 LinkedIn
- Hajera Nobi, Vice President, Client Advisor · 🔗 LinkedIn
💡 Why It Matters
- This Partners Bank of California sales trigger reflects a strategic push to deepen high-net-worth relationships in LA’s booming market. → Source
🎯 Core Pain Point
- Penetrating the high-net-worth segment in Los Angeles
- Scaling relationship-based service without losing personalization
💰 What to Pitch
- Primary: Wealth Management CRM → Streamlined client touchpoints and improved retention
- Expansion: Omnichannel Engagement Suite → Cross-sell analytics and digital advisory capabilities
🗺️ Quick Context
- HQ: Mission Viejo, CA
- Employees: ≈ 50
- Rev: ≈ $75 M
- Website: pbofca.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Partners Bank of California’s business.
- Salesforce — CRM / Sales Automation
- Unique edge: Enterprise-scale workflows and robust HNW client modules
- Evaluated by SVP & VP for integration depth
- HubSpot — Inbound CRM
- Unique edge: Fast deployment and marketing automation
- Evaluated by Marketing Manager for lead nurture
- Microsoft Dynamics 365 — CRM / ERP
- Unique edge: Native Office 365 and Power Platform synergy
- Evaluated by IT for corporate alignment
- Workday — HCM / HR Management
- Unique edge: Unified HR and talent analytics
- Evaluated by Regional Manager for team scaling
- BambooHR — HRIS
- Unique edge: SMB-friendly onboarding and self-service
- Evaluated by VP People for cost-effectiveness
- ADP — Payroll & HR Services
- Unique edge: Compliance expertise and outsourcing options
- Evaluated by Finance for risk mitigation
✅ Do-Now Checklist
Connect with Shauna Shalom and Hajera Nobi on LinkedIn
Craft email + DM referencing the Partners Bank of California sales trigger and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get every Partners Bank of California sales trigger without the noise.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Automate and personalize HNW client engagement❑
PROOF_METRIC = ❑25% boost in client retention❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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NAME = Shauna
COMPANY = Partners Bank of California
DEPT = Client Advisory
SIZE = ≈10
BOTTLENECK = scaling personalized service
EVENT = Strengthens Beverly Hills Team With Two Key Hires
DETAIL = Strengthening your Beverly Hills office
PAIN = penetrating the Los Angeles high-net-worth segment
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250812493991&div=41152219
SIM_CO = Excel Bank
WIN_METRIC = 25% boost in client retention
NEXT_SIZE = ≈15
EMP_EST = ≈50
REV_EST = ≈75M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈10-person Client Advisory
Shauna—noticed your Client Advisory team is ≈10.
That’s when scaling personalized service slows growth.
We helped Excel Bank fix this with Automate and personalize HNW client engagement.
Result: 25% boost in client retention.
Quick call?
PS—next bottleneck hits ≈15.
DM ≤45 words, TONE:
Saw your post about Strengthening your Beverly Hills office — penetrating the Los Angeles high-net-worth segment.
Automate and personalize HNW client engagement. 25% boost in client retention.
Quick chat?