Carter Bank Battle Card: Pipeline Trigger

🚀 Battle Card: Carter Bank

• Andy Meece, Senior Vice President, Director of Strategy and Finance · 🔗 LinkedIn

• Charlie Sword, Senior Vice President, Controller · 🔗 LinkedIn

• Fresh promotions in strategy and finance point to imminent strategic initiatives and budget realignment. This Carter Bank sales trigger signals opportunity for financial tech pitch. → Source

• Disconnected FP&A workflows slowing executive decision-making

• Manual close processes creating risk and wasting resources

• Primary: FP&A Software → Real-time strategic insights to guide growth

• Expansion: Accounting Automation Platform → Streamlined close and reduced errors

• HQ: Martinsville, VA

• Employees: ≈ 500

• Rev: ≈ $4.8 B

• Website: carterbank.com

🤼 Competitive Intel

• Oracle — FP&A
• Unique edge: Scalable enterprise suite
• Evaluated by SVP Finance & Controller for integrated budgeting

• Workday — FP&A / HCM
• Unique edge: Unified finance and HR workflows
• Evaluated by Dir. Strategy for agility

• Anaplan — Connected Planning
• Unique edge: Scenario modeling at scale
• Evaluated by Strategy & Finance for forecasting precision

• BlackLine — Accounting Automation
• Unique edge: Continuous accounting and close automation
• Evaluated by Controller for reconciliation efficiency

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑❑
PROOF_METRIC  = ❑❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Andy
COMPANY     = Carter Bank
DEPT        = finance
SIZE        = ≈ TBD
BOTTLENECK  = ≈ TBD
EVENT       = Strengthens Leadership Team with Key Promotions
DETAIL      = Key Promotions
PAIN        = Disconnected FP&A workflows slowing executive decision-making
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902182921&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ TBD
REV_EST     = $4.8 B

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person finance

Andy—noticed your finance team is ≈ TBD.

That’s when ≈ TBD slows growth.

We helped ≈ TBD fix this with ❑<1-line value>❑.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Key Promotions — Disconnected FP&A workflows slowing executive decision-making.  
❑<1-line value>❑. ❑<metric>❑.  
Quick chat?