Chilton Trust CEO Trigger: Ignite Your Wealth Pipeline

🚀 Battle Card: Chilton Trust

• Jennifer Lee, President and Chief Executive Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/chilton-trust-company/)

• Her deep U.S. markets expertise will accelerate client acquisition and bolster high-net-worth relationships. → Source

• Scaling personalized service while growing assets under management

• Differentiating in a crowded UHNW wealth management market

• Primary: Wealth CRM Platform → Streamline HNW client workflows and retention

• Expansion: AI Analytics Dashboard → Uncover proactive growth opportunities in AUM

• HQ: New York, NY

• Employees: ≈ 150

• Rev: ≈ 45 M

• Website: [chiltontrustcompany.com](https://chiltontrustcompany.com/)

🤼 Competitive Intel

• Salesforce — CRM for financial services
• Unique edge: Ecosystem of AppExchange & Financial Services Cloud
• Evaluated by CFO & CIO for integration & compliance

• Microsoft Dynamics 365 — CRM & ERP
• Unique edge: Native Office 365 integration
• Evaluated by IT & Operations for seamless collaboration

• Envestnet — Portfolio & wealth management
• Unique edge: Comprehensive AUM oversight tools
• Evaluated by Head of Investments & Advisory for portfolio insights

• SS&C Black Diamond — Reporting & analytics
• Unique edge: Real-time client reporting dashboards
• Evaluated by Reporting & Analytics team for transparency

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Wealth CRM Platform❑
PROOF_METRIC  = ❑35% faster client onboarding❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jennifer
COMPANY     = Chilton Trust
DEPT        = Wealth Management
SIZE        = 150
BOTTLENECK  = Scaling personalized service while growing assets under management
EVENT       = Appointment of Jennifer Lee as President and CEO
DETAIL      = Appoints Jennifer Lee as President and Chief Executive Officer
PAIN        = Differentiating in a crowded UHNW wealth management market
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250923558497&div=41152219
SIM_CO      = Northern Trust
WIN_METRIC  = 35% faster client onboarding
NEXT_SIZE   = 300
EMP_EST     = ≈150
REV_EST     = ≈45M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 150-person Wealth Management

Jennifer—noticed your Wealth Management team is ≈ 150.

That’s when Scaling personalized service while growing assets under management slows growth.

We helped Northern Trust fix this with Wealth CRM Platform.

Result: 35% faster client onboarding.  
Quick call?

PS—next bottleneck hits ≈ 300.

DM ≤45 words, TONE:
Saw your post about Appoints Jennifer Lee as President and Chief Executive Officer — Differentiating in a crowded UHNW wealth management market.  
Wealth CRM Platform. 35% faster client onboarding. Quick chat?