Exchange Bank Battle Card: Windsor Branch Manager Trigger
Tap into Exchange Bank’s Windsor branch momentum with our battle card. Leverage Santiago Ramirez’s appointment to pitch CRM & automation, outpace competitors, and boost your pipeline.
Published on
Do not index
Do not index
🚀 Battle Card: Exchange Bank
Use this Exchange Bank sales trigger to jumpstart your branch-level pitch.
Quick trigger: Appointment of Santiago Ramirez as Vice President, Branch Manager III of the Windsor branch (Aug 26, 2025)
👤 Decision Maker in the News
- Santiago Ramirez, Vice President, Branch Manager III · 🔗 LinkedIn
💡 Why It Matters
- This Exchange Bank sales trigger signals a leadership shift to accelerate Windsor branch growth and deepen community ties. → Source
🎯 Core Pain Point
- Driving deposit and loan growth amid local competition
- Enhancing branch operational efficiency and regulatory compliance
💰 What to Pitch
- Primary: CRM platform → Unified customer view for cross-sell and retention
- Expansion: Process automation suite → Streamlined workflows and audit-ready compliance
🗺️ Quick Context
- HQ: Santa Rosa, CA
- Employees: ≈ 400
- Rev: ≈ $50 M
- Website: exchangebank.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Exchange Bank’s business.
- Salesforce — CRM & Financial Services Cloud
- Unique edge: Deep FS-specific features & AppExchange ecosystem
- Evaluated by VP Ops & Finance for cross-sell and customer data unification
- Microsoft Dynamics 365 — CRM & ERP
- Unique edge: Native Office 365 and Azure integration
- Evaluated by IT & Branch Ops for seamless productivity tools
- Oracle NetSuite — ERP & Financials
- Unique edge: Unified financial management in the cloud
- Evaluated by CFO & Finance for consolidated reporting
- Finastra — Core Banking Platform
- Unique edge: Modular lending and deposit engines
- Evaluated by COO & IT for scalability and regulatory updates
- Appian — Low-Code Process Automation
- Unique edge: Rapid workflow deployment and compliance tracking
- Evaluated by Operations & Compliance for branch process standardization
✅ Do-Now Checklist
Connect with Santiago Ramirez on LinkedIn
Leverage this Exchange Bank sales trigger when drafting your first email or DM
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY =
OFFER_BRIEF = ❑Unified CRM platform❑
PROOF_METRIC = ❑25% increase in cross-sell❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Santiago
COMPANY = Exchange Bank
DEPT = Operations
SIZE = ≈ 10
BOTTLENECK = fragmented customer data
EVENT = Appointment of new branch manager
DETAIL = his appointment as VP, Branch Manager III of the Windsor branch
PAIN = need to boost deposit & loan growth in Windsor
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250826000029&div=41152219
SIM_CO = Sonoma Bank
WIN_METRIC = 20% deposit growth
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 400
REV_EST = ≈ 50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Operations
Santiago—noticed your Operations team is ≈ 10.
That’s when fragmented customer data slows growth.
We helped Sonoma Bank fix this with Unified CRM platform.
Result: 20% deposit growth.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about his appointment as VP, Branch Manager III of the Windsor branch — need to boost deposit & loan growth in Windsor.
Unified CRM platform. 25% increase in cross-sell.
Quick chat?