FB Financial Nashville Trigger: Close More Deals

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🚀 Battle Card: FB Financial Corporation

Quick trigger:

👤 Decision Maker in the News

Clayton (Clay) W. Hart, Head of Nashville, Senior Vice President · 🔗 LinkedIn

💡 Why It Matters

Strategic leadership shift boosts commercial and private wealth focus in Tennessee heartland, opening doors for tailored analytics and CRM solutions. → Source

🎯 Core Pain Point

Intense competition in Nashville market for commercial banking clients.

Scalability challenge: growing private wealth operations without inflating costs.

💰 What to Pitch

Primary: Client Relationship Management Platform → Streamline client acquisition & retention

Expansion: Wealth Management Analytics Suite → Drive personalized cross-sell & profitability

🗺️ Quick Context

HQ: Nashville, TN

Employees: ≈ 2,500

Rev: ≈ $1.2 B

Website: firstbankonline.com

🤼 Competitive Intel

*Which other vendors you’ll probably face to win FB Financial Corporation’s business.*

Salesforce — CRM / Sales Automation

Unique edge: Financial Services Cloud with end-to-end client lifecycle tools
Evaluated by SVP for client management insights

Microsoft Dynamics 365 — CRM / Sales Automation

Unique edge: Native Office 365 integration & customizable workflows
Evaluated by IT & Ops for seamless adoption

FIS — Core Banking / CRM

Unique edge: Comprehensive banking operations and CRM modules
Evaluated by COO & CFO for scalability and ROI

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (link above) and reference the FB Financial Corporation sales trigger

Generate email + DM with the Copy-My-Prompt block (Step 7) calling out this FB Financial Corporation sales trigger and send first touch

Schedule follow-ups in CRM (Day 3 & Day 10) tying back to the FB Financial Corporation sales trigger

Next Step

Stay ahead of the next FB Financial Corporation sales trigger and fill your pipeline. Subscribe to NewsletterForLeads

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Client Relationship Management Platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Clayton (Clay)
COMPANY     = FB Financial Corporation
DEPT        = commercial banking
SIZE        = ≈ TBD
BOTTLENECK  = scaling private wealth operations
EVENT       = Named Clayton (Clay) W. Hart to Lead Nashville Market
DETAIL      = Clayton (Clay) W. Hart to Lead Nashville Market
PAIN        = intense competition in Nashville market
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250922396926&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 2500
REV_EST     = ≈ $1.2B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person commercial banking

Clayton (Clay)—noticed your commercial banking team is ≈ TBD.

That’s when scaling private wealth operations slows growth.

We helped ≈ TBD fix this with Client Relationship Management Platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Clayton (Clay) W. Hart to Lead Nashville Market — intense competition in Nashville market.  
Client Relationship Management Platform. ≈ TBD.  
Quick chat?

FB Financial Nashville Battle Card

🚀 Battle Card: FB Financial Corporation

🤼 Competitive Intel

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

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