Fieldpoint Private Trust Sales Trigger

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🚀 Battle Card

🚀 Battle Card: Fieldpoint Private Trust

Quick trigger:

👤 Decision Maker in the News

Shirley Posada, Senior Relationship Manager · 🔗 LinkedIn

💡 Why It Matters

This Fieldpoint Private Trust sales trigger underscores a push into holistic family office growth for high-net-worth clients. → Source

🎯 Core Pain Point

Scaling fiduciary and trust services to match a growing UHNW client base

Integrating wealth planning, governance, and legacy strategies under one platform

💰 What to Pitch Capitalize on the Fieldpoint Private Trust sales trigger with these solutions

Primary: Relationship Management CRM → streamlined client onboarding & tracking

Expansion: Unified Wealth Planning Suite → holistic advisory across trust, family office & legacy

🔥 Trigger Play: Leverage the Fieldpoint Private Trust sales trigger to outflank incumbents in fiduciary services.

🗺️ Quick Context

HQ: Greenwich, CT

Employees: ≈ 150

Rev: ≈ $50 M

Website: fieldpointprivatetrust.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win Fieldpoint’s business.

Northern Trust — Wealth Management / Fiduciary

Unique edge: Global custody & investment ops for UHNW families
Evaluated by COO & VP Ops for operational reliability

BNY Mellon — Trust & Fiduciary Services

Unique edge: Integrated asset servicing & custodial scale
Evaluated by Dir. Wealth for breadth of solutions

SEI — Family Office Technology

Unique edge: End-to-end digital platform & data analytics
Evaluated by CIO/CTO for tech integration

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (links above)

Generate email + DM highlighting this Fieldpoint Private Trust sales trigger in your Copy-My-Prompt and send first touch

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Shirley
COMPANY     = Fieldpoint Private Trust
DEPT        = Relationship Management
SIZE        = ≈10
BOTTLENECK  = Scaling fiduciary and trust services to match a growing UHNW client base
EVENT       = Shirley Posada appointed Senior Relationship Manager
DETAIL      = your appointment as Senior Relationship Manager
PAIN        = Integrating wealth planning, governance, and legacy strategies under one platform
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250909779327&div=41152219
SIM_CO      = Northern Trust
WIN_METRIC  = ≈30% faster client onboarding
NEXT_SIZE   = ≈30
EMP_EST     = ≈150
REV_EST     = ≈$50M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈10-person Relationship Management

Shirley—noticed your Relationship Management team is ≈10.

That’s when Scaling fiduciary and trust services to match a growing UHNW client base slows growth.

We helped Northern Trust fix this with ❑<1-line value>❑.

Result: ≈30% faster client onboarding.  
❑quick_call | case_study❑

PS—next bottleneck hits ≈30.

DM ≤45 words, TONE:
Saw your post about your appointment as Senior Relationship Manager — Integrating wealth planning, governance, and legacy strategies under one platform.  
❑<1-line value>❑. ❑<metric>❑.  
❑friendly | punchy❑