Gateway First Bank Sales Trigger: Accelerate Mortgage Deals
Brett Myers just stepped in as President of Banking. He’s on a mission to turbocharge mortgage growth and digital scale. Pitch your digital banking platform and mortgage CRM to drive deal flow and hit quota—next touch in your pipeline.
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🚀 Battle Card: Gateway First Bank
Quick trigger: Promotion of Brett Myers to President of Banking (2025-08-13)
👤 Decision Maker in the News
- Brett Myers, President of Banking · 🔗 LinkedIn
💡 Why It Matters
- Promoting a 15-year banking veteran signals an aggressive push to deepen local market share and turbocharge mortgage growth. → Source
🎯 Core Pain Point
- Scaling mortgage operations nationally while maintaining a community-first approach
- Accelerating digital adoption across eight brick-and-mortar centers
💰 What to Pitch
- Primary: Digital Banking Platform → Streamline customer onboarding & boost online engagement
- Expansion: Mortgage CRM Solution → Accelerate loan processing & grow mortgage portfolio
🗺️ Quick Context
- HQ: Jenks, OK
- Employees: ≈ 600
- Rev: ≈ $200 M
- Website: gatewayfirst.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Gateway First Bank’s business.
- Fiserv — Digital Banking Platform
- Unique edge: End-to-end suite across retail & mortgage
- Evaluated by CIO for seamless core integrations
- Jack Henry & Associates — Core Banking System
- Unique edge: Tailored for community banks & credit unions
- Evaluated by COO for branch operations reliability
- nCino — Cloud Banking CRM
- Unique edge: Salesforce-native with rapid deployment
- Evaluated by VP Lending for mortgage process automation
- Temenos — Core & Digital Channels
- Unique edge: Rich API ecosystem & fintech partnerships
- Evaluated by CTO for future-proof scalability
✅ Do-Now Checklist
Connect with Brett Myers on LinkedIn (link above) referencing this Gateway First Bank sales trigger
Generate email & DM using Copy-My-Prompt block and send first touch
Schedule CRM tasks for follow-ups (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
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✏️ YOUR COMPANY
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OUR_COMPANY =
OFFER_BRIEF =
PROOF_METRIC =
CTA_STYLE =
TONE =
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📌 TARGET COMPANY
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NAME = Brett
COMPANY = Gateway First Bank
DEPT = Banking
SIZE = ≈600
BOTTLENECK = scaling mortgage operations nationally
EVENT = Promotion of Brett Myers to President of Banking
DETAIL = promotion to President of Banking
PAIN = scaling mortgage operations nationally
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250813300867&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈600
REV_EST = ≈200M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈600-person Banking
Brett—noticed your Banking team is ≈600.
That’s when scaling mortgage operations nationally slows growth.
We helped ≈ TBD fix this with ≈ TBD.
Result: ≈ TBD.
Want the 2-min recap?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about promotion to President of Banking — scaling mortgage operations nationally.
≈ TBD. ≈ TBD.
Send case study?