Lincoln Financial Sales Trigger: John Morriss as CIO
John Morriss named Lincoln Financial’s CIO. Trigger your next touch with a pitch for unified investment management & risk analytics. Feed your pipeline and close deals.
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🚀 Battle Card: Lincoln Financial
Quick trigger: Appointment of John Morriss as EVP, Chief Investment Officer (effective October 13, 2025)
Use this Lincoln Financial sales trigger to kickoff your investment tech pitch.
👤 Decision Maker in the News
- John Morriss, Executive Vice President, Chief Investment Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/lincoln-financial-group/)
💡 Why It Matters
- This Lincoln Financial sales trigger underscores a push for integrated public and private investment strategies in a volatile market. → Source
🎯 Core Pain Point
- Fragmented portfolio management across public and private markets
- Limited real-time risk analytics for $300B+ AUM
💰 What to Pitch
- Primary: Unified Investment Management Platform → Single system for public and private markets oversight
- Expansion: Advanced Risk & Performance Analytics → Deeper insights and regulatory compliance
🗺️ Quick Context
- HQ: Radnor, PA
- Employees: ≈ 13,000
- Rev: ≈ $14B
🤼 Competitive Intel
Which other vendors you’ll probably face to win Lincoln Financial’s business.
- BlackRock Aladdin — Investment Management Platform
- Unique edge: Integrated portfolio risk and trading
- Evaluated by CIO for scale and data integration
- SS&C Clearwater — Performance & Risk Reporting
- Unique edge: Specialized insurance fund analytics
- Evaluated by Head of Reporting for compliance depth
- SimCorp Dimension — Investment Operations System
- Unique edge: End-to-end processing for large AUM
- Evaluated by COO for back-office automation
- eFront — Private Markets Software
- Unique edge: Comprehensive alternative asset management
- Evaluated by Private Markets Lead for deal sourcing tools
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Reference this Lincoln Financial sales trigger in your outreach
Generate email + DM with the Copy-My-Prompt block (Step 7) 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 = ❑Unified Investment Management Platform❑
PROOF_METRIC = ❑25% faster risk reporting❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = John
COMPANY = Lincoln Financial
DEPT = Investments
SIZE = ≈ TBD
BOTTLENECK = Fragmented portfolio management across public and private markets
EVENT = Appointment of John Morriss as EVP, Chief Investment Officer
DETAIL = Appoints John Morriss as EVP, Chief Investment Officer
PAIN = Fragmented portfolio management across public and private markets
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250929943307&div=41152219
SIM_CO = State Street
WIN_METRIC = 25% faster risk reporting
NEXT_SIZE = ≈ 25
EMP_EST = ≈ 13,000
REV_EST = ≈ $14B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Investments
John—noticed your Investments team is ≈ TBD.
That’s when Fragmented portfolio management across public and private markets slows growth.
We helped State Street fix this with Unified Investment Management Platform.
Result: 25% faster risk reporting.
Quick call?
PS—next bottleneck hits ≈ 25.
DM ≤45 words, TONE:
Saw your post about Appoints John Morriss as EVP, Chief Investment Officer — Fragmented portfolio management across public and private markets.
Unified Investment Management Platform. 25% faster risk reporting.
Quick chat?```