Lincoln Financial Sales Trigger: John Morriss as CIO

🚀 Battle Card: Lincoln Financial

• John Morriss, Executive Vice President, Chief Investment Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/lincoln-financial-group/)

• This Lincoln Financial sales trigger underscores a push for integrated public and private investment strategies in a volatile market. → Source

• Fragmented portfolio management across public and private markets

• Limited real-time risk analytics for $300B+ AUM

• Primary: Unified Investment Management Platform → Single system for public and private markets oversight

• Expansion: Advanced Risk & Performance Analytics → Deeper insights and regulatory compliance

• HQ: Radnor, PA

• Employees: ≈ 13,000

• Rev: ≈ $14B

• Website: [https://www.lincolnfinancial.com/](https://www.lincolnfinancial.com/)

🤼 Competitive Intel

• 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

Next Step

🧠 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?```