Trigger Alert: David Rice Joins Oregon Pacific Bank Trust & Wealth
📣 Trigger at Oregon Pacific Bank: David Rice named EVP & Director of Trust & Wealth. Time to pitch your WealthTech and compliance playbook. Fill that pipeline.
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🚀 Battle Card: Oregon Pacific Bank
Quick trigger:
👤 Decision Maker in the News
- David Rice, Executive Vice President, Director of Trust & Wealth Management · 🔗 LinkedIn
💡 Why It Matters
- This Oregon Pacific Bank sales trigger underscores a push to unify services and enhance client experience by adding executive-level oversight. → Source
🎯 Core Pain Point
- Disjointed trust and wealth workflows hinder personalized service delivery
- Need for stronger risk management and strategic alignment across fiduciary teams
💰 What to Pitch
- Primary: Integrated WealthTech Platform → Streamlined operations and tailored client journeys
- Expansion: Risk & Compliance Solution → Enhanced governance and reduced fiduciary risk
🗺️ Quick Context
- HQ: Florence, OR
- Employees: 148
- Rev: ≈ $75 M
- Website: oregonpacificbank.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Oregon Pacific Bank’s business.*
- Envestnet — Trust & Wealth Management Platform
- Unique edge: Open-architecture with multi-custodial support
- Evaluated by CFO & Director of Trust for investment aggregation depth
- Orion — Portfolio Management Suite
- Unique edge: Customizable client portals and billing automation
- Evaluated by VP Wealth Management for client experience tools
- Addepar — Wealth Data & Analytics
- Unique edge: Real-time performance reporting and analytics
- Evaluated by IT & Risk for data-driven compliance insights
✅ Do-Now Checklist
Connect with David Rice on LinkedIn (link above)
Send first touch email + DM referencing this Oregon Pacific Bank sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Capitalize on this Oregon Pacific Bank sales trigger to fill your pipeline.
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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 = David
COMPANY = Oregon Pacific Bank
DEPT = Trust & Wealth Management
SIZE = ≈ TBD
BOTTLENECK = Disjointed trust and wealth workflows hinder personalized service delivery
EVENT = Executive hire
DETAIL = Appoints David Rice as Executive Vice President, Director of Trust & Wealth Management
PAIN = Disjointed trust and wealth workflows hinder personalized service delivery
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915479081&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = 148
REV_EST = ≈ $75M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Trust & Wealth Management
David—noticed your Trust & Wealth Management team is ≈ TBD.
That’s when Disjointed trust and wealth workflows hinder personalized service delivery slows growth.
We helped ≈ TBD fix this with ❑<1-line value>❑.
Result: ≈ TBD.
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Appoints David Rice as Executive Vice President, Director of Trust & Wealth Management — Disjointed trust and wealth workflows hinder personalized service delivery.
❑<1-line value>❑. ❑<metric>❑.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>