Quota Alert: Northern Trust Ohio Market Sales Trigger

🚀 Battle Card: Northern Trust Wealth Management

• Gary Poth, President, Ohio Market · 🔗 LinkedIn

• New leadership in a key region signals a Northern Trust Wealth Management sales trigger to push digital CRM, data analytics and growth initiatives. → Source

• Modernizing HNW client engagement under a fresh regional vision

• Scaling market expansion across Ohio’s affluent corridors

• Primary: Enterprise CRM & Analytics Platform → Drive 20% uplift in client satisfaction & retention

• Expansion: Multi-channel Marketing Automation → Accelerate regional growth by 25%

• HQ: Cleveland, OH

• Employees: ≈ 2,500

• Rev: ≈ $1 B

• Website: northerntrust.com

🤼 Competitive Intel

• Salesforce — CRM Platform
• Unique edge: Deep HNW customization & AI-driven insights
• Evaluated by CIO & Head of Digital for scalability

• Microsoft Dynamics — CRM / ERP
• Unique edge: Seamless Office 365 integration
• Evaluated by COO & IT for TCO and rollout speed

• Temenos — Wealth Management Core
• Unique edge: End-to-end banking + wealth suite
• Evaluated by CTO & Ops for compliance rigor

• eMoney Advisor — Financial Planning Software
• Unique edge: Interactive client portal & reporting
• Evaluated by Head of Wealth Planning for client experience

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Enterprise CRM & Analytics Platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Gary
COMPANY     = Northern Trust Wealth Management
DEPT        = Wealth Management
SIZE        = ≈50
BOTTLENECK  = modernizing HNW client engagement
EVENT       = New Ohio Market President appointment
DETAIL      = Gary Poth’s appointment as Ohio Market President
PAIN        = modernizing HNW client engagement
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250908305242&div=41152219
SIM_CO      = Fidelity Private Wealth Management
WIN_METRIC  = 20% uplift in client satisfaction & retention
NEXT_SIZE   = ≈100
EMP_EST     = ≈2,500
REV_EST     = ≈$1 B

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈50-person Wealth Management

Gary—noticed your Wealth Management team is ≈50.

That’s when modernizing HNW client engagement slows growth.

We helped Fidelity Private Wealth Management fix this with Enterprise CRM & Analytics Platform.

Result: 20% uplift in client satisfaction & retention.  
Quick call?

PS—next bottleneck hits ≈100.

DM ≤45 words, TONE:
Saw your post about Gary Poth’s appointment as Ohio Market President — modernizing HNW client engagement.  
Enterprise CRM & Analytics Platform. ≈ TBD.  
Quick chat?