Battle Card: Third Federal Dividend & C-Suite Shuffle
Dividend waiver & C-suite shuffle at Third Federal signal a tech-driven overhaul. Pitch cloud core banking & managed DevOps to boost pipeline & close deals.
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🚀 Battle Card: Third Federal Savings and Loan Association of Cleveland
Quick trigger:
👤 Decision Maker in the News
- Andrew J. Rubino, Chief Operating Officer · 🔗 LinkedIn
- Michael J. Carfagna, Chief Information Officer · 🔗 LinkedIn
💡 Why It Matters
- This Third Federal Savings and Loan Association of Cleveland sales trigger shows board’s dividend waiver and C-suite shuffle signal fresh capital strategy and a push for tech-driven ops overhaul → Source Capital reallocation and leadership overhaul is the perfect Third Federal Savings and Loan Association of Cleveland sales trigger for digital banking and ops vendors.
🎯 Core Pain Point
- Siloed legacy systems slowing mortgage origination
- Lack of scalable IT infrastructure for growth
💰 What to Pitch
- Primary: Cloud-based Core Banking Platform → Accelerate loan processing & improve customer experience
- Expansion: Managed DevOps & Infrastructure → Ensure scalable, secure IT operations
🗺️ Quick Context
- HQ: Cleveland, OH
- Employees: ≈ 2,500
- Rev: ≈ $600 M
- Website: thirdfederal.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Third Federal Savings and Loan Association of Cleveland’s business.
- Fiserv — Core Banking / Mortgage Origination
- Unique edge: End-to-end banking suite with deep industry integrations
- Evaluated by COO & CIO for proven stability
- Jack Henry — Core Banking / Payments
- Unique edge: Strong mid-market presence and customization
- Evaluated by Ops for compliance & payments roadmap
- nCino — Cloud Lending Platform
- Unique edge: Native Salesforce integration for digital lending
- Evaluated by CIO for rapid deployment
- Oracle — Core Banking Cloud
- Unique edge: Scalable global cloud infrastructure
- Evaluated by IT for advanced analytics
- Temenos — Digital Banking Platform
- Unique edge: Modern front-end and microservices architecture
- Evaluated by Finance for TCO and modularity
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Draft email + DM referencing this Third Federal Savings and Loan Association of Cleveland sales trigger and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑❑
PROOF_METRIC = ❑❑
CTA_STYLE = ❑❑
TONE = ❑❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Andrew
COMPANY = Third Federal Savings and Loan Association of Cleveland
DEPT = Operations
SIZE = ≈2500
BOTTLENECK = siloed legacy systems slowing mortgage origination
EVENT = Declares Dividend and Announces Leadership Changes
DETAIL = leadership changes effective September 1, 2025
PAIN = siloed legacy systems slowing mortgage origination
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250828212174&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 2500
REV_EST = ≈ $600M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈2500-person Operations
Andrew—noticed your Operations team is ≈2500.
That’s when siloed legacy systems slowing mortgage origination slows growth.
We helped ≈ TBD fix this with ❑❑.
Result: ≈ TBD.
Want the 2-min recap?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about leadership changes effective September 1, 2025 — siloed legacy systems slowing mortgage origination.
❑❑. ❑❑.
Send case study?```