Deal Flow Trigger: U.S. Bank Wealth Management
Jodi Rolland joins U.S. Bank Wealth Management. Time to pounce on CRM & talent tech. Get pain points, competitor intel & do-now steps for your next touch.
Published on
Do not index
Do not index
🚀 Battle Card: U.S. Bank Wealth Management
Quick trigger:
Rep heads: this U.S. Bank Wealth Management sales trigger is your greenlight to pounce on tech & talent buys.
👤 Decision Maker in the News
- Jodi Rolland, President, Affluent Wealth Management · 🔗 [LinkedIn](https://www.linkedin.com/company/us-bank/)
💡 Why It Matters
- Veteran leadership from JPMorgan & BoA signals a push for CRM & HR upgrades in affluent services. → Source
🎯 Core Pain Point
- Scaling affluent wealth management technology and ops rapidly
- Integrating USBI & USBA services for seamless client experiences
💰 What to Pitch
- Primary: Advanced CRM & sales automation → Boost advisor productivity & client retention
- Expansion: Talent management platform → Attract & develop top wealth professionals
🗺️ Quick Context
- HQ: Minneapolis, MN
- Employees: ≈ 2,500
- Rev: ≈ $1 B
🤼 Competitive Intel
Which other vendors you’ll probably face to win U.S. Bank Wealth Management’s business.
- Salesforce — CRM / Sales Automation
- Unique edge: Industry-leading ecosystem & AppExchange
- Evaluated by President & VP Sales for scalability
- Workday — HCM / Talent Management
- Unique edge: Unified HR & finance data in cloud
- Evaluated by CHRO for workforce planning
- Microsoft Dynamics 365 — CRM / ERP Integration
- Unique edge: Tight Office 365 & Azure integration
- Evaluated by CIO & VP Ops for IT alignment
✅ Do-Now Checklist
Connect with Jodi Rolland on LinkedIn (link above)
Use this U.S. Bank Wealth Management sales trigger to frame your value prop
Craft outreach email using U.S. Bank Wealth Management sales trigger messaging
Log follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Automated CRM & sales workflows❑
PROOF_METRIC = ❑15% boost in advisor productivity❑
CTA_STYLE = ❑quick_call❑
TONE = ❑punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Jodi
COMPANY = U.S. Bank Wealth Management
DEPT = Affluent Wealth Management
SIZE = 2500
BOTTLENECK = Scaling affluent wealth management technology and ops rapidly
EVENT = Jodi Rolland's appointment as President
DETAIL = Jodi Rolland joining as President, Affluent Wealth Management
PAIN = integrating USBI & USBA services for seamless client experiences
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930453339&div=41152219
SIM_CO = Fidelity Wealth Management
WIN_METRIC = 15% boost in advisor productivity
NEXT_SIZE = 3000
EMP_EST = ≈2,500
REV_EST = ≈$1B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 2500-person Affluent Wealth Management
Jodi—noticed your Affluent Wealth Management team is ≈ 2500.
That’s when Scaling affluent wealth management technology and ops rapidly slows growth.
We helped Fidelity Wealth Management fix this with Automated CRM & sales workflows.
Result: 15% boost in advisor productivity.
Quick call?
PS—next bottleneck hits ≈ 3000.
DM ≤45 words, TONE: punchy.
Saw your post about Jodi Rolland joining as President, Affluent Wealth Management — integrating USBI & USBA services for seamless client experiences. Automated CRM & sales workflows. 15% boost in advisor productivity. Quick chat?