WSFS Bank Sales Trigger: New EVP Sparks PA Pipeline

🚀 Battle Card: WSFS Bank

• Bernard Shields, Executive Vice President, Pennsylvania Market President · 🔗 LinkedIn

• New leadership in Pennsylvania market drives growth strategy and client engagement in a key region. → Source

• Intense competition from national and regional banks in Pennsylvania

• Pressure to accelerate commercial loan growth and client cross-selling

• Primary: Advanced Commercial Banking CRM → Streamlined client management across PA region

• Expansion: Client Insight Analytics → Data-driven cross-sell opportunities

• HQ: Wilmington, DE / USA

• Employees: ≈ 2,000

• Rev: ≈ $400M

• Website: wsfsbank.com

🤼 Competitive Intel

• Salesforce — CRM / Banking Cloud
• Unique edge: Industry-specific tools for banks
• Evaluated by IT & Sales Ops for customization

• Microsoft Dynamics — CRM
• Unique edge: Native Office 365 integration
• Evaluated by CFO for reporting

• HubSpot — CRM & Marketing Automation
• Unique edge: All-in-one platform for lead gen
• Evaluated by VP Marketing for inbound pipelines

• Zoho — CRM
• Unique edge: Modular, cost-effective apps
• Evaluated by Dir IT for budget

• Pipedrive — CRM
• Unique edge: Visual pipeline management
• Evaluated by Sales Teams for UX simplicity

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Advanced Commercial Banking CRM❑
PROOF_METRIC  = ❑30% faster deal closures❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Bernard
COMPANY     = WSFS Bank
DEPT        = commercial banking
SIZE        = ≈ 50
BOTTLENECK  = manual client data processes
EVENT       = executive appointment
DETAIL      = appointment as Pennsylvania Market President
PAIN        = pressure to accelerate commercial loan growth
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251015835773&div=41152219
SIM_CO      = M&T Bank
WIN_METRIC  = 25% increase in cross-sell rates
NEXT_SIZE   = ≈ 100
EMP_EST     = ≈ 2,000
REV_EST     = ≈ $400M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 50-person commercial banking

Bernard—noticed your commercial banking team is ≈ 50.

That’s when manual client data processes slows growth.

We helped M&T Bank fix this with Advanced Commercial Banking CRM.

Result: 25% increase in cross-sell rates.  
Quick call?

PS—next bottleneck hits ≈ 100.

DM ≤45 words, TONE:
Saw your post about appointment as Pennsylvania Market President — pressure to accelerate commercial loan growth.  
Advanced Commercial Banking CRM. 30% faster deal closures.  
Quick chat?