The securities finance space is changing, Tonia
But is your CRM data an asset or a liability in finding clients like J.P. Morgan Agency Lending and Sharegain?
But is your CRM data an asset or a liability in finding clients like J.P. Morgan Agency Lending and Sharegain?
Most CRMs are a mess — full of outdated, messy, and duplicated data.
We clean it up.
Using Clay, AI, and custom rules, we enrich your records with precision.
The result?
Smarter segmentation, faster lead routing, and a CRM your team can finally trust.
No more guesswork. Just clean, accurate data.
Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.
To help you explore how it might support your workflow, here are a few questions:
1️⃣ How do you currently identify and prioritize which G-SIBs are ready to adopt new automation strategies? 2️⃣ In what ways do you assess the readiness of your current accounts for deeper engagement in the securities finance lifecycle? 3️⃣ How do you gather insights on the multiple stakeholders involved in decision-making processes for your services?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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