The fintech lending space is changing, James
But is your CRM data an asset or a liability in finding clients like Yonder and Trilo?
But is your CRM data an asset or a liability in finding clients like Yonder and Trilo?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 assess whether a potential borrower’s financial data is comprehensive enough to make informed lending decisions? 2️⃣ What processes do you have in place to prioritize accounts that may have complex credit needs but could yield high value? 3️⃣ How do you determine which stakeholders to engage when a lending opportunity involves multiple decision-makers?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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