The corporate banking space is changing, Sarah
But is your CRM data an asset or a liability in finding clients like ING and Dun & Bradstreet?
But is your CRM data an asset or a liability in finding clients like ING and Dun & Bradstreet?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 does your team currently identify key decision-makers within corporate banking clients, especially when dealing with multiple stakeholders? 2️⃣ What challenges do you face in understanding the readiness of an account to engage with KYC automation, and how does that impact your outreach? 3️⃣ How do you prioritize opportunities when customer data is inconsistent or incomplete, and what friction does that cause in your KYC processes?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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