The financial services space is changing, Ignacio
But is your CRM data an asset or a liability in finding clients like Raiffeisen Bank International and ClearBank?
But is your CRM data an asset or a liability in finding clients like Raiffeisen Bank International and ClearBank?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 When evaluating potential financial institutions to partner with, how do you ensure that you're identifying decision-makers who understand your security requirements? 2️⃣ How do you assess whether an account is ready to adopt a more integrated security solution, or still grappling with legacy systems? 3️⃣ In your outreach efforts, what criteria do you use to prioritize accounts that are most likely to benefit from your threat modeling capabilities?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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