The financial services space is changing, Ian
But is your CRM data an asset or a liability in finding clients like iCard and Paysafe?
But is your CRM data an asset or a liability in finding clients like iCard and Paysafe?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 identify the key decision-makers when engaging with a fintech company? 2️⃣ What criteria do you use to assess if a prospect is ready for a transition to a more secure onboarding process? 3️⃣ How do you currently segment and prioritize accounts to address their unique compliance and fraud prevention challenges?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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