The asset management space is changing, Frank
But is your CRM data an asset or a liability in finding clients like Oldfield Partners and Dowgate Wealth?
But is your CRM data an asset or a liability in finding clients like Oldfield Partners and Dowgate Wealth?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 pinpoint the key decision-makers within the emerging managers you’re targeting? 2️⃣ What insights or signals help you assess whether an account is ready to engage with new asset management solutions? 3️⃣ How do you approach segmenting opportunities among emerging managers when your data may be inconsistent or incomplete?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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