The cash management space is changing, Nick
But is your CRM data an asset or a liability in finding clients like Newport Credit Union and Foster Denovo?
But is your CRM data an asset or a liability in finding clients like Newport Credit Union and Foster Denovo?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 identify individual savers who may be seeking better interest rates on their cash? 2️⃣ What processes do you have in place to understand the specific needs and preferences of your individual customers? 3️⃣ How do you prioritize outreach to potential clients when they may have varying levels of awareness about their savings options?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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