The financial services space is changing, Shane
But is your CRM data an asset or a liability in finding clients like Capital Markets and Pico Quantitative Trading?
But is your CRM data an asset or a liability in finding clients like Capital Markets and Pico Quantitative Trading?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 which quantitative hedge funds are most open to adopting new data or technology solutions? 2️⃣ What methods do you currently use to gauge the readiness of decision-makers within a hedge fund for your offerings? 3️⃣ In your outreach efforts, how do you determine the most relevant stakeholders to engage when pitching to multi-faceted trading teams?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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