The investment management space is changing, Giles
But is your CRM data an asset or a liability in finding clients like Arab Bank and National Bank of Abu Dhabi?
But is your CRM data an asset or a liability in finding clients like Arab Bank and National Bank of Abu Dhabi?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 does your team currently assess the accuracy and relevance of the data used for identifying potential investment opportunities? 2️⃣ In your experience, what challenges arise when trying to pinpoint the right decision-makers within institutional asset management firms? 3️⃣ How do you prioritize accounts that may be underperforming due to incomplete or outdated data?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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