The lending software space is changing, Owain
But is your CRM data an asset or a liability in finding clients like MotoNovo and Close Brothers?
But is your CRM data an asset or a liability in finding clients like MotoNovo and Close Brothers?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 prioritize which lending opportunities align best with your operational capabilities? 2️⃣ What methods do you use to identify key decision-makers within your established lender clients? 3️⃣ How does your team ensure that the data informing your outreach reflects the latest compliance and operational requirements?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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