The investment management space is changing, James
But is your CRM data an asset or a liability in finding clients like FOMO Pay and St. James's Place?
But is your CRM data an asset or a liability in finding clients like FOMO Pay and St. James's Place?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 determine if a prospective investment aligns with your risk parameters? 2️⃣ What challenges do you face in identifying the key stakeholders involved in your clients' investment decisions? 3️⃣ How do you ensure the data you're using reflects the current market conditions and regulatory landscape?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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