The financial services space is changing, Fionn
But is your CRM data an asset or a liability in finding clients like Hazeltree and Major merchant bank?
But is your CRM data an asset or a liability in finding clients like Hazeltree and Major merchant bank?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 determine which institutional accounts are ready for more tailored financial services? 2️⃣ What insights do you rely on to identify the key stakeholders involved in complex transactions? 3️⃣ How do you currently assess the risk appetite of your institutional clients before making a recommendation?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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