The financial inclusion space is changing, Kirsty
But is your CRM data an asset or a liability in finding clients like Centenary Bank and GiveDirectly?
But is your CRM data an asset or a liability in finding clients like Centenary Bank and GiveDirectly?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 are you currently identifying the key stakeholders in each NGO that would be involved in fund distribution decisions? 2️⃣ What visibility do you have into the operational challenges that your clients face during the fund transfer process? 3️⃣ How do you assess whether an account is ready for a more streamlined payment solution?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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