Our Customer is a financial technology company based in California that focuses on putting the customer at the center of the financial services experience, Offers a modern open-architecture investment platform that allows firms to reach clients directly or through an advisor. They provide a platform that orchestrates a remote, collaborative client experience, designed to bring clients closer to their financial institutions.
Their ideal prospects were primarily companies working in Bank & Credit Union, but their marketing team was unable to properly define their target market. This made it important for them to have a plan in place to use customized B2B leads to be able to market and sell effectively.
Selling their solutions to large enterprises required them to market their products through strategic campaigns. For successful campaigns running and maximizing impact of those campaigns, they needed a tool which could help them perform granular contact research, and create buyer and account profiles to align sales and marketing efforts.
Most of the average contact discovery and marketing lists they had, were either incomplete or irrelevant. In most cases, important data was missed. Prospecting on such data was wasting critical SDR time. It became challenging for them to identify key decision-makers.
15000 contact data (CEO, Head of Finance, Head of Wealth Management etc.) and 900 company data with 100% SLA guaranteed email addresses for their mass and strategic email campaigns.
Over 59000 company records were cleansed, standardized, and optimized using SNB’s data enrichment service, we identified duplicates across all current contact records and eliminated them. Existing records were refreshed and enriched, offering sales and marketing teams a comprehensive and detailed view of their prospect data. This helped them segment the lists and create targeted marketing campaigns.
SNB provided them a massive contact data with access to new data through prospect discovery by harnessing target personas for ABM or target accounts, along with firmographics, technographic, and advanced list-building capabilities. Consequently, their SDRs saw a 6X increase in connection rate. SNB’s direct dials have a 60% coverage in the USA.