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Case Study

FinTech Finds Hidden Prospects and Cuts Data Work by 75%

Listen to an overview:

A B2B financial infrastructure provider transformed chaotic customer data into actionable intelligence, uncovering valuable sales opportunities while dramatically reducing time spent on manual processes.

The Challenge

  • Sales teams wasted hundreds of hours chasing the wrong prospects due to a CRM filled with thousands of duplicate and inactive records
  • Customer relationships remained hidden in disconnected systems, causing frustrating missed opportunities while competitors secured key accounts
  • Manual data updates consumed entire workdays, creating a perpetual backlog that left teams working with outdated information
  • Valuable cross-sell opportunities remained invisible as teams couldn’t see connections between existing clients and potential new business
  • Marketing and sales teams operated from contradictory datasets, creating embarrassing customer interactions and damaged credibility

The Solution

  • Instant Market Clarity: Eliminated confusion and wasted effort by creating a clean, verified database of active financial institutions that sales could trust
  • Smart Prospect Prioritization: Freed sales teams from overwhelming lists by automatically identifying which potential customers matched the ideal customer profile
  • Hidden Relationship Finder: Revealed previously invisible connections between existing clients and prospects, creating warm paths to new business opportunities
  • Competitive Opportunity Alerts: Automatically flagged accounts using competitor services, helping sales teams target their most receptive prospects first
  • Shared Knowledge Platform: Broke down technical barriers with user-friendly documentation that allowed everyone—not just data specialists—to leverage market insights

The Outcome

  • 85% More Qualified Prospects: The FinTech expanded from a limited view to a comprehensive market picture, with clear indicators showing which prospects were most likely to convert
  • 80/20 Focus Optimization: Prioritized the top 20% of prospects representing 80% of revenue potential, allowing sales teams to concentrate on highest-value opportunities
  • 53% More Cross-Sell Opportunities: Discovered hundreds of connections between existing clients and prospects that created natural paths for relationship expansion
  • 75% Less Time on Data Management: Reduced data refresh time from 12+ hours to just 3 hours, freeing teams to focus on customers instead of spreadsheets
  • Team-Wide Intelligence Access: Enabled marketing, sales, and service teams to work from the same reliable data, eliminating contradictions and improving customer experience

Solution implemented within 90 days with zero disruption to ongoing sales activities. The FinTech maintained complete data security throughout the transition and saw initial results within the first 30 days.

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