Attract, Retain and Grow Business Customers
with Automated Recognition of Compelling Events
What are Business Compelling Events?
Critical business events that trigger immediate action, urgency, and purchasing decisions.
The Competitive Battle of Business Financial Services
The market of business financial services is highly competitive
Financial offers are hard to differentiate, leading to competition on price.
Institutions heavily invest in acquiring, retaining, and expanding their business customer base
Identify Financial Needs of Companies Ahead of the Competition
with Automated Recognition of Compelling Events
Detect Compelling
Events Automatically
Stay ahead of the competition by identifying pivotal life events that drive the purchase of financial services.
Pinpoint Optimal
Contact Times
Reach out to your customers at the most impactful moments. Contact them when they need you the most.
Identify Financial
Needs
Precisely understand your customers' financial needs. Offer tailored solutions to drive growth.
Craft B2B Personalized Messages
Create personalized messages that resonate. Enhance relationships by addressing unique challenges and goals.
Access Advanced
Company Data
Access unparalleled company data. Understand your customers and stay ahead of the market.
Generate Company
Event Timelines
Visualize your customers' key events and milestones. Stay informed and proactive by understanding their journey.
Strong Customer Relationships are Key to Success.
Knowledge Unlocks Them.
In the financial industry, leveraging deep customer insights transforms relationships into trust and loyalty.
Monitored
Companies
Unique
Data Sources
Frequently Asked Questions
Who is this solution designed for?
The Compelling-Event solution is tailored for commercial financial institutions. It’s utilized by teams that sell financial services to businesses, helping them identify the optimal times to contact customers and determine the most suitable services to offer.
Can you provide examples of compelling events?
Sure, but not online. This is one of our trade secrets. Contact us for more details.
Why is B2B personalized outreach so important?
According to McKinsey, “Winning B2B companies use hyper-personalization in their outreach.” Our Compelling-Event solution generates conversation scripts, meeting questions, and email templates to inspire your commercial team.
Is there a pilot program available?
Yes, we offer a streamlined 6-week proof of value. After a brief interview to define your ideal customer profile and the financial services you wish to offer, we generate dozens of insights for you to test.
Is data integration required?
Deployment occurs in two stages:
Stage 1: No data connectivity is required. You simply receive insights from us.
Stage 2: We connect to your data, making the insights smarter and stronger, and enrich your CRM with combined data insights.
How much does it cost?
Please contact us for pricing details.
What are the risks?
Primarily, the traditional risks of implementing a new solution in an organization apply. Some may prefer their old ways of working, while others may find that even good changes take time to get used to. For successful deployment, focus, managerial decision-making, and team discipline are required.
How does the solution work?
We can’t share all the details online. Contact us for full information. In brief, our algorithms analyze digital trails left by companies to generate insights tailored for the financial services industry.
What is the accuracy of the insights?
The insights are mostly accurate, though they may not always indicate an immediate need for financial services. Use this data to build relationships and understand customer needs, eventually leading to financial service purchases.
Don't Contact Us!
We are serious. Consider these alternatives first as they’re easier: continue using existing traditional databases, run more training sessions for your team, manually search online for company data, push your circles of influence to make more introductions, compete on pricing, and reduce margins.
If you’ve exhausted these options, then yes, maybe you should contact us.