FSI

Targeted Account Engagement

CrowdBox Finance excels in targeting and engaging high-value accounts within the financial services industry. Our team connects with senior-level executives across sectors like Insurance, Wealth Management, Business Loans, Capital Markets, and Fintech. By identifying prospects who are actively in a buying cycle, we ensure that your sales efforts are focused on opportunities with the highest potential.

Real-Time Intent Data

We leverage real-time financial services-specific intent data to identify businesses engaging with the market and entering a buying cycle. By focusing on leads with the highest conversion potential, your team will always target the right prospects at the ideal moment, boosting conversion rates and maximising ROI.

Seamless Appointment Setting

Our expert team ensures a smooth process from lead engagement to booked meetings. Through personalised calls and targeted digital strategies, we deliver qualified, ready-to-buy prospects directly into your CRM. Our focus on quality ensures that each appointment is relevant and timely, helping your sales team connect with high-value decision-makers.

AI-Driven Data Team

Our dedicated AI-Driven Data Team plays a critical role in analysing target account lists and combining them with intent signals to pull relevant business decision-makers from within those accounts. Whether you provide a list of accounts or allow us to build one for you based on criteria like revenue, company size, employee size, industry, or location, our team ensures accurate targeting. We typically achieve a high match rate using our first-party database, and any gaps are filled through LinkedIn and other third-party data tools.

Digital Ad Optimisation

We understand the constant challenge of managing expensive ad spend and ensuring it translates into real conversions and tangible meetings. That’s why we have a dedicated digital team that analyses and optimises your ad spend while aligning it with our phone outreach efforts. By leaving no stone unturned, we make sure engaged, targeted prospects are consistently being put in front of you and your sales team, driving meaningful results.