“The quality and coverage of B2B contact database are very impressive...”
Mark J.
Platform
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
Top Bank Identifies High-Value Investors Faster with Clodura.AI’s Funding News Insights
Identified Funded Companies Faster3x
Increased Investor Engagement35%
Achieved 20% Higher Conversions20%
Introduction
Capturing Investment Opportunities with Real-Time Funding News
A leading investment bank faced challenges in identifying high-net-worth individuals (HNI) and companies receiving new funding. With outdated market insights, the bank was missing crucial opportunities to offer financial advisory and investment services.
After leveraging Clodura.AI’s funding news and sales triggers, the bank
- 3x faster identification of newly funded companies
- 35% increase in investor engagement rates
- 20% higher conversion rates for financial services
Challenges
Missed Opportunities Due to Delayed Market Insights
Before Clodura.AI, the bank struggled with:
Slow Access to Funding News:
- By the time funding announcements reached the sales team, competitors had already engaged these businesses.
Difficulty Targeting High-Value Investors:
- Without real-time insights, the bank couldn’t proactively engage funded companies for financial services.
Low Engagement from Cold Outreach:
- Generic outreach to investors yielded low response rates, reducing the success rate of investment offerings.
To capture funding-based opportunities, the bank needed real-time market intelligence.
Solution
Enhancing Investor Engagement with Clodura.AI’s Funding Insights
By using Clodura.AI’s real-time funding news alerts, the bank optimized investor prospecting.
Identifying Newly Funded Companies Instantly
- Sales teams received immediate alerts when companies secured Series A, B, or late-stage funding.
Prioritizing High-Intent Prospects for Financial Services
- AI-driven scoring helped identify businesses actively looking for banking solutions post-funding.
Personalized Investment Pitches to Funded Companies
- Advisors tailored offers based on funding size and business growth trajectory, improving conversion rates
Faster Engagement and Higher Conversions
Within six months, the bank:
3x
Faster Identified Funded Companies
Sales teams reached decision-makers immediately after funding rounds.
35%
Increased Investor Engagement:
Personalized outreach led to higher response rates.
20%
Achieved Higher Conversions:
Timely engagement improved financial services adoption rates.
That little voice telling you that you’re missing out on sales is right.
Sign up now and start closing more deals with qualified prospects than ever before.