Specialty investment bank: 7K to 22K verified contacts
The bank brought Moving Parade in because its deal teams sourced acquisition targets by hand, from a CRM that had decayed. We turned that CRM into a signal-scored pipeline that stays current, with compliant outbound on top.
Client
Specialty investment bank
Role
GTM Infrastructure, RevOps
GTM
Key Takeaway
With the copy locked, relevance had to come from timing and targeting. We kept their CRM rather than replace it, enriched it on a schedule, and scored every target on evidence-linked growth signals.
Context
The situation.
In the bank’s words: “our system works, but it’s not the most efficient.” Target lists were pulled once and never refreshed. As a FINRA-regulated bank, it can’t personalize email copy.
Solution
What we built.
Results
3x
Verified contact database
>95%
Deliverability target
2x+
Monthly qualified-opportunity target
Tell us where you are. We’ll tell you what we can do.
