GTM engineering for financial services.
Financial services still sells on relationships and reputation, and both are capped by who your bankers and advisers already know. The firms growing fastest reach the next client at the moment it matters: a raise, an acquisition, a new treasurer, a market entry. We build the engine that sees those moments and turns them into conversations your compliance team has already approved.
A company announced it will open in a market you bank, with no accounts there yetForeign direct investment · this morningPublic
A finance director you already serve moved to a company you do notChampion job change · yesterdayPublic
A company in your segment took its first credit facility, and not from youCredit data · this weekLicensed
A facility you hold reaches maturity in one quarter, and nobody has calledRenewal window · this weekYour data
A client's payment flows moved into a corridor you price badlyProduct usage · this monthYour data
Illustrative, not client data. Every line is a signal we can collect: from a public source, from data we license, or from your own systems.
Who we work with
GTM engineering for financial services
Banks and payments
Commercial banking, transaction services and payments
Winning mid-market and enterprise clients at the moment their finance needs change.
Usually led by Head of commercial banking, head of sales
Wealth, asset and fund managers
Distribution and intermediaries
Fund launches and distribution through advisers, platforms and family offices.
Usually led by Head of distribution, business development director
Insurance and B2B fintech
Selling to finance and risk teams
Products bought by CFOs, treasurers and risk leaders, through brokers and partners.
Usually led by CRO, head of partnerships
What financial services asks for first
8 of our 40 solutions, in your words.
The same engine we run in every industry, pointed at the moments that start a deal in yours. See all 40 on the capability wheel →
Signal Intelligence
Funding and expansion
"A company raises money or opens an office, and a competitor calls first."
Signal Intelligence
New joiners in target roles
"A new CFO or treasurer arrives at a target account, and we miss the window."
Signal Intelligence
Champion job changes
"Our client's finance director moves on, and the relationship moves with them."
Sales Enablement
Buying group mapping
"We pitch the treasurer while the CFO, procurement and the board decide."
Expand and Retain
Whitespace mapping
"We cannot see which products our clients buy from someone else."
Expand and Retain
Partner enablement
"Brokers, advisers and introducers hardly know what we offer."
Outbound
Event promotion
"We host client events, and the right decision-makers do not come."
Inbound and Reply
Lead scoring and routing
"Enquiries land with the wrong team, or with nobody."
Where the evidence comes from
Every name on the list comes with a reason it is now.
Who is arriving
Foreign direct investment: the plants, offices and regional headquarters announced before anyone has opened an account.
Who just changed
New CFOs, treasurers and finance leaders, dated to the day.
Who you already serve
What each client buys from you, and what they could buy.
What you may say
Messaging agreed with compliance before anything runs, and a record of every approach.
And here is where we get it
Public sources
Foreign investment and expansion announcements, economic development agency releases, company registries and annual filings, regulator registers and licence grants, funding and acquisition news, appointments.
Data we license
Credit and firmographic data, private company financials, trade and payments benchmarks, industry league tables.
Your own systems
Core banking and CRM records, product holdings and the gaps beside them, broker and adviser relationships, event attendance and referrals.
Every signal on this page is one we can collect. Some are public, some come from data we license, and some are already inside your systems. What is available varies by market and by licence, so the workshop settles what can be collected for you before anything is built.
Built in your CRM, with Clay as the data and signal layer. You see every approach and every reply, every week.
Questions
Asked by financial services teams.
Other industries we work in:
Can GTM engineering work in a regulated industry?
Yes, when it is built for it. Message templates are agreed with your compliance team before they run, outreach goes only to business contacts, and every approach is recorded in your CRM.
Is this for wealth management?
For the business side of it: intermediaries, platforms and family offices, and the companies whose owners become clients. We do not run outreach to private individuals.
Where do you work?
From Singapore, across Asia Pacific, with firms entering the region and firms growing in it.
Where does the data behind these signals come from?
Three places. Public sources such as foreign investment and expansion announcements, economic development agency releases, company registries and annual filings, regulator registers and licence grants, funding and acquisition news, appointments. Data we license: credit and firmographic data, private company financials, trade and payments benchmarks, industry league tables. And your own systems: core banking and CRM records, product holdings and the gaps beside them, broker and adviser relationships, event attendance and referrals. What is available varies by market and by licence, so the workshop settles what can be collected for you before anything is built.
Start here
Twenty minutes. Then we decide together.
Tell us where you are and what you need, and a Co-Founder listens. If the call goes well and we all agree, we recommend a 60-minute workshop, where we map how your accounts, data and outreach work today and you leave with a written plan.
Hosted by Steve Dawson and Charles Tidswell, Co-Founders