Case Study: Anduin saves 75% of the time securing initial meetings and gains 408 new contacts with Affinity

Affinity helps Anduin get initial meetings with prospects 75% faster

Anduin Transactions, a San Francisco–based fintech with a 30‑person international team, was preparing for a full product launch but lacked a scalable way to manage customer relationships, relying on shared docs, Confluence pages, and spreadsheets. To address this, Anduin adopted Affinity’s relationship intelligence platform, using features like automatic email capture, contact management, dashboards and the Alliances tool.

Affinity enabled Anduin to supercharge lead generation and follow‑up: the team saves roughly 75% of the time previously required to secure an initial meeting, uses daily contact management and dashboard snapshots for rapid reporting, and gained +408 contacts and +111 organizations via Affinity’s Alliances — driving higher‑quality, referral‑based feedback and recovering hours each day.

Anduin

Paul Ipavec

Business Development Lead