Case Study: Coutts finds and wins high-growth private banking clients with Beauhurst

How Coutts is Finding & Winning New Clients With Beauhurst

Coutts, a private bank, sought to build relationships with high-growth entrepreneurs who represented a significant future source of wealth but were difficult to identify and track using traditional methods. Their challenge was to find these soon-to-be-wealthy individuals early, before they had established private banking relationships. They turned to the data platform from vendor Beauhurst to gain a critical view of this high-growth ecosystem.

Using Beauhurst, Coutts’s team compiled targeted searches and used Collections to track founders of equity-backed businesses, receiving weekly alerts on key developments like funding rounds. The solution provided by Beauhurst enabled them to analyse entire markets, understand funding trends, and approach prospects with timely, informed outreach. As a result, Coutts experienced a major cultural shift, building a successful high-growth proposition and securing a constant pipeline of new, high-quality client opportunities. The vendor Beauhurst became an invaluable product for the bank, fundamentally changing their future business strategy.

Coutts

Greg Kyle-Langley

Head of Entrepreneurs