Case Study: Visible Alpha maintains uninterrupted client relationships and boosts pipeline influence with LinkedIn Sales Solutions (Sales Navigator)

Visible Alpha Strengthens Relationships with Sales Navigator in the Fast-changing Financial Services Space

Visible Alpha, a New York–based financial technology firm that delivers investment research and data analytics to hedge funds and asset managers, faced a fast-changing client landscape: analysts and portfolio managers frequently moved between firms, and prospects were inundated with messages. The company needed a scalable way to track customers through career transitions and maintain timely, relevant outreach to preserve relationships.

Visible Alpha implemented LinkedIn Sales Navigator to automate lists and alerts for job changes, view employee headcounts, and use InMail to reconnect when personal emails weren’t available, enabling more personal engagement. The tool kept contact uninterrupted and turned a flagged job move into a new sales opportunity; 91% of revenue from reps using Sales Navigator and 85% of pipeline were influenced by LinkedIn.

Visible Alpha

Luke Johnson

Senior Client Success Manager