Case Study: Currencycloud achieves faster market segmentation and new sales opportunities with PitchBook

PitchBook creates big wins for the Currencycloud sales team

Currencycloud, the fintech company that automates foreign exchange payments and cross-border transactions, needed a better way to identify its addressable market and find new business opportunities across complex target verticals. Before using PitchBook, its sales development team struggled with weaker research tools, limited coverage in some foreign markets, and difficulty finding “lighthouse” customers to support growth.

PitchBook helped Currencycloud segment markets more accurately with rich data, Boolean search, workspaces, screeners, and saved searches with alerts. As a result, the team worked three to four times faster, saved hours each week, and secured two new banking opportunities within its first quarter using PitchBook.

Currencycloud

Rhys Jenkins

Senior Business Development Specialist