Case Study: Leading Global Financial Services Company achieves executive-level engagement and uncovers 1,700 target executives with RelPro

RelPro enables board-driven imperative for firm to “Elevate the Conversation” with clients

Leading Global Financial Services Company, which processes trillions in daily securities transactions, needed to elevate conversations with its 30 top strategic accounts by engaging more senior executives — something its CRM and existing data could not support. To meet this board-driven imperative, the firm engaged RelPro and its Data Services to provide relationship intelligence and executive targeting.

RelPro applied analytics and relationship mapping to the client’s top 30 accounts, identifying 1,700 new target executives and sourcing detailed contact and connection intelligence; the client prioritized 700 executives for targeted follow-up, resulting in closed new sales and a new strategic dialogue with key accounts. The company now uses RelPro for ongoing alerts, collaboration and follow-up across its global account base and has expanded RelPro data services to analyze its next tier of accounts.