Unify
14 Case Studies
A Unify Case Study
Affiniti, a financial services startup providing tailored financial solutions to small businesses, faced the challenge of scaling its personalized outbound efforts across a massive and diverse market without adding headcount. Their lean team was bogged down by manual prospecting and drafting, and previous AI tools failed to deliver authentic messaging. They turned to the vendor Unify for an automated outbound solution.
By implementing Unify, Affiniti's team leveraged AI agents to create hyper-personalized outreach sequences that resonated with different customer segments. The platform’s managed email deliverability also handled domain health automatically. This solution saved the team over 20 hours per week, enabled them to prospect 8,700 leads in three months, and execute 8,000 agent runs, allowing them to scale their outbound efforts dramatically while maintaining authenticity.
Stefano Jacobson
Growth Strategist