Catching a whale prospect with fintech marketing
Agreement Express’s software enables financial services firms to reduce risk in underwriting and speed up the onboarding process. This Canadian company got into the fintech game all the way back in 2001, adapting and expanding to service the payments and wealth management sectors.
How to establish trust quickly
Agreement Express had years of industry experience with major client success under a different company name, but they wanted to level up their marketing to match their growth goals after a rebrand in 2015. They also needed help qualifying leads to ensure they focused their efforts on the right prospects.
The company needed to establish trust, fast—which is critical in finance. Investing in Agreement Express has a major business impact, and they needed to increase their marketing presence to create more industry awareness and prove the software’s impact to prospects.
All about that ABM
To help Agreement Express reach their large lead generation goals, Accelity built an evergreen campaign that can be used over time to convert leads on the website and set up sales enablement featuring a killer sales deck and supporting materials.
Agreement Express had 20 “whale” prospects they wanted to target. We segmented that list into a few buckets based on size, industry and pain point, then created a targeted LinkedIn ad strategy that spoke specifically to that segment’s concerns. We worked with their sales team on account-based marketing (ABM) to coordinate 1:1 outreach in conjunction with the campaign.
Guess what? It paid off.
The campaign reopened some cold opps, opened a couple of new opps and closed one of those whales. By closing that deal, their investment in Accelity paid for itself.
Here’s a sample of the work Accelity created for Agreement Express
