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Case Study

How a Canadian Fintech Closed the AI Search Gap

Client

  • Financial Technology
  • Canada
  • HQ: Canada

Target Market

  • Canada
  • Banking, Credit Unions, Neo-Banks, Financial Services
  • CTO, VP of Digital Banking, Head of Payments, Director of Digital Transformation
41
Discovery Calls
138
Marketing Qualified Leads
54
Sales Qualified Leads

The Client

The Client had strong delivery capabilities but limited reach into their target accounts. Without a dedicated outbound function, they were relying on referrals and inbound interest that couldn’t sustain their growth targets.

The Challenge

The Client had strong delivery capabilities but limited reach into their target accounts. Without a dedicated outbound function, they were relying on referrals and inbound interest that couldn’t sustain their growth targets.

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