Enterprise FinTech Expansion Delivered 410% ARR Growth and $1.8M in New Deals
Client
- FinTech / Open Banking
- Salt Lake City, Utah, USA
- HQ: Salt Lake City, Utah, USA
Target Market
- United States and Canada
- Banking, Credit Unions, Wealth Management, Lending, Insurance, Personal Finance Platforms
- Chief Technology Officer, Chief Digital Officer, VP of Product, Head of Open Banking, VP of Engineering, Director of Partnerships
The Client
The Client is a US-based open banking and data connectivity platform serving financial institutions across North America. It provides account verification, data aggregation, and permissioned financial data access via API.
The Challenge
The Client was scaling into new North American markets but lacked the outreach infrastructure to engage enterprise financial institutions at volume. Internal teams had limited bandwidth to identify, qualify, and warm up prospects ahead of product demonstrations.
Webinars were a proven content format for the Client, but registration numbers remained low and attendee-to-pipeline conversion was inconsistent. A structured, outbound-led lead generation program was needed to fill the funnel and drive qualified attendance.
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