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Case Study
Digitap.ai
FinTech AI Platform · India
Digitap.ai provides AI and machine learning solutions for customer onboarding, automated risk management, risk analytics, customized scorecards and account aggregator use cases.
Business Challenge
The BFSI AI market was highly competitive, with other vendors offering similar services, so Digitap.ai needed to differentiate customer onboarding, automated risk management, risk analytics and customized scorecard offerings.
Intandemly Approach
- Account selection and prioritization for high value BFSI accounts
- Customized messaging and content for each target account
- Multichannel outreach across email, social media and targeted advertising
- Sales enablement support for closing conversations
Result
Digitap achieved 150 percent of its annual meeting target, delivering 144 meetings against a target of 96.
Company Name
Digitap.ai
Industry
FinTech AI Platform
Region
India
Campaign Objective
Enhance Digitap.ai's sales funnel and promote its AI powered BFSI solutions through Account Based Marketing and targeted meeting generation.
Business Challenge
The BFSI AI market was highly competitive, with other vendors offering similar services, so Digitap.ai needed to differentiate customer onboarding, automated risk management, risk analytics and customized scorecard offerings.
Target Audience
- Geography: India
- Industries: BFSI, banking, NBFC and FinTech
- Buyers: Product, risk, compliance and credit underwriting stakeholders
Channels Used
- Social media
- Targeted advertising
- Sales team enablement
Intandemly's Approach
- Added an SDR, a data miner and a Sales Operations Manager to run the workflow and deliverability.
- Helped identify and prioritize high value accounts based on Digitap.ai's goals.
- Created customized messaging and content tailored to each target account's pain points.
Campaign Execution
- Built a qualified account database through SDR and data miner collaboration.
- Ran a multichannel approach to reach target accounts.
- Tracked campaign performance through metrics and reporting for data driven decisions.
Verified Outcomes
- 150 percent of annual meeting target achieved.
- 144 meetings delivered against a target of 96.
- Stronger sales funnel coverage for BFSI accounts.
Key Learnings
- Competitive FinTech categories need value differentiation by buyer pain point.
- SDR, data and sales operations alignment improves meeting target attainment.
“We had set a target of 96 meetings for the year. Intandemly delivered 150 percent of that.”