of the annual pipeline target, inside named BFSI accounts.
Digitap.ai
Digitap.ai provides AI and machine learning solutions for customer onboarding, automated risk management, risk analytics, customized scorecards and account aggregator use cases.
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.
Objective: Enhance Digitap.ai's sales funnel and promote its AI powered BFSI solutions through Account Based Marketing and multi-threaded outreach into named BFSI accounts.
- Geography: India
- Industries: BFSI, banking, NBFC and FinTech
- Buyers: Product, risk, compliance and credit underwriting stakeholders
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.
- 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.
“We had set a target of 96 meetings for the year. Intandemly delivered 150 percent of that.”
Founder and CEO, Digitap.ai
Outcome
Digitap hit 150% of its annual target: 144 buying-committee conversations opened inside its named accounts, against a target of 96.
- 150% of the annual pipeline target, inside named BFSI accounts.
- 144 buying-committee conversations opened against a target of 96.
- Stronger sales funnel coverage for BFSI accounts.
Key learnings
- Competitive FinTech categories need value differentiation by buyer pain point.
- Aligning the consultant, data and sales operations gets you deeper into each account, faster.
Want a similar outcome inside your accounts?
In 30 minutes, a senior strategist reviews your target accounts, maps a sample buying committee and shows you the account-based plan we'd run.
Senior strategist, not an SDR · Sample buying committee mapped live · No generic deck
- Reviewed by a senior Intandemly strategist
- Sample buying committee mapped live
- Tailored account-based plan, no generic decks
