Investor Engagement Surge for Reinsurance Asset Manager
Industry: Technology
Project Overview
Goal
Increase the investor base, improve CRM efficiency by reducing manual data entry and achieve an increase in new client acquisition.
Results
Expanded Investor Base, Enhanced CRM Efficiency, and Increased Client Acquisition
Background
A leading tech marketplace connects insurance risk to capital, providing institutional investors and family offices access to trillions in Insurance Linked Securities.
Engagement Outline
Challenges
Limited Client Base:
The client’s narrow client base hindered investor diversification and access to appropriate capital providers.
Insufficient Lead Flow:
Due to their narrow market presence and lack of engagement with the right capital providers, the client was not generating enough relevant leads to sustain their sales pipeline, which severely impacted their ability to expand and attract new prospects.
Lack of Market Presence:
The firm’s product was not well-known or recognized within its target market. It hadn’t established a strong foothold among capital providers, resulting in limited brand awareness, reach, and sales.
Ineffective GTM Strategy:
The client lacked a clear Go-To-Market strategy and aligned product positioning, limiting their ability to attract institutional investors.
Key Solutions Implemented
Diversifying Investor Base:
Conducted targeted research, identifying 200+ potential investors, unlocking new opportunities and diversifying the client’s investor base for sustainable growth.
Optimizing CRM:
The client’s CRM was upgraded to improve lead tracking and streamline sales funnel management, enhancing follow-up efficiency. This resulted in more personalized engagements and stronger investor relationships, ultimately boosting client retention and satisfaction.
Outreach & Appointment Setting:
Launched strategic outreach campaigns, engaging hundreds of fresh prospects, fueling the sales pipeline with high-quality leads and setting the stage for long-term partnerships
Website Enhancement & Event Strategy:
The client’s digital presence was enhanced through a website upgrade, increasing visibility and improving the user experience, which supported lead capture and engagement. Assessed the client’s engagement activities and provided recommendations on the necessity and potential impact of hosting or participating in industry events.
Conclusion
Our partnership doubled the active investor network and generated a 200% increase in potential investors, leading to a surge in qualified leads and closed investments.
