Bombora’s premium B2B data including Intent, Identity, and Audiences empowers financial services companies to prioritize their investment, deepen engagement with in-market accounts, and continuously optimize their strategies. Derived from our one-of-a-kind Data Co-op, governed by persistent privacy-first, consent-driven data collection protocols, Bombora’s data is both accurate and reliable. The following case studies illustrate how financial services businesses have used these insights to enhance their sales and marketing efforts.

Harnessing B2B data for market expansion

Challenge

A leading payment solutions organization struggled to identify when enterprise clients were in the market to explore new vendors or solutions, particularly those locked into multi-year contracts. Without insight into online research behavior, they found it challenging to prioritize their sales and marketing efforts and engage with high-intent accounts.

Solution

The organization enhanced the effectiveness of its traditional lead scoring model, historically dependent on firmographic data, by incorporating real-time Company Surge^® data. This allowed them to identify high-potential prospect accounts actively researching payment processing across the web and enabled them to focus on those with high composite scores and engagement across multiple topics. By layering these Intent signals onto their lead scoring system, they shifted from static targeting to a dynamic, Intent-driven approach, equipping sales reps with the insights needed to prioritize their time and ensure outreach was both relevant and impactful.

Bombora’s suite of data solutions elevated sales returns by 4X

Challenge

A $50 billion global financial services business faced challenges improving ROI of its outbound sales team targeting middle and large-market prospects. The team’s reliance on cold calling and emailing resulted in low conversion rates, lengthy sales cycles, high churn, and limited engagement. Marketing needed a reliable solution to build a pipeline of warm leads that could power their sales team with higher close rates, shorter sales cycles, and greater contract value— all while meeting the organization’s strict data privacy standards.

Solution

Bombora was selected for its privacy-first, consent-driven data and ability to seamlessly integrate with the client’s existing CDP and sales workflows. Bombora’s team of B2B data experts collaborated closely with the client to develop a tailored, three-step roadmap designed to expand their pool of warm leads and achieve their business goals. First, Bombora integrated Intent data into the client’s Salesforce instance, enabling the sales team to prioritize in-market accounts based on real-time insights; this included providing recommended talk tracks for the sales team based on the specific topics prospects were researching. Next, Bombora’s Visitor Insights tag was implemented to identify anonymous B2B web traffic, providing the sales team with a fresh set of warm leads to engage. Finally, the Marketing team started working with Bombora’s Audience Solutions team to activate the Company Surge^® Intent data and the Visitor Insights-driven website visitors in digital marketing campaigns. These digital campaigns, personalized bottom-funnel messaging, accelerated Sales pipeline development and led to elevated campaign form fills.