Use cases / Vendors & consultants

Account-Based Marketing

Precision Prospecting

Build Laser-Focused FI Prospect Lists
To Drive Stronger Campaign Results

With FI Prospect List, instantly identify which institutions need your solutions, based on:

Technographics

The technologies deployed by financial institutions yield insight into their buying habits, integration constraints, vendor diversity, and even
their next-most-likely purchases.

Performographics

Our unprecedented performographics identify and rank every institution’s profit, growth and risk opportunities, summarized as primary themes or detailed as individual components.

Once you’ve generated your target list, filter and segment prospects by firmographics (i.e. FI type, size, or geography) to focus campaigns on the highest probability FI segments.

Technographics

Identify Existing or Missing Technologies

Get unparalleled insight into the technologies and digital offerings deployed by all U.S. financial institutions. Understand their buying habits, integration constraints, vendor diversity, and next-most-likely solutions.

Search for institutions that have (or don’t have) specific retail, business or operating solutions from a hierarchy of nearly 100 solution categories. Or search for specific vendor/products critical to your solution’s integration (ex. core processing) or where your solution matches up favorably.

Performographics

Identify Specific Performance Opportunities

Our not-seen-elsewhere performographics are your window into every institution’s profit, growth and risk opportunities, summarized as primary themes or detailed as individual components.

Find existing performance or offering pain points that align with your solution. For example, identify institutions with a primary opportunity theme of core funding that don’t currently deploy an online account opening solution. Then filter the results by institution type or size.

Advanced FIN Query

Combine Data Sets for High Precision Prospecting

Deploy our advanced FIN Query to harness the powerful combination of technographics, performographics and firmographics for the most precise FI prospecting available anywhere.

Design a query that will precisely identify those institutions where your product is a solution to an existing performance and/or offering deficiency filtered by institution type, size, geography or other firmographic variables.

Transition your dialogue from selling to advisory by delivering accurate insights on any institution’s next-most-likely solution or performance enhancement priorities.

Learn how FI Navigator can impact your FinTech sales, marketing and strategy functions.

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