USE CASE:
The real work behind account prioritization for fintech companies
Everything below is about one job: account prioritization for fintech companies, done in a way that survives a list rather than a single lookup. We are Mamba Labs, we build Apify actors, and B2B Buying Signals is the one that does this for fintech companies.
The situation
Fintech companies skew account prioritization, for a reason specific to them. Start from this: fintech companies sit behind a licence, so the trading name and the regulated entity are often two different companies, and account prioritization follows. Worth knowing about fintech companies, since account prioritization inherits it: the marketing site belongs to the brand and the filings to the licence holder, and joining them by name fails. We keep 2 preconfigured tasks for account prioritization on fintech companies, across 2 tools.
Traditional Search Tools
- The FCA and FINRA registers, for fintech companies. Free, authoritative on who is licensed, and useless for anything about the product.
- Your CRM's predictive scoring. Salesforce Einstein and the HubSpot equivalent both learn from your closed won history. Useful once you have enough of it, and useless in year one.
- 6sense, Demandbase or an intent vendor. They buy third party intent you cannot see yourself, which is the real product. Priced for a team with a marketing budget line.
- Whoever replied last. Not a joke. Recency of engagement outperforms most scoring models, and it is already in your CRM.
- Rank them in a spreadsheet. Three columns, a weight each, sort descending. Crude, fast, and roughly as accurate as most scoring models for a list under a few hundred.
Mamba Labs Apify Actors
These are the actors we built for this job. If yours is not covered here, search from the bar at the top of the page or contact us here and tell us what you need.
- B2B Buying Signals1 preconfigured task on this page's job.
- ICP & Account Lead Scoring1 preconfigured task on this page's job.
Preconfigured tasks
A task is one of these actors with the inputs already filled in for a specific version of this job. Open one, swap in your own list, and run it without setting anything up from scratch.