Case Study Details
Finimize × Corebits
Turning a niche fintech ICP into 2,000+ qualified touches a month — without adding any SDR headcount
Company snapshot
Product
B2B licensing of bite-sized finance content
Audience
Trading platforms, neo-brokerages, and robo-advisors that serve retail investors
North-star metric
User engagement inside client platforms
Team
2 SDRs · 1 BD Lead · HubSpot CRM
The starting point
Pain
Impact
Solution blueprint
ICP filter
Built a custom AI agent that visited each website in real time to confirm if “This is a trading platform, broker, robo-advisor, or neo-bank serving retail investors?”
Auto-excluded sites mentioning “institutional,” “enterprise treasury,” or pure crypto focus.
Result: 458 laser-fit accounts from thousands scraped in the first batch.
Signal stack (per contact)
Signal type
How we pulled it
AI copy engine
Claude took the top three signals and wrote a 90 to 100-word first email sequence.
Tone: helpful analyst, not pushy vendor.
Each email referenced the prospect’s own content gaps (e.g., lack of beginner explainers).
Tech orchestration
Clay drives research + personalisation.
SmartLead rotates domains for deliverability.
Make.com posts positive replies to a #hot-leads Slack channel.
“Content Workshop” wedge
Instead of pitching a licence fee on email #1, we invited leads to a 30-minute “How to write finance content that sticks” webinar:
Social proof: “Execs from Wells Fargo, Visa, Mastercard already registered.”
CTA felt like free value, not a sales ask.
Generated 11 replies → 9 yes → 2 meetings booked from one campaign.
Creative plays that moved the needle
Play
Lift
90-day results
KPI
Before
After
Key takeaways for GTM leaders
Narrow ICP + AI filter = fewer, better accounts
Signals drive personalisation; personalisation drives replies
Content-led first touch opens doors faster than a product pitch.
Build in the client’s Clay, not ours — handover is 10 × simpler.
Delivery & hand-off
All workflows are built inside Finimize’s own Clay account.
6 Loom walk-throughs covering prompts, filters, and sequencing.
12-page playbook PDF: naming rules, scoring weights, cold-reply templates.
Weekly Slack stand-ups; by month three, the SDRs edited prompts themselves.