High Level Contacts Discovery For a Software Company

The Challenge

Our client was one of the top software designer firm that creates softwares’ designed to automate portfolio accounting for investment management firms, ranging from family offices and investment advisers to large institutional investors and hedge funds. They wanted to source contacts (Contacts Discovery) as per their defined criteria of top German Asset Managers, Wealth Managers and Fund Managers within companies Headquartered in Germany with subsidiary in any foreign location.

SMARTe Solution

SMARTe Contacts Discovery solution

Contacts Discovery solution – SOFTWARE industry

After thoroughly accessing the client’s requirements, we decided to implement our “SMARTe ExplorerContacts Discovery solution. Through our next generation contact data discovery solution, we were able to source highly focused contacts based on their respective target roles as per the client defined criteria. By leveraging our focused web based crawlers and research methodologies (which includes phone research), each contact sourced was validated for its accuracy and relevancy.


Regional Sepcific Contacts Discovery solution

By implementing the Contacts Discovery solution, we successfully sourced more than 1100 Companies having more than 6000 Contacts for EMEA, Saudi Arabia, Europe, Middle East, Nordics, South Africa, UK and US region covering the entire financial sector. This helped us to construct a list for the client of top-level company contacts with roles involving Head of IT, Client Reporting, Operations, Asset Management, Wealth Management, Change Management, Private Banking, Clearing, Investment Officer, Risk, Research, Collateral Management, Collateral Funding & Trading, Financing & Futures, etc.


To give you a brief, we were able to productively supply the client with accurate contacts & companies comprising of its target audience profiles with a quick turn-around-time as well. This ultimately assisted the client in improving its marketing & sales efforts and in-turn giving its business a huge boost.