We are for sure living in interesting time, recently increasing ecosystem complexity has placed unprecedented demands upon financial services. According to research, ‘The future of financial services’, the next decade will see a radical transformation in the financial industry.

Consumer demand for financial industry will increase in all age groups, in particular Boomers and Generation Y. not only in their needs, but in services they purchase. Emerging technologies forcing in the financial service industry are impacting businesses.

The convergences of these forces provides a window of opportunity for financial industry to elevate business performance and gain a competitive advantage.

Financial companies are using data for their marketing purposes and to make lending decisions. But it’s been found that lot of people from the investment organizations are not frequently updating their information on web platforms. Professionals such as Risk Managers, Analysts, Traders, Portfolio Managers are not too socially active. Thus it is very tricky to find their exact job roles and decision-making capability. Additionally, they recognize the significance of competitive intelligence for generating business opportunities within their target market.

Specific Offerings:

  • Contact Sourcing – Identifying right contacts in the define target universe helping sales & marketing efforts.
  • Competitive Tracking – Uncover business secrets in competitive install bases and plan ‘way-in’.

One of the world’s leading multinational media and information firm approached SMARTe for solving their varied marketing data requirements. They were facing difficulty in discovering Traders & Analyst from Agriculture sector particularly in banks based out of USA and Europe. As a company that operates in more than 100 countries, our client sought our help, based on our in-depth Sales and Marketing domain expertise and logical methodologies, as well as our deep understanding of sales pipelines and revenues.


By using our Contact Discovery solution, we helped the client by using SMARTe’s technology web based crawler helping in sourcing contacts from various online sources. Approximately 3500+ companies and 5000+ contacts were sourced by SMARTe enabling true value and meeting our client’s desired expectations. Our solution helped the client in increasing their marketing effectiveness, sales pipelines and revenue by providing 100% accurate and relevant contact data.



A global leader in providing dedicated platform for business development asked us to prepare a focused targeting approach for discovering contacts from businesses with a revenue range of Euro (€) 300 million scouring through diverse industries.


With our comprehensive know-how of the sector and concentrated approach towards the specified geographies, we were able to elucidate our client where their business openings lie across the globe. We provided accurate and relevant custom-built contacts through our focused web based crawlers and research methodologies which includes tele-verification, covering around 37 countries.

  • Data is VERY difficult to get right – finding the right organisation, the right contacts and methods to communicate are tasks that most B2B organisations continue to find a challenge. SMARTe had been in contact with me for some time and when we had a specific challenge in providing high quality data for a competitive installed base campaign to our EMEA inside Sales team, I approached SMARTe to support us in developing a list of competitors, target audience and direct phone numbers. I had not expected the quality of data that we received. Out Inside Sales team, who had received calling data from marketing for many campaigns, gave glowing praise for the data that SMARTe had sourced for us, and found that the contacts were relevant, the phone numbers were accurate and they were able to show a ROI of 1:39 – which is amazing! I would certainly be recommending SMARTe for custom list builds, as they are the ONLY data vendor I have worked with where the data quality was better than our expectations.

    Ikram Ghani, Director, Global Marketing Operations, CenturyLink Technology Solutions
  • SMARTe worked with us as a ‘Global Data Partner’, delivering contact data across 50+ countries across regions including Europe, the Middle East and Africa. Through their contact discovery solution they custom-built contact lists for a range of non-traditional industries including tyre manufacturers, tea producers and biofuels. The level of accuracy was extremely high and the use of contact data delivered by SMARTe not only saved us significant time but led to an immediate increase in the response rates to our marketing campaigns and ultimately to higher sales volumes.

    Derek Cox, Managing Director, Esmerk
  • SMARTe’s Contact Discovery facilitated one of our Accounts Based Marketing campaign by catering us accurate contact data from focused industries like Gaming and e-commerce in EMEA and Russia. We at Akamai have found SMARTe’s approach to sourcing and verifying data very effective, providing accurate and relevant contact data customized to our specific business requirements.

    Varun Gopalakrishnan, Regional Marketing Manager, Akamai Technologies
  • SMARTe has been instrumental in us gaining traction in new commercial markets; not only have they provided high quality contacts for the US, but also utilized advanced processes to cross language barriers. They have delivered high quality B2B contacts for Europeans well. With niche titles sought by us at a global level, SMARTe has been able to cater our unique requirements. Their work has shortened the lead qualification process and we look forward to a continued partnership with the SMARTe team.

    Hannah Grap, Senior Director, Marketing Communications, SDL
  • SMARTe’s on-demand contact discovery model minimized our investment in finding relevant, validated and complete contact details across our prospects. SMARTe has proved itself functionally and technically by refreshing and enriching our entire contact database within the CRM on an ongoing basis. Working with SMARTe, we have tripled our B2B contact list while increasing the accuracy of information from 25% to over 80%. These changes have resulted in a significant improvement in open and click through rates for our email campaigns.

    Kristen Knouft, Former SVP and Chief Marketing Officer, Procurian (Now a part of Accenture)
  • Sanjay and the SMARTe team are excellent resource. In a field full of vendors claiming to have the ‘best database with the most accuracy’ and where 99% of companies don’t come close to their claims; SMARTe stands out in that 1%. The database he built for us in North America and Europe is spot on, accurate and fast. Sanjay’s a joy to work with. His easy going style and constant sharing of best practices and tips has helped us get the most out of our investment. I will use Sanjay and SMARTe again and again and highly recommend him.

    Christine Crandell, Former SVP of Marketing , Accept Software (Acquired by Artemis)
  • There are a number of alternatives in the world of Lead Generation services. Sanjay and SMARTe stand out from this crowd in many ways. Sanjay was willing to work with us when we were much earlier stage company than we are today and when we were still exploring a market. Even though this probably meant more work in generating appropriate and meaningful leads, he took on the task. His team delivered on time quality work through the entire duration of our project. Most importantly, Sanjay was personable, always available and willing to be understanding and accommodating to the business model needs of our company. I strongly recommend SMARTe and its demand generation solutions to any organization.

    Swami Viswanathan, Former VP of Products, SDL

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