The Challenge
The client’s internal SDR team was struggling to consistently penetrate Tier 1 banking and insurance accounts in North America and Europe. Their challenges included:
Low conversion from cold outbound to meetings
Difficulty in mapping decision-makers across data science, risk, and innovation units
Limited traction in insurance and asset management segments
Our Solution
Revnew deployed a dedicated pod focused on BFSI with tailored messaging for verticals like:
Retail & Commercial Banking
Life & General
Insurance
Asset & Wealth
Management
We used competitive displacement hooks, triggered campaigns based on regulatory changes (e.g., IFRS 17, ESG mandates), and mapped stakeholder groups including Heads of Data Science, Risk, and Transformation.
Why It Worked
Domain-specific positioning (e.g., AI/ML use cases in fraud detection, credit scoring, underwriting automation)
Customized messaging aligned to financial regulatory shifts
Multichannel outreach backed by research and personalization
Results in 10 Weeks
- 40+ high-quality meetings across Tier 1 & Tier 2 accounts
- 3x increase in conversion rate from outreach to meeting
- Deep penetration into previously cold accounts like top global insurers and challenger banks
- Strong momentum with net-new logos and pipeline coverage for 2 key regions
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