Financial Services•Lead Generation
45% More Meetings with Verified Business Owner Data
A boutique investment firm struggled to reach business owners for alternative investment opportunities. Clean data and DNC-compliant lists transformed their outreach results.
45%
More Meetings Booked
92%
Contact Accuracy
0
DNC Complaints
The Challenge
The investment firm's traditional approach—buying lists from multiple vendors—created several problems:
- High bounce rates on email campaigns (28% average)
- Constant worry about DNC compliance violations
- No way to verify if contacts were still at the company
- Difficulty reaching actual decision-makers vs. gatekeepers
Their compliance officer was particularly concerned about the lack of documentation on data sourcing and DNC screening.
The Solution
The firm transitioned to Clean Leads 365 for their prospecting data:
- Business owner targeting: Filtered for verified business owners with revenue thresholds
- DNC screening: All phone numbers screened against federal and state registries
- Real-time verification: Email and phone verified at time of export
- Compliance documentation: Full audit trail of data sourcing and screening
The Results
Within the first quarter of using Clean Leads 365:
Email bounce rate
28%8%
Connection rate (phone)
11%24%
Meetings per month
1217
Cost per meeting
$340$195
Key Takeaways
- Financial services firms need documented, compliant data sources
- Real-time verification dramatically reduces wasted outreach
- DNC screening is non-negotiable for phone-based prospecting
- Business owner filters help reach actual decision-makers
Need Compliant Financial Services Data?
See how Clean Leads 365 handles DNC compliance and data verification.