FinListics Solutions

14x Lead Volume and 102% ROI for B2B Software Solution

Test Data

Related Industries
  • Business-to-Business (B2B)
  • Financial Services
Related Capabilities
  • Performance Media Planning & Buying
  • Performance Content & Creative
  • Nurturing & Marketing Automation
  • Strategy & Consulting
Person walking into a sales meeting with confidence

Results
Achieved

730%

Increase in Lead Volume

1,300%

Increase in MQL Volume

102%

Return on Investment

2,300+

Webinar Registrations

The Ambition

For nearly two decades, FinListics has been helping enterprise sales organizations harness and leverage the power of Insight-Led Selling 

Their award-winning Sales Intelligence platform, ClientIQ, equips advanced-level sellers with financial data, context, insights, and tools to inform a point of view and demonstrate a deep understanding of a prospect’s business performance challenges and opportunities. 

F500 companies found significant success with ClientIQ, but their growth was powered largely by word-of-mouth. Their story wasn’t reaching as many qualified prospects as it could. FinListics was working with minimal digital marketing infrastructure and offering a powerful solution that is difficult to explain. As a result, they experienced low lead volume and little brand recognition.

Results
Achieved

730%

Increase in Lead Volume

1,300%

Increase in MQL Volume

102%

Return on Investment

2,300+

Webinar Registrations

The Results

Through a combination of valuable content and learning opportunities, optimized audience journeys, and targeted advertising, FinListics enjoys a steady, scalable pipeline of highly qualified business. The leads arrive with the sales team with a healthy understanding of ClientIQ and its benefits. This means less explaining and more selling for these experts in sales methodologies.

Approach

Partners & Resources

  • Google
  • Microsoft
  • Facebook
  • LinkedIn
  • HubSpot

Content builds credibility. Level’s full-service creative team crafted messaging tailored to the audiences most likely to buy a FinListics solution. With a plan in mind, we created articles, videos, guides, and webinars that elevated the expertise within FinListics. Each piece of the journey was designed to capture attention, build trust, and inspire action. From pure awareness through market education and lead generation, we provided real value to the user while keeping the power of the Insight-Led Selling approach front-and-center. 

Our campaigns kept the journey moving.  Our B2B team built optimized landing pages and customer nurturing sequences designed to convert visitors into leads and leads into opportunities for the FinListics’ sales team. After getting new, qualified prospects into the FinListics’ marketing ecosystem, we use automated nurturing sequences to further educate prospects into becoming customers. The results speak for themselves. 

"Level Agency has demonstrated strong strategic partnership in working with our sales team to understand not just lead volume and cost, but also sales impacts.”

Melody Astley

Chief Revenue Officer