Hey Nashra! I currently work in this space and I think I can share some thoughts:
- I do believe you can use Clay in certain cases. Everything will depend on whether you can (i) integrate your data to operate at scale (ii) whether you can bring external signals.
- For example, if you are doing a basic KYC using publicly available information, you may ingest the users data, then use claygents to surface public knowledge and come up with an answer. Or you can integrate your own KYC signals into clay (I have never done that, but I believe this is possible).
- However, of course the core of Clay is GTM workflows. There are other specialized tools that are able to do these workflows you mentioned with greater scale.