Seeking Advice on Running Outbound Sales in Relationship-Driven Financial Services Industry
Hey all, curious if anyone here has experience running outbound in relationship-driven industries like financial services. Most of the Clay use cases I see are focused on SaaS or high-velocity outbound, but financial services is a different animal. Buyers are harder to reach, titles vary a lot, and the sales motion is slower and more trust-based. I'm trying to figure out how to use Clay effectively in that context without the outreach feeling like spray and pray. Specifically interested in:
How you're thinking about ICP targeting when relationship and reputation matter more than volume
Whether anyone has cracked personalization at scale for a more conservative buyer
Any signals or enrichment sources that have worked well for this vertical
Happy to share what I've built so far in return. Would love to swap notes