Expanding Global Reach in the BFSI Sector through Strategic Appointment Setting
Industry Focus: BFSI (Banking, Financial Services, and Insurance)
Service: Targeted B2B Appointment Setting
Geographies: North America, UK, and Europe
Business Challenge
Our client—a global leader in digital engineering and technology services—aimed to expand its presence across North America, the UK, and Europe within the BFSI sector. To accomplish this within a short timeframe, they partnered with Way2Generate to run a high-impact, tightly managed appointment-setting campaign. The objective was to secure meetings with senior decision makers and key influencers within priority accounts.
About the Client
Headquartered in the United States, the client is a trusted technology partner to Fortune 500® companies. Their core strengths lie in:
- Digital Engineering
- Artificial Intelligence
- Advanced Analytics
Their mission is to empower enterprises to make intelligent decisions through the convergence of AI, engineering, and design.
Key Offerings Promoted
- Artificial Intelligence & ML Engineering
- Cloud & Data Engineering
- Customer Experience & Decisioning
- Advanced Analytics
- Digital Operations & Process Automation
- Data Strategy, Warehousing & Governance
- Enterprise Platforms & Cloud Transformation
- Managed Services
Our Strategic Approach
To drive high-quality engagements, Way2Generate deployed a strategic and research-driven methodology:
- Comprehensive Enablement: Our team was trained on the client’s value propositions, market positioning, and industry-specific use cases.
- Custom Messaging: Tailored messaging was crafted for different stakeholder personas, aligning with their pain points and business goals.
- Hyper-Targeted Outreach: We focused exclusively on decision makers such as CIOs, CTOs, CFOs, COOs, and CDOs within BFSI organizations.
- No Cold Calling: Replacing traditional cold outreach, we adopted an insight-led model using personalized emails and LinkedIn outreach, based on in-depth account and persona research.
- Focused on Quality: Rather than targeting sheer volume, the strategy emphasized initiating meaningful conversations with the right stakeholders.
- Agile Execution: Regular client feedback loops helped refine our approach, messaging, and targeting continuously throughout the campaign.
Results Delivered
- 100+ Qualified Meetings in 12 months
- 4 Business Wins directly resulting from campaign engagements
- 40% of meetings held with CXO and VP-level executives
- 25% of meetings progressed to the next stage in the sales pipeline
- Significant pipeline acceleration and revenue growth for the client
Way2Generate’s Value
Way2Generate is a trusted global leader in B2B appointment setting and demand generation. We specialize in:
- Multilingual campaigns
- Account-Based Marketing (ABM)
- Targeted outreach for IT & tech enterprises
Our proven track record of helping global companies engage with decision makers in key markets makes us a preferred partner for growth-focused organizations
