Fortune 500 Commercial Bank case study: Not only did these Insights contribute to higher booking rates, they also revealed accounts with higher spend and lower overall risk.

Commercial Data Business Director

Results at a Glance

How a Fortune 500 commercial bank used LeadGenius Insights to predict credit needs, double bookings and find accounts with lower default risk.

2x
increase in bookings
Higher
month-to-month spend
Lower
default risk over time

What We Did

The Central Business Management team at this Fortune 500 commercial bank was interested in finding a solution to address four potential value drivers for the business:

Provide more predictive information on when a given business may need credit
Allow GTM teams to instantly form a deeper connection with these businesses and their leaders by having “insider” knowledge at their fingertips
Complement existing risk models to help identify delinquency risk
For existing customers, predict changes in performance

The Results

2x Increase in Bookings. Accounts with Insights identified were 2x more likely to become a customer.
Significant Month-to-Month Spend. Accounts with Insights identified spent more than those without.
Significantly Lower Risk. Accounts with Insights identified were significantly less likely to default over time.

Case Studies

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