The Challenge
A national investment firm was working with outdated contact records and surface-level data. Inaccurate emails, disconnected numbers, and missing personal details made it difficult to engage existing customers—let alone find new ones. Without a clear picture of who they were reaching, campaigns were falling flat.
The Goal
Refresh and enrich customer data to improve campaign targeting and audience understanding.
What Happened
The firm used Versium REACH to breathe new life into their database. By appending missing contact information and layering in detailed demographic and psychographic insights, they gained a fuller picture of each contact. This allowed their team to segment more strategically and prioritize the right audiences for outreach.
The Results
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Improved data accuracy and contactability
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Sharper audience profiles for better segmentation
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Increased campaign focus and lead quality
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Why It Matters
You can’t market effectively to people you don’t really know. With Versium REACH, this investment firm turned disconnected data into high-quality conversations that moved the needle.