Overview

Valuefy is a Wealth-tech firm that uses advanced technology to help wealth managers make better and faster decisions based on data. Their tools provide valuable insights at every step of the investment process, making it easier for wealth managers to perform their jobs effectively.

Challenge

Valuefy wanted to expand their presence in markets like UK, Singapore, Hong Kong, and the GCC but faced challenges in reaching key decision-makers and maintaining engagement during long sales cycles. They were looking for an experienced team who could provide strategic support, help them identify the right stakeholders, and drive engagement to overcome these challenges. After assessing their needs, they found that Kredis was the ideal partner.

Our Approach

With Kredis’ expertise and tailored approach, we were able to guide them through the complexities of these markets and help them achieve their expansion goals successfully. To address their challenges, we employed a multi-faceted strategy:

Universe Mapping: We identified and targeted decision-makers in Banks, NBFCs, Family Offices, and Wealth Management companies. This approach allowed us to focus on high-potential leads and ensure our outreach efforts were directed at the right stakeholders.

Account-Based Marketing (ABM): Our ABM approach involved personalized email campaigns, followed by timely follow-ups to engage decision-makers in the targeted sectors, driving their interest and ensuring consistent engagement.

LinkedIn Outreach Campaigns: We sent tailored messages to decision-makers on LinkedIn, ensuring continuous engagement and maintaining momentum throughout the sales process.

Warm Calls: After receiving positive responses, we conducted warm calls to nurture leads and convert them into meetings, ensuring a smooth transition from initial interest to deeper discussions.

Kredis' Engagement with Valuefy

Valuefy initially partnered with us for 3-months, which was extended to 2 years due to outstanding results. We helped them build a strong top-of-the-sales-funnel pipeline in the UK, APAC, and GCC regions. We consistently scheduled more qualified meetings each month, leading to multiple product demos and advanced discussions. After a 2.5-year cooling period, Valuefy reengaged Kredis for another year, expanding their prospect database to include leads from Singapore, Hong Kong, India, the Philippines, and the GCC.

Key Achievements

• Built a consistent pipeline of high-quality leads across the UK, APAC, and GCC.

• Achieved a 1.5x increase in qualified meetings each month, leading to more than 150+ meetings in 2 years.

• Increased engagement by 2x, with 30% of meetings progressing to advanced discussions.

• Expanded the database by 40%, adding new prospects from Singapore, Hong Kong, India, the Philippines, and the GCC.

• Generated multiple high-value opportunities, with several progressing to product demos and sales negotiations.

Kredis' targeted and strategic efforts helped Valuefy strengthen its presence in key global markets, effectively engage decision-makers, and generate meaningful opportunities for sustained growth. Through our tailored outreach and consistent engagement, we helped Valuefy overcome their challenges and achieve successful expansion, with measurable results in lead generation, engagement, and market visibility.