industry
duration
new customers
Impact
Pipeline
EFFICIENCY
Outcome
A B2B wealth-management technology platform offering portfolio analytics and compliance automation needed to break into enterprise financial institutions – RIAs, broker-dealers, and family offices – without a dedicated outbound function. FunnL was brought in to architect the motion from scratch.
Strict regulations meant any outreach that felt generic or off-tone would get dismissed before it even landed.
No single person made the call - 5 to 7 people across different teams all had to be on board.
The big players already had a foot in the door. Winning required a sharper, more specific story about value.
These buyers don't take meetings with people they don't know. Earning their attention took time and the right approach.
Decisions here take 8 to 12 months. The pipeline had to be built way ahead of when anyone was ready to buy.
IT, Compliance, the C-suite - each group had completely different priorities and needed to hear a different message.
Meetings Delivered (SQMs)
47
Opportunities Created
32 SQLs
New Enterprise Customers
8
Opportunity-to-Close Rate
25%
Overall Close Rate
17%
Monthly Meeting Velocity
3.9 / mo
Average Deal Size
$145K
Enterprise ICP ($500M+ AUM)
74%
VP OF SALES - LEADING WEALTH MANAGEMENT TECHNOLOGY PROVIDER
Pipeline Created
Mtg-to-Opp Rate
New Enterprise Logos
Enterprise ICP ($500M+)
600+
Accounts
Targeted
96%
Valid
Valid
47
Meetings
SQMs
68%
Conv.
Conv.
32
Opps
SQLs
25%
Opp-to-close rate
17%
Overall close rate
8
Enterprise customers
FunnL built the regulated-enterprise motion from scratch, validated the wealth-management ICP, and turned consistent meeting volume into real pipeline and closed revenue.
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