CASE STUDY
Case Study
Transforming Financial Consolidation with Finance Process Intelligence and Targeted Account Data
Date
Industry
FP&A SaaS Vendor
Client Type
Mid-Market
A mid-sized financial consolidation and corporate performance management software vendor offering consolidation, planning, and financial close tools used by mid-market and enterprise finance teams, particularly in manufacturing and services.
Identify European mid-market companies using legacy Excel-driven processes or older CPM tools.
Find accurate CFO, Head of FP&A, and Financial Controller contacts.
Identify evidence of finance-process pain, including long financial close cycles.
Built an ICP-matched database of companies showing finance-process signals.
Identified signals such as extended month-end close times from investor reports and customer forums.
Mapped target companies to verified senior finance contacts.
Extracted signals of manual close processes and spreadsheet dependence from job descriptions, product forums, and finance transformation content.
Matched companies to revenue and employee bands and prioritized them by industry fit.
Phone-verified senior finance contacts and enriched profiles with technology-gap indicators.
2,867 target companies delivered
10,405 senior finance contacts delivered
9% demo rate
34% EU pipeline increase
18% faster time-to-purchase
The approach combined finance-process pain signals, ICP matching, verified senior finance contacts, and technology-gap indicators to identify companies with a stronger potential need for financial consolidation and CPM solutions.
2,867 Target Companies
10,405 Senior Finance Contacts
Finance-Process Pain Signals
Legacy Excel and CPM Usage Indicators
Revenue and Employee Band Data
Industry-Fit Prioritization
Technology-Gap Indicators
“The program merged finance process intelligence with validated senior finance contacts to help discover high-potential accounts and speed up targeted sales engagement.”
Financial Consolidation & CPM Software Vendor
ReadytoIdentifyCompaniesWithFinanceProcessPain?
Meta Insyt helped a financial consolidation software vendor identify 2,867 target companies and 10,405 senior finance contacts using finance-process and technology-gap intelligence.