B2B Finance

Asset distribution

Map and engage your distributorsA reliable database, a tracked relationship

Private banks, insurers, platforms, IFAs, family offices: identify each distributor, group it with its group and stay in touch through campaigns, events and reminders.

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The problem

Why distributor databases degrade

And why it is costly

  • 01

    Poorly identified companies

    Trade names, subsidiaries, regional networks: the same company appears under several records.

  • 02

    Closed companies still targeted

    Without register monitoring, you keep writing to entities that no longer exist.

  • 03

    Emails that do not get through

    Invalid addresses and bounces damage the sending reputation of the whole team.

  • 04

    Misleading statistics

    Opens counted by security bots inflate campaign results.

The solution

A distributor database that stays accurate

Controls built into the CRM

  • 01

    Legal identity

    SIREN, LEI or local registration number on every company. Duplicates blocked at creation.

  • 02

    Type and segment

    Asset manager, bank, insurer, platform, IFA, family office: a single classification, filterable everywhere.

  • 03

    Groups and entities

    Subsidiaries linked to their group. Several SIREN numbers possible for the same brand.

  • 04

    Register monitoring

    Every month, companies closed in the register are flagged to you. Nothing is deactivated without you.

  • 05

    Deliverability address by address

    Bounces tracked, addresses suspended then reassessed, verification before sending.

  • 06

    Events

    Invitations in waves, targeted reminders, one-click registration.

Use cases

Day to day

Three tasks the CRM simplifies

Cleaning an imported database

  1. 1CSV import with column detection
  2. 2Companies matched against the INSEE register
  3. 3Duplicates proposed for merging, history kept
  4. 4Each correction validated by you

A clean database with no loss of history

Campaign to a segment

  1. 1Audience by type, segment and country
  2. 2Inactive companies excluded automatically
  3. 3Sent from France (Scaleway, Paris)
  4. 4Accurate funnel: delivered, opened excluding bots, clicked

Campaign results you can trust

Staying in touch

  1. 1Relationships with no exchange for 30, 60 or 90 days spotted
  2. 2Follow-ups proposed by group
  3. 3LinkedIn messages imported as activities
  4. 4Job changes detected

No important distributor forgotten

Trust

GDPR built in

B2B prospecting within the rules

  • Consents by channel

  • Unsubscribes applied automatically

  • Public newsletter with double opt-in

  • Export and anonymisation of a person's data

  • Erasure of LinkedIn data on request

  • Hosting in France

Online demo

See the tool
in one click.

No sign-up, on fictitious data: open the demo and explore the CRM.

Try the demo
  • The AI sorts, you decide
  • GDPR built in
  • Hosted in France

Online demo without sign-up · Fictitious data · No-commitment subscription