Investing in Financial Infrastructure Technology Solutions

CLIENT SITUATION

A U.S. venture capital firm that invests in software and technology was looking to gain insight into financial infrastructure technology solutions by speaking with customers and key decision-makers who purchase these types of solutions.

GUIDEPOINT SOLUTION

In under a week, the team utilized Guidepoint’s extensive expert network to source and vet over 300 suitable Advisors. To meet the client’s complex qualifications, Guidepoint needed to identify highly specific experts, sourcing large enterprise customers in addition to mid-market and smaller startup customers of financial infrastructure technology solutions.

Guidepoint found the exact experts the client needed, including:

• C-suite executives across three leading banks and a federal credit union

• Product Manager at a top tier financial services company

• Head of Investing at an American financial advisory company which provides robo-advising and cash management services

RESULTS

Under a tight deadline, Guidepoint connected the client quickly and efficiently with numerous Advisors from different size companies for targeted and insightful conversations. After speaking with six experts in the space, the client was able to gain the relevant information needed to make well-informed investment decisions.

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