More qualified leads in your pipeline. Less time on manual research.
We build custom AI lead generation and enrichment systems for finance, brokerage and B2B businesses. Fewer cold leads, more conversations worth having, and a CRM that works for your team instead of against them.
Generating and enriching your leads can take up hours a week that could be better spent building relationships, closing deals, and growing the business.
You and your team spend hours manually researching potential clients, only for the leads to go cold. There’s no consistent definition of what actually makes a good lead. When you do find a warm one, busy pipelines and low conversion rates make the whole process feel insurmountable.
Combine that time and resource-intensive process with an incomplete or stale CRM, and it becomes harder to see the lay of the land at all. You know the data exists, but it’s fragmented, and working with it feels exceptionally hard.
Our AI integrations are built directly into the systems you already work with and understand, so your team gets the benefit without having to learn a new tool.
In finance, brokerage and B2B businesses, AI lead generation combines your data sources, models your ICP against criteria specific to your business, and scores leads so only the best make it into the pipeline.
Using AI for lead generation and enrichment doesn’t mean leads get pulled from thin air. It’s a layer of intelligence built on the criteria you set, so you’re working with the right companies and finding them effectively.
The systems start with ICP modelling to define the characteristics of the companies most likely to buy, so the system knows what it’s looking for. From there, we pick up activity signals based on your criteria that suggest a company is in-market or worth your attention. That raw signal feeds into enrichment, where fragmented data points get filled out using sources like Companies House and Creditsafe to turn a company name and domain into a complete, qualified picture.
The scoring layer then ranks and prioritises leads based on fit and timing, with AI-driven logic your team has actually agreed on and can audit. The output is a lead that arrives in your CRM already enriched, already scored, and routed to the right person.
With AI handling the manual layer, your team gets the time back to actually build relationships and close deals.
A typical build covers ICP modelling, intent signal capture, enrichment using Companies House and Creditsafe, third-party data integration with tools like Apollo, Clay, Clearbit and intent platforms, AI-driven lead scoring, automated CRM routing into HubSpot or Salesforce, and alerting for sales when a priority lead arrives.
Finance, brokerage and B2B services is where we’ve done most of this work, and where our experience runs deepest. The same architecture applies anywhere lead quality and enrichment is the bottleneck. Professional services firms swap credit data for sector and firmographic signals. SaaS businesses lean harder on intent and product-usage signals. The components flex, the engine stays the same.
Every engagement starts with an AI Readiness Audit. Ten working days, fixed scope, fixed fee. By the end you have a prioritised roadmap of where AI lead generation fits in your business, an architecture sketch, and a clear recommendation on what to do next. The roadmap is yours either way.
If the audit surfaces work worth building, we’ll scope the build. We design from your ICP outwards, model your scoring logic against criteria your team has actually signed off on, and connect to the CRM and data sources you already run. Companies House, Creditsafe, Apollo, Clay, intent platforms, HubSpot, Salesforce, whatever fits.
You own the system at the end. Code in your repo, integrations on your accounts, no licensing dependencies on us.
No. What it replaces is the manual research, list-building and enrichment work that currently swallows a significant chunk of their week. Your SDRs still run the conversations. Your marketers still make the creative and strategic calls. The system handles the part that was never a good use of their time in the first place.
It depends on the complexity of your data sources and how much existing infrastructure we’re connecting to, but most systems are in production within six to twelve weeks. We scope before we build, so you’ll have a clear timeline before anything starts.
Yes, fully. The code, the logic, the workflows, all of it transfers to you. We’re not selling you a subscription to something we retain control over. You can run it internally, have us maintain it, or hand it to your own team. That’s your call.
Yes. We build to connect with HubSpot and Salesforce as standard, and have integrated with a range of other CRMs and sales tools depending on what clients are running. If you’re using something less common, we’ll tell you early if there are any constraints.
It varies by sector and use case, but commonly: Companies House, Creditsafe, Apollo, Clay, Clearbit, intent platforms, and your existing CRM data. For finance and lending clients we lean more heavily on credit and filing data. For SaaS or professional services, intent signals and firmographic sources tend to do more of the work. The combination is always built around your ICP, not a default stack we bolt on regardless.
No, but that’s where our deepest experience sits and where we tend to do our strongest work. The same architecture applies anywhere lead quality and enrichment is the bottleneck. Professional services firms swap credit data for sector and firmographic signals. SaaS businesses lean harder on intent and product-usage signals. The components flex, the engine stays the same.
If your team is losing hours every week to manual research and a CRM that’s working against them, the AI Readiness Audit is the place to start. Ten working days, fixed scope, fixed fee, and a clear roadmap at the end.
