Compliance-Grade Data Enrichment for Financial Teams
Financial services buyers are heavily solicited, and the deals take months to close. Clu keeps your contact and company data verified and current from first touch to signature.
Clu People Search. The sentence "Treasurers or Heads of Treasury with a CFA and 10+ years' experience, at NYSE or NASDAQ companies with 1K-5K employees and $500M-$1B revenue, in the US. Skip Salesforce customers and open opps." becomes 9 filters (Job title: Treasurer, Head of Treasury, Total years experience: More than 10 years, Certifications: CFA, Company headcount: 1K-5K, Annual revenue: $500M-$1B, Stock exchange: NYSE, NASDAQ, Country / region: United States, Exclude: Current customers, Exclude: Active opportunities), previews about 160 people and adds them to the list Treasury leaders, public cos.
10,000+ users, from founders to full sales teams
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Financial Services & Fintech: where the data goes wrong.
The problems teams in this market bring to us most often.
- 01
KYC and compliance data gaps
KYC depends on accurate registration data, beneficial ownership and verified contacts. Missing or outdated records slow client onboarding and add compliance risk.
- 02
Advisors and brokers guard their contact details
Financial advisors, wealth managers and insurance brokers hear from vendors all day and protect their direct lines. A wrong number or a generic inbox ends the attempt.
- 03
Stale CRM data in long sales cycles
Financial product deals run for months. In that time contacts change roles, firms restructure and phone numbers stop working, and a deal you've nurtured since spring goes quiet.
- 04
Multi-entity company structures
Holding companies, subsidiaries and fund structures can each look like a separate account. Before a rep calls, they need to know which entity the contact sits in.
A Clu list called Treasury leaders, public cos enriched through the waterfall: 4 verified work emails and 3 phone numbers found for 4 leads, 34 credits in total. Rows with no phone number found cost nothing for that field.
Clu workflows for Financial Services & Fintech.
Each workflow links to the product behind it. The agent beside them runs this market's search every weekday and syncs the qualified people to your CRM.
- 01
Client onboarding enrichment
Add verified company data, registration details and decision-maker contacts to new client records during onboarding. Your analysts do less manual research before the KYC checks start.
- 02
Advisor and broker prospecting
Build lists of financial advisors, wealth managers and brokers with verified emails and phone numbers. Search by title, firm and location.
- 03
CRM data refresh for long-cycle deals
Re-enrich pipeline contacts every quarter. New roles, new phone numbers and company changes show up before they cost you a close, and the waterfall checks 25+ providers for each record.
- 04
ICP scoring for financial products
Score prospect accounts on company size, revenue, funding stage and industry. The accounts most likely to need what you sell rise to the top of the list.
A Clu agent named Weekly ICP outbound · Treasury leaders, public cos running its play step by step: Trigger, New people match your ICP · Every Monday, 31 in; Find People, Treasurer, Head of Treasury · More than 10 years experience · CFA · 1K-5K employees · $500M-$1B revenue · NYSE, NASDAQ · United States · Skip Salesforce current customers · Skip Salesforce active opportunities, 31 found; Qualification agent, Fit score 0-100 against your ICP, 17 qualified; Enrich, Email + Phone through the waterfall, 17 verified; Sync to Salesforce, Contact · assigned to the territory owner, 17 synced; Notify, Slack · #pipeline, Posted. Run summary: 31 found, 17 qualified, 17 synced, 0 duplicates.
Where the enriched record goes: your CRM both ways, or your sequencer.
HubSpot and Salesforce sync both ways over OAuth, field by field on your mapping, and an empty value never overwrites a filled one. Salesloft and Lemlist get a one-way push, or Clu Sequences sends from your reps' own inboxes.
HubSpot
Salesforce
Salesloft
LemlistHow does Clu support KYC and compliance workflows?
Clu is not a KYC platform. It adds verified company data (registration details, industry, employee count, revenue range) to client records, which shortens the research step of onboarding. Your compliance team then runs its dedicated KYC checks on top.
Can Clu help us find financial advisor contact details?
Yes. Search for financial professionals by role, firm and location in People Search, and each result comes with a verified business email and phone number. Coverage is strongest in the US.
How does Clu handle data security for financial services clients?
Clu processes data through encrypted connections and does not store client data beyond the enrichment session unless you explicitly choose to save results. We do not share data across customers. The API (Pro plan and up) lets you send records from your own systems, so no files change hands.
How often should financial services firms re-enrich their CRM data?
Quarterly for active pipeline contacts, twice a year for the rest of the database. A contact who changed firms six months ago is a lost deal if you're still emailing the old address.
Does Clu work with financial services CRMs like Wealthbox or Redtail?
Yes, through CSV. Wealthbox, Redtail, Salesforce Financial Services Cloud and other CRMs with CSV export all work the same way: export, enrich and verify in Clu, import back. Firms on a proprietary CRM can use the REST API (Pro plan and up).
Agents that run your GTM.
Type your market's buyer into People Search and run the first list on the trial.
14 days of Pro, free.