Case Study - Keep up the work



Financial Investment Software


Employee Count:
17 Employees

Investment/Financial/Computer Software

Service Plan purchased:
Done for you appointment booking

Likelihood to recommend

Customer Support

Quality of Service

About the company:

With over $1.5tn in client AuM, AlternativeSoft’s clients include some of the world’s largest pension funds, sovereign wealth funds, endowments, fund of funds and wealth managers. These clients use AlternativeSoft’s solutions to create a unique investment universe and perform complex quantitative analysis to identify top-performing managers and subsequently build, optimise and manage portfolios.

AlternativeSoft prides itself on the quality and dedication of its client service. A highly-skilled London based support team with over 20 years of experience at AlternativeSoft ensure that each user is able to generate insightful analysis and subsequently add alpha to their investment process.

Their Painpoint:

AlternativeSoft lacked enough demos for their sales team. AlternativeSoft wanted to find a way to generate a minimum of 6 qualified leads per week with Key Decision Makers of Large Investment Banks in the US, Asia and UK to supply their Sales Team with more Demos with interested prospects for their software.

Our Solution:

We provided a fully managed service under the Done for you Startup Pro plan, segmenting into 9 campaigns targeting c-suite level decision makers in investment banks in the UK, US and Europe.

The Results:

In 12 months we generated over 480 demo calls for their product which amounted to 40 demos for their product.