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Competitor ConquestingFintech & Payment Systems

How a Fintech Scale-Up Conquered Competitors & Ecosystem Users to Close $2.4M ARR

By sourcing 15,000 competitor contacts and 10,000 complementary integration contacts, the client mapped full multi-level buying committees to achieve a 6.2% engagement response rate.

Team relevant to How a Fintech Scale-Up Conquered Competitors & Ecosystem Users to Close $2.4M ARR
Client Profile & Buying Committee Context
B2B Fintech Platform — Multi-Level Persona Campaign

The Challenge

The Fintech client was facing fierce market competition from legacy payment processors. Their sales team struggled with low response rates (<1.2%) using generic database tools that provided only outdated single contacts. They needed to pinpoint active accounts using rival technologies and complementary accounting software, but lacked accurate technographic visibility and buying committee depth.

The Solution & Buying Committee Strategy

Data InfoMetrix executed a custom dual-layer technographic extraction: sourcing 15,000 direct competitor user contacts and 10,000 complementary integration ecosystem user contacts. Crucially, Data InfoMetrix delivered multi-tiered buying committees rather than single decision-makers.

Multi-Tier Persona Outreach Structure:
Decision-Makers
CFO, VP of Finance, Head of Global Payments
Angle: Focused on ROI, transaction fee savings, and rapid migration timeline.
Influencers
Director of Engineering, Lead Payment Architect, Head of Product
Angle: Emphasized developer-friendly APIs, 99.99% uptime SLAs, and seamless SDKs.
End-Users
Billing Operations Manager, Senior Payment Engineer, Reconciliation Lead
Angle: Highlighted automated reconciliation workflows and reduced manual exception handling.
Verified Impact & ROI

The Results & Strategic Value

By engaging all three tiers simultaneously with tailored messaging, the campaign broke through traditional gatekeepers. The client achieved a 6.2% overall engagement response rate (vs. 1.8% industry benchmark), generated $5.8M in qualified sales pipeline, and closed $2.4M in new ARR within 90 days.

Data InfoMetrix changed our entire ABM strategy. Targeting the full buying committee—from end-user engineers to the CFO—allowed us to rip out legacy competitors in deals we used to lose.

Marcus Vance
VP of Global Sales, NextGen Pay Solutions
Campaign Performance
25,000
Total Verified Contacts
6.2%
Outreach Engagement Rate
$5.8M
Pipeline Generated
$2.4M
New Enterprise ARR
Campaign Highlights
Delivery Turnaround: 24–48 Hours
Verification Standard: SMTP & Human Validated
Replacement Warranty: 1:1 Bounce Credit
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