Financial BPO
Marvee
A Brazilian financial BPO combining specialized teams and a proprietary app in a subscription finance model.
01 / Commercial context and challenge
The operation’s starting point.
In a competitive, price-sensitive SMB market, Marvee needed to replace unstructured efforts with repeatable prospecting infrastructure.
- A competitive, price-sensitive SMB market.
- A large addressable market and a need for operational scale.
- Previous prospecting without repeatable infrastructure.
02 / The z3leads strategy
Our solution.
Segmentation
We prioritized decision-makers in small and mid-sized businesses across verticals aligned with Marvee’s proposition.
Data and enrichment
Clay and LinkedIn Sales Navigator data created a scalable base for account research.
Multichannel cadence
Email, LinkedIn, and WhatsApp were coordinated to maintain relevance without relying on cold calls.
Value offer
Financial assets and supporting content were used to create engagement before the commercial conversation.
03 / Results in 90 days
Results in 90 days
Indicators recorded for this specific project, with no promise of future performance.
z3leads
The z3leads contribution to the project.
We mapped 45,000 small and mid-sized businesses and selected roughly two Tier 1 decision-makers per account. Clay, Sales Navigator, deep research, and email, LinkedIn, and WhatsApp cadences organized a high-volume operation with segment-level personalization.
A strategy designed for this commercial context.