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🎯 Objective
To design a multi-layered ABM motion that:
- Builds awareness and engagement among CFOs, VPs, and Credit Ops Heads in financial institutions.
- Converts event-driven interest (ELFA, Digital Banking, Private Debt Investor Network) into pipeline.
- Tests Uptiq’s value narrative around AI-enabled loan origination and credit automation across four key segments:
Equipment Finance, Banks & Credit Unions, SMB Lending, and Dealerships.
🏁 Results
🚀 Campaign Performance Snapshot
1. Paid Ads Performance (LinkedIn)
- Overall CTR: 1.1%–2.1% across Credit Union and Equipment Finance ads.
- Highest CTR: Service_CU_0608 at 2.10%, showing strong resonance with credit union audiences.
- Top segments by coverage:
- Equipment Finance: 55% audience reached
- Equipment Finance Dealers: 39% audience reached
- Banks & Credit Unions: 12% audience reached (scaling potential identified)
- Equipment Finance: 55% audience reached
2. ABM Campaigns (LinkedIn + Email)
- Total connections sent: 3,874
- Acceptance rate: 12.9% overall
- Reply rate: 23%
- Interested/Engaged prospects: 10% (≈ 500+ replies across campaigns)
- CFO/VP-level prospects engaged:
- Bajaj Technology Services (EVP)
- Equify Financial (SVP)
- Nubank (Senior Director)
- People First Federal Credit Union (President & CEO)
- HSBC (Head of Private Credit)
- Bajaj Technology Services (EVP)
💬 Real Conversations that Converted (Examples)
Uptiq’s ABM approach emphasized personalized messaging based on the prospect’s function (Finance, Risk, or Lending Ops) and context (Event, Product, or Region):
🧩 Target Persona Deep Dive
The primary decision-makers reached were CFOs, Senior VPs, and Credit Heads across:
- Banks & Credit Unions → “Navigating AI in Credit Union” webinar and LSA campaigns.
- Equipment Finance Funders → Executives like Ritzon Fernandez, SVP at Equify Financial.
- Private Debt / Institutional Lending → CXOs and Managing Partners at HSBC, AllianceBernstein, and Rithm Capital.
- SMB Lending Platforms → Founders and COOs at Rapid Finance, Founderpath, and Lendr.
💡 Across all verticals, CFOs and SVPs were the strongest responders, showing clear buying intent toward operational efficiency and credit automation narratives.
📊 Engagement Analytics
🎯 Channel-Wise Highlights
LinkedIn ABM
- Best-performing message: “We’ve helped SMB lenders cut time-to-offer by 60–80% without replacing their LOS.”
→ Avg acceptance 16%, reply 33%, interest 24% (SMB Lending cohort). - Credit Union campaign averaged 8–14% acceptance, with manual HOT replies from credit leaders (e.g., Spreading & Memo Automation sequence).
Events as Intent Triggers
Uptiq’s ABM calendar integrated event participation as lead catalysts:
- ELFA Innovation Lab → 50% reply rate; multiple meeting requests from finance leaders at Wintrust and Fleet Advantage.
- Private Debt Investor Network → 47% reply rate; direct responses from HSBC and AllianceBernstein.
- Digital Banking Conference → 32% interest rate; resulted in two qualified opportunities.
💡 Learnings
- Segment-specific creatives outperform generic ads.
Equipment Finance and Credit Union ads achieved up to 2.1% CTR with targeted messaging. - Events are top-tier ABM levers.
Uplifting reply rates by 3–4× compared to cold outreach. - Personalized LinkedIn + Human follow-up = Conversion.
80% of opportunities originated via direct LinkedIn messaging, not email. - CFO-driven conversations convert fastest.
CFOs and SVPs consistently replied to ROI- and efficiency-oriented copy.
🧠 Strategic Impact
Through hyper-personalized outreach, event-led nurturing, and continuous ad optimization, Uptiq built a repeatable ABM motion that:
- Generated CXO-level engagement across 150+ enterprise accounts.
- Delivered tangible ROI through event-led conversions and CFO-driven discussions.
- Positioned Uptiq.ai as a credible, AI-driven partner for credit and lending transformation in financial institutions.
📍 Summary
In just 120 days, Uptiq’s ABM system evolved from initial audience building to multi-channel deal generation, achieving:
- Direct engagement with CFOs and senior finance executives.
- Cross-segment pipeline spanning banks, credit unions, and lending platforms.
- Strong event-to-pipeline attribution and awareness lift across the U.S. lending ecosystem.
Uptiq.ai’s ABM playbook proved that when personalization meets persistence, even conservative financial buyers (CFOs and SVPs) engage deeply with AI-led transformation narratives.
