Investing in Financial Infrastructure Technology Solutions
CLIENT SITUATION
A U.S. venture capital firm that invests in software and technology was looking to gain insight into financial infrastructure technology solutions by speaking with customers and key decision-makers who purchase these types of solutions.
GUIDEPOINT SOLUTION
In under a week, the team utilized Guidepoint’s extensive expert network to source and vet over 300 suitable Advisors. To meet the client’s complex qualifications, Guidepoint needed to identify highly specific experts, sourcing large enterprise customers in addition to mid-market and smaller startup customers of financial infrastructure technology solutions.
Guidepoint found the exact experts the client needed, including:
C-suite executives across three leading banks and a federal credit union
Product Manager at a top tier financial services company
Head of Investing at an American financial advisory company which provides robo-advising and cash management services
