Case Study

Innovative Financing Solutions (IFS)

Innovative Financing Solutions (IFS)

Business Profile Despite extensive experience, the team of loan specialists at Innovative Financing Solutions found limited success in recent efforts to expand into new geographic territories, and needed to overcome a few key obstacles. Like many smaller fi rms, IFS is driven by a lean team, and President and CEO, Mike Ryan, is often working on and supervising multiple simultaneous projects. Devoting the time and energy required of a major marketing campaign would leave insuffi cient resources to devote to existing endeavors. The IFS management team also needed to confi rm that its relatively modest marketing budget was optimized. A data-driven campaign that would effectively target identifi ed decision makers would make it easier for IFS to turn the selected prospects into clients

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