This 70-person company builds AI-powered analytics for banks and asset managers. Their product was gaining traction in the UK, but the sales team had no pipeline in Continental Europe or Asia-Pacific. Chief Data Officers at financial institutions are a relatively new title with no established outreach playbook. Conference travel across 3 continents required $50K+ in annual budget and produced an average of 4 meetings per event. They needed a scalable way to reach CDOs globally without the conference dependency.
MEETINGS BOOKED
19
With Heads of Data and CDOs at banks and asset managers globally
GEOGRAPHIES
3 continents
UK, EU, and APAC reached in a single campaign
ICP MATCH RATE
91%
Meetings matched exact title, institution type, and AUM bracket
What this company was facing
CDOs at financial institutions are a new persona with inconsistent titles across organizations (Head of Data, Chief Analytics Officer, VP Data Engineering, Head of Data Science). There is no established playbook for reaching them at scale. Conference attendance across 3 regions consumed $50K+ in annual travel budget and produced 4 meetings per event on average. Cold email to financial institutions gets filtered by enterprise security systems.
UK-only pipeline with no global reach
$50K+ annual conference budget across 3 regions
4 meetings per conference on average
No systematic way to identify CDO-equivalent titles
19 meetings across UK, EU, and APAC
91% ICP match rate across all geographies
7 meetings advanced to product demo stage
Conference budget reallocated
WEEKS 1-3
Identified CDO-equivalent titles across banking structures in the UK (Head of Data), EU (Chief Data Officer, Leiter Datenmanagement), and APAC (VP Data and Analytics). Cross-referenced with Fluum’s opted-in network and financial institution directories. Built signal agents tracking data infrastructure hiring, analytics platform procurement, and regulatory data reporting mandates across all 3 regions.
WEEKS 4-8
Each outreach message referenced the prospect’s specific data challenges: regulatory reporting automation in EU (BCBS 239, DORA), real-time analytics adoption in APAC, and cost optimization in UK. Messages tailored to the institution type (retail bank vs asset manager vs private bank). Every message strategist-reviewed for regional financial services terminology.
WEEKS 9-12
Meeting cadence stabilized at 2+ per week across all 3 regions. Strongest response rates came from APAC asset managers and DACH regional banks. 7 meetings advanced to product demo. Signal agents identified a third wave of prospects triggered by incoming DORA data governance requirements in EU financial institutions.
“We were spending $50K a year flying to conferences on 3 continents to get 12 meetings total. Fluum delivered 19 meetings from a single campaign, all with the right person at the right institution. The geographic reach alone made it worth it.”
Head of Sales, AI analytics platform, 70 employees
Reaching CDOs at financial institutions across multiple geographies requires local market knowledge of title variations, regulatory environments, and institution types. Cold outreach and conference attendance are not scalable across 3 continents. Fluum’s approach mapped CDO-equivalent titles globally, timed outreach to regional regulatory cycles, and delivered 19 meetings across UK, EU, and APAC in a single 12-week campaign.
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