Case Study 07

ALM Platform for Banking & Financial Institutions

Full Funnel Revenue Operating System

3+
Global Banking Markets
expansion achieved
10+
Large Banking Corporations
onboarded within 3 months
Predictable
Enterprise Pipeline
across outbound, ABM, and partner channels

About the Client

A global Asset Liability Management (ALM) technology platform helping banks and financial institutions manage balance sheet risk, liquidity, interest rate exposure, and regulatory compliance across complex portfolios.

Industry

Banking Technology, Financial Services Software (ALM)

Scope

Full Funnel Revenue Operating System (Outbound + Account Based Marketing + Channel Partner)

Timeline

6 weeks – Full-Funnel Go-to-Market Sprint operated by Elaron; 4 weeks focused on stabilization, expansion, and handover

ALM Platform for Banking & Financial Institutions - Client Context

The Problem

No unified go-to-market strategy across outbound, account-based marketing, and partners
Difficulty penetrating large banking corporations with complex buying committees
Limited channel partner ecosystem to support enterprise banking sales
Unstructured lead generation & appointment setting for regulated BFSI markets
No repeatable GTM playbook for entering new global banking markets
Limited pipeline visibility and forecasting for enterprise banking deals

What We Did

We deployed a comprehensive Full-Funnel Go-to-Market Strategy & System Sprint combining lead generation, account-based marketing, and channel partner engines for global expansion.

Designed a unified go-to-market architecture combining outbound, ABM, and partner motions

  • Created a single GTM system aligning enterprise outreach, account engagement, and partner-led access to banks

Built an enterprise-grade lead generation & appointment setting engine for banking buyers

  • Targeted CFOs, ALM heads, treasury leaders, risk teams, and finance leadership with role-specific messaging

Implemented account-based marketing for large banks and strategic expansion accounts

  • Mapped buying groups, prioritized target banks, and orchestrated multi-touch engagement for complex enterprise deals

Established a channel partner engine with consultants, system integrators, and BFSI advisors

  • Enabled indirect GTM by activating partners trusted by large banking corporations

Developed region-specific GTM playbooks for regulated financial markets

  • Standardized messaging, compliance-safe outreach, and workflows for faster entry into new geographies

Operated the full-funnel GTM system for 6 weeks to validate and scale

  • Ran all GTM motions end-to-end, refined execution, and transferred knowledge to ensure sustainable internal ownership

The Impact

3+
Global Banking Markets
expansion achieved
10+
Large Banking Corporations
onboarded within 3 months
Predictable
Enterprise Pipeline
across outbound, ABM, and partner channels
Scalable
GTM System
purpose-built for regulated BFSI sales

Working with Elaron was a strong experience. The team brings deep passion for sales and a structured, system-led approach to go-to-market execution. Their ability to engage prospects, understand business requirements, and build long-term relationships stood out. Elaron is highly motivated, dependable, and adds real value to any revenue-driven organization

Vishal - Client Photo

Vishal

CEO/Founder

ALM Platform for Banking & Financial Institutions

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