Client Intelligence | Finance

A suite of tools to make prospecting, engaging and closing more deals easier

How is Artesian driving growth in financial services?

Artesian delivers 12.5 million insights per month, on 800,000 companies to over 30,000 users.

  • 34%

    Greater credibility, advocacy and relevancy

  • 38%

    More prospects and opportunities generated

  • 40%

    Improvement in productivity

  • 90%

    Faster client on-boarding


The leading organisations rely on Artesian’s technology:

With the use of A.I. technology layered on top of company information, data and news, Artesian helps relationship managers uncover opportunities, build relationships and accelerate deals.

It’s used by all the tier 1 banks that are reliant on a personal relationship and customer experience to grow the business.

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Product Demo

Explore the key features of the service in this short video tutorial by co-founder Mike Blackadder.

  • Account intelligence at your fingertips
  • Better anticipate and proactively respond to future client needs
  • Manage your portfolio with total visibility
  • Engage confidently, be proactive and drive the ideal outcomes
  • Foster best practice behaviour in the team


Benefits for a Relationship Manager

Artesian helps you manage risk in your portfolio and foster customer curious behaviour that differentiates your team from other competitors in the financial services industry, ultimately leading to more revenue.

  • Better anticipate and proactively respond to future client needs
  • Win new clients and grow market share
  • Manage risk in existing portfolio
  • Accelerate pipeline deals and improve sales forecasting accuracy
  • Better customer advocacy, satisfaction and retention
  • Increase in revenue from both upsell and cross sell opportunities

Accelerate Deals

Monitor your pipeline and highlight risks or uncover insights that could help progress an opportunity

Understand Auidences

Reduce research time by 75% and improve account intelligence with detailed company records on millions of companies

Customise Triggers

Discover relevant business information and triggers for the markets, companies and, people you are interested in

Prospect Intelligently

Segment, build and export prospecting lists. Add customers, prospects, partners and competitors to your watch list

Engage Credibly

Share insights in seconds to create moments of connection that truly engage your customers and prospects

Integrated Working

Log in to or Microsoft Dynamics and see Artesian intelligence within the company record

Look up Digital Profiles

Prepare for upcoming meetings with extensive profiles on meeting attendees

Analytics Dashboard

Built-in training tracks your sales behaviour and makes sure you always look awesome

Harnessing technology affords a modern relationship manager new opportunities

Keeping on top of developments in your portfolio is critical to retaining your clients. But we know it's a challenge. How do you know which one has just expanded into North America, which one's credit rating has just changed or has hired a new CFO? Missing these events could leave the door open to your competition. At Artesian, we provide timely insights that give our clients first mover advantage.

Finance Overview Brochure

Click to read our product overview brochure dedicated to the banking and financial services sector.

Download overview

Success Story

Artesian gives us the edge when it comes to using technology and insight to deliver great customer experiences – helping us create fans, not customers.

Read the Metro Bank story

Know More & Avoid Fines

Pre-screen prospective clients in order to get a clear view on organisational appetite and the complexity of the on-boarding process.

ARCH for RM's

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Find out

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