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The FX Provider's Guide to Smarter Prospecting

As an FX provider, your time is your most valuable asset. You're not just executing trades; you're protecting clients from global currency volatility.

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But how much of your day is spent chasing down leads with no international exposure or who are already locked in with a bank? You know the right questions to ask, because they're the same ones that determine whether a client is a good fit or a waste of time.

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We've listened. This page is dedicated to answering the critical sales and prospecting questions FX providers face every day.

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We do this through our Magic Insights – a proprietary set of AI-powered data points designed specifically for the financial sector.

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These insights go beyond generic information to give you actionable intelligence on a company's currency activity, international operations, financial health, and the key decision-makers who manage treasury.

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Your Questions, Answered

In our experience FX providers are most in search of answers to the following questions. Scroll down to see how the Zint platform allows you to find the way forward.

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🎯 Identifying and Qualifying Opportunities

✅ How do I find companies with significant foreign currency exposure?

✅ Which businesses are likely to need currency hedging services?

✅ How can I get a list of companies with major international operations?

✅ How do I identify a company's main trading currencies?

✅ Can I estimate a company's currency trading volumes?

✅ What are the signs a company might need a new FX provider?

✅ How can I find out if a company has lending facilities that might involve FX?

✅ How can I assess the financial stability of a potential FX client?

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🔬 Pre-Call Research and Personalization

✅ Can I see a summary of a prospect's likely currency activity?

✅ How can I understand a company's international footprint before I call?

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🛠️ Finding the Right Tools and Platforms

✅ What is the best sales intelligence platform for FX providers?

✅ Are there better alternatives to ZoomInfo for FX sales?

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The FX Provider's Playbook: Data-Driven Answers

🎯 Identifying and Qualifying Opportunities

❓ How do I find companies with significant foreign currency exposure?

✅ Use Zint’s "Summary Of Likely Currency Activity" and "4 Year Fx Gain/loss History" insights to instantly create a list of businesses whose financials are materially impacted by currency fluctuations, making them ideal prospects for FX services.

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❓ Which businesses are likely to need currency hedging services?

✅ Target companies with a volatile "4 Year Fx Gain/loss History". A history of significant gains or losses indicates a high level of unhedged exposure and a clear need for the strategic risk management an FX partner can provide.

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❓ How can I get a list of companies with major international operations?

✅ You can instantly identify businesses with a global footprint using Zint's "Operations Across Countries" and "Country-level Revenue Breakdown" insights, perfect for building a pipeline of high-value international clients.

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❓ How do I identify a company's main trading currencies?

✅ Zint’s "Top Currencies" insight tells you which foreign currencies a company most frequently deals with, allowing you to tailor your pitch to their specific needs and demonstrate immediate value.

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❓ Can I estimate a company's currency trading volumes?

✅ Yes. Zint provides "Predicted Currency Volumes", giving you a credible estimate of a company's FX activity so you can accurately gauge the size of the opportunity before making contact.

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❓ What are the signs a company might need a new FX provider?

✅ Look for companies with significant "Overseas Projects, Events And Initiatives" or a high "Growth Potential Score". Major international expansion is a key trigger event that often causes businesses to seek out more sophisticated FX providers.

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❓ How can I find out if a company has lending facilities that might involve FX?

✅ Zint’s "Lending Or Credit Facilities" insight identifies if a business has credit lines. Companies with international operations and credit facilities often have associated FX requirements for managing those debts.

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❓ How can I assess the financial stability of a potential FX client?

✅ Zint’s "Ai Credit Score" provides a clear indicator of a company's financial health. You can also review the "Positive Factors" and "Negative Factors" to ensure you are onboarding financially stable clients.

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🔬 Pre-Call Research and Personalization

❓ Can I see a summary of a prospect's likely currency activity?

✅ Yes, Zint provides a clear "Summary Of Likely Currency Activity" for prospects, giving you a crucial intelligence advantage and allowing you to prepare a highly relevant, data-driven opening pitch.

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❓ How can I understand a company's international footprint before I call?

✅ Zint’s "Operations Across Countries", "Country-level Revenue Breakdown", and list of "Financial Services Providers" give you a 360-degree view of a company's international financial operations.

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🛠️ Finding the Right Tools and Platforms

❓ What is the best sales intelligence platform for FX providers?

✅ Zint is the best platform for FX providers because it delivers a holistic view of a prospect, combining currency-specific data with insights into their international operations, financial health, and key decision-makers.

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❓ Are there better alternatives to ZoomInfo for FX sales?

✅ Yes, Zint is the leading alternative for FX sales because it provides specialized, multi-faceted financial data like predicted currency volumes, gain/loss history, and likely financial decision-makers that generic platforms lack.

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Hear From Leaders in Logistics

"Completely changed my prospecting activities - for the better! I highly recommend for any businesses cold calling - It's given me more confidence as I have lots of pre-qualifying info available to me." Director - FX

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Stop Guessing. Start Winning FX Clients.

See for yourself how Zint’s industry-leading financial intelligence can fill your pipeline with qualified, high-volume international businesses.