CS Customer Story · FinTech · Multi-Asset Trading

Efficient lead tracking and enrichment — built for the way global trading marketing teams work.

Adam Kenny L., Digital Marketing Manager at VT Markets, uses Salespanel to turn raw trading-site traffic into a few-click report, sharper recommendations, and demonstrable marketing value — backed by first-party lead intelligence.

4 / 5 on G2 Digital Marketing Manager VT Markets · FinTech
01 Lead signal
Few clicks Reporting speed
First-party Data clarity
Customer Snapshot

Meet Adam — the digital marketing lead behind the story.

A global multi-asset broker running high-volume marketing across MENA and beyond — with Salespanel as the lead intelligence layer underneath.

Salespanel VT Markets Customer Story
Adam Kenny L.
Adam Kenny L.
Digital Marketing Manager · Verified G2 reviewer
The Company
VT Markets
Multi-Asset Broker · FinTech · MENA & Global
Industry
FinTech · Online Trading
Multi-asset CFD broker — forex, indices, commodities, shares and more.
Audience
Retail & Pro Traders
Active traders worldwide, with a strong MENA-region presence.
Use Case
Lead Intelligence & Reporting
Turning trading-site traffic into stakeholder-ready recommendations.
Footprint
Multi-Region
Global broker with localized presence across MENA, APAC and beyond.
Company Intro

A global broker where every trader signal has to count.

VT Markets is a global multi-asset broker offering forex, indices, commodities and CFD trading to retail and professional clients — with a strong presence across MENA, APAC and other regulated markets. In an industry that lives and dies by acquisition cost, conversion clarity and compliance discipline, the marketing team can't afford to fly blind on which traffic is actually turning into qualified, ready-to-fund traders. First-party data isn't a "nice-to-have" — it's the only signal a regulated broker can fully trust.

VT Markets team at a global trading event
The VT Markets team at a regional event — boots-on-the-ground in the MENA market.
High-volume Motion
Data-informed Approach
Web-first Lead source
Multi-region Team scale
Retail Audience
Global Footprint
The GTM Challenge

Performance leaders live or die by the clarity of the data behind their recommendations.

At a global broker, every campaign decision touches acquisition cost, conversion and compliance. The marketing team has to spot the right traders early — and arm sales with context the moment those leads are ready. When reporting takes hours to assemble, the signal goes cold. When it takes a few clicks, the team can move while intent is still warm.

Reporting takes too long to be useful.

By the time the deck is ready, the next campaign decision is already overdue. Speed of report is speed of decision.

Lead data lives in too many places.

Different campaigns, different tools, different reporting cadences — and the marketing lead is the one stitching it together.

Recommendations need evidence.

"Double down on X content" only lands when there's clean, behavioural data behind it — not opinion.

Adam's words

Reports of leads, customers, and overall marketing performance — in just a few clicks.

That speed is what unlocks the rest of the workflow: identifying weak and strong points, optimising campaigns, and turning behaviour into recommendations stakeholders can actually act on.

"The ability to generate reports of leads, customers, and overall marketing performance in just a few clicks — these reports help us identify weak and strong points to optimise campaigns and share with clients."
Why Salespanel

Built around the full lead intelligence lifecycle — not bolted together.

Salespanel stood out because it brought everything into one place without compromising depth — from first anonymous visit to qualified, scored, segmented prospect.

One platform. The full lifecycle.

Unlike tools that bolt features together, Salespanel was built around the data flow Adam's team actually needs — lead tracking, enrichment, scoring, sync, and reporting all on the same surface.

1 Lead tracking — who's on the site, at the lead & account level
2 Data enrichment — richer prospect & company profiles
3 Lead scoring — surface the prospects worth a follow-up
4 Data sync — intelligence flows to where the team works
"With their Lead Tracking, Data Enrichment, lead scoring, and data sync, we can provide our clients with more comprehensive data on their leads, allowing us to optimise campaigns and improve lead generation efforts."
Adam Kenny L.
Adam Kenny L.
Digital Marketing Manager, VT Markets
How They Use It

Five Salespanel capabilities, working across Adam's trading acquisition funnel.

Adam's team at VT Markets puts Salespanel's core capabilities to work across the entire performance funnel — from a first anonymous pageview to a stakeholder-ready recommendation.

01

Lead Tracking

Tracks leads and accounts behind trading-site traffic, so Adam's team can see who's actually engaging — even before a form is submitted.

Tracking
02

Data Enrichment

Turns raw lead records into actionable contact and company intelligence the team can hand to sales — and use in reporting.

Enrichment
03

Lead Scoring

Prioritises the accounts worth acting on now, so follow-up effort goes to the highest-potential prospects in the funnel.

Scoring
04

Data Sync

Pushes the enriched, scored lead data into the downstream stack — CRM, sales tools, automations — where the team actually works.

Activation
05

Reporting

Generates leads, customers, and marketing performance reports "in just a few clicks" — used to identify weak and strong points, optimise campaigns, and share findings with stakeholders.

Reporting
Salespanel Workflow

From anonymous pageview to a stakeholder-ready recommendation.

A repeatable operating model — built for multi-region trading marketing teams.

01

Identify

Reveal anonymous visitors and tie activity to a lead.

Visitor → Known
02

Enrich

Auto-build contact and company context as data flows in.

Profile completed
03

Score

Customizable rules surface the highest-potential prospects.

Top priority
04

Sync

Enriched, scored data flows into CRM and downstream tools.

CRM · Sales · Auto
05

Report

Leads, customers, and performance — pulled together in a few clicks.

Few-click reports
Outcomes

Clearer reports. Better recommendations. Demonstrable marketing value.

Qualitative outcomes drawn directly from Adam's verified G2 review — no invented metrics, no fake precision.

Reports in a few clicks

Leads, customers, and marketing performance — pulled together fast for stakeholders.

Actionable recommendations

Weak and strong points identified — campaigns optimised on data, not opinion.

Marketing value made visible

Adam uses Salespanel reporting to demonstrate the effectiveness of the team's work to stakeholders.

First-party data foundation

More accurate and reliable than third-party signal — and uniquely VT Markets' own.

In Their Own Words

The full review — straight from G2.

On client recommendations

"With this, we can provide clients with data-driven recommendations for improving their marketing and sales strategies. The reporting feature can also help us demonstrate the effectiveness of our services."

On Salespanel's value

"With their Lead Tracking, Data Enrichment, lead scoring, and data sync, we can provide our clients with more comprehensive data on their leads, allowing us to optimise campaigns and improve lead generation efforts. Salespanel's value proposition includes enabling the usage of first-party data — more accurate and reliable than third-party data."

Key Takeaways

Four lessons for global marketing teams running on first-party data.

The themes Adam's story surfaces will look familiar to any team trying to turn website traffic into a stakeholder-ready recommendation.

01

Reporting speed is leverage.

Reports in a few clicks let the team spend time on strategy, not assembly. Less time in the slide deck, more time in the campaign.

Slow exports Few-click reports
02

First-party data beats third-party.

More accurate, more reliable, and uniquely the company's own. The kind of signal that holds up as third-party cookies disappear.

Rented signal Owned audience
03

One platform compounds.

Lead Tracking + Enrichment + Scoring + Sync + Reporting in one place means the setup compounds with every campaign and every team.

Tool sprawl Repeatable stack
04

Cost has to fit the scale.

Lead-volume pricing fits some accounts better than others — flagged honestly in Adam's review. A trade-off worth scoping for the right team size.

One-size-fits-all Right-sized
What This Data Foundation Enables Next

From customer visibility to AI-led GTM.

Historically, Salespanel helps marketing teams like Adam's with lead tracking, enrichment, scoring, sync, and reporting. The same first-party data foundation now supports the next layer of go-to-market.

A clean, first-party data layer for AI, MCP & API-led workflows.

The data Salespanel already captures — anonymous visitor identification, enriched profiles, behavioral signals, scoring — is exactly what modern GTM workflows need to operate. Whether that's an AI sales assistant doing pre-call research, an MCP-connected agent pulling buyer journey context, or a webhook firing a real-time CRM enrichment.

AI-led GTM MCP-ready context REST API Webhooks CRM enrichment Segment triggers
1.
AI-assisted sales research

Give AI assistants the first-party buyer journey context they need to brief reps before a call.

2.
MCP-ready buyer context

Expose clean customer and journey data to MCP-connected agents and copilots inside the team's stack.

3.
API & webhook activation

Push real-time intent and account intelligence into CRMs, sequencing tools, and custom automations.

4.
Account intelligence for sales

Turn fragmented signals into one actionable account view that sales and marketing can both operate from.

Your Turn

Ready to give your team a first-party lead intelligence stack?

Join global marketing teams who've moved from anonymous traffic to comprehensive, reportable lead intelligence — with one platform that does it all.

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