How to discover companies via ZoomInfo

Build a list of financial services companies in your target market.

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How to discover companies via zoominfo

01

Describe your financial services ICP

Describe the target market, such as financial services firms in North America with 50-500 employees. Sculptor searches ZoomInfo to match companies against your criteria.

02

Sculptor sources and enriches matching companies

Sculptor searches ZoomInfo for financial services companies filtered by industry, headcount, and location, then waterfalls through 150+ providers to find a verified Head of Sales email for rows that return a contact match.

03

Get company names and Head of Sales emails

The finished table shows company name and, where the waterfall found a match, a verified Head of Sales email. Push qualified rows to Smartlead or Instantly to trigger a campaign.

Why Clay for discovering companies via ZoomInfo

Precision ICP filtering beyond ZoomInfo defaults

Precision ICP filtering beyond ZoomInfo defaults

Get a financial services list that matches your actual ICP, not ZoomInfo's broad categories. Import your ZoomInfo export into Clay and filter by industry, headcount, revenue range, funding stage, and location in minutes.

Claygent verifies each company against custom criteria

Get only the accounts that truly fit your definition. Claygent browses each company's website to classify it as a true financial services firm, flagging mismatches that ZoomInfo's off-the-shelf filters miss.

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Claygent verifies each company against custom criteria
Waterfall enrichment for Head of Sales emails

Waterfall enrichment for Head of Sales emails

Get a verified Head of Sales email on matched rows. Clay waterfalls through 150+ providers in sequence and only charges credits when one returns a hit, delivering higher match rates than any single provider.

Push enriched rows to Salesforce or Smartlead

Send qualified, enriched accounts directly to Salesforce for your CRM pipeline or to Smartlead to trigger a campaign, all from the same Clay table with no manual export.

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Push enriched rows to Salesforce or Smartlead

When one provider doesn’t have it, Clay automatically checks the next one. It really helps our inbound and outbound motions because we can leverage the best source of data. I’ve never seen a tool that was so easy to do this process.

P. Alzevero
Marketing & Growth Ops · Coverflex

Frequently asked questions

How does Sculptor discover companies via ZoomInfo?

Sculptor takes your target sector or region, like "wealth management firms in the Southeast," and sources matching financial services companies through ZoomInfo's enrichment data. It then runs waterfall enrichment across multiple contact-data providers to locate a verified CFO email for each firm. Finally, Claygent classifies every result against your exact criteria so only ICP-fit accounts make it into your table.

How accurate is the company and CFO email data?

ZoomInfo claims 95% accuracy on contact records, and Clay's waterfall enrichment lifts single-provider email coverage from roughly 30% to around 80% by querying providers like Hunter, Apollo, and Prospeo in sequence. Each CFO email is verified before it lands in your table, so you avoid wasting outreach on stale addresses. Coverage varies by region, with stronger results in North America.

Can I discover financial services companies in bulk?

Yes. Paste a list of target regions or sub-sectors into a Clay table, upload them via CSV, or pipe rows from another table, and Sculptor processes every row through ZoomInfo enrichment and the CFO email waterfall automatically. Once complete, push the full account list to HubSpot, Salesforce, or Pipedrive, or export as a CSV for your team.

Is it legal to use third-party company data for B2B prospecting?

In the US, CAN-SPAM permits unsolicited B2B email as long as you include a physical address, a clear opt-out mechanism, and honest subject lines. Under GDPR, most B2B outreach relies on the legitimate interest basis in Article 6(1)(f), which requires a balancing test showing the prospect would reasonably expect the contact. The CCPA B2B exemption expired in January 2023, so California residents' business contact data now falls under full CCPA/CPRA requirements.

Regulations differ by jurisdiction and change frequently, so always check the rules for your specific region before launching outreach.