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Case Study
Mar 10, 2026
Insurance & Fintech
In the data-heavy worlds of Insurance and Fintech, your revenue engine is only as strong as your underlying architecture. True enterprise value is realized when policy management, claims data, and sales activity are unified to drive higher lifetime value and lower churn. Everpeak provides the technical expertise to help Fintech and Insurance leaders synchronize their operations, ensuring every customer touchpoint is backed by actionable data.
Case Study: SwanBitcoin
RevOps Foundations & Salesforce Sales Cloud
A CRM with Years of Unaddressed Debt
After migrating from HubSpot to Salesforce, SwanBitcoin was left with unresolved technical debt, a broken lead process, and a pipeline that couldn't support reliable revenue forecasting.- A RevOps Overhaul Built for Scale
Everpeak rebuilt the Lead-to-Contact funnel, cleaned up years of duplicate and invalid data, resolved technical blockers, and configured automated reporting and activity capture. - A Pipeline Leadership Can Trust
With clean data and a functioning sales process in place, SwanBitcoin's team gained the visibility needed to forecast with confidence and scale effectively.
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