SF
Solstice Financial
Priya Desai · Head of Sales OpsQualified
priya.desai@solsticefinancial.com
✦ AIAI Summary
Referred by Vertex Systems' ops team. Solstice Financial is actively comparing three CRM vendors and wants a proposal by end of month.
Company Information
IndustryFinancial Services
Company Size500-1,000 employees
SourceReferral
Contact Information
Emailpriya.desai@solsticefinancial.com
Phone—
Created2 days ago
✦ AICompany Enrichment
Websitesolsticefinancial.com
LocationCharlotte, NC
Est. Revenue$200M–$300M
AI-generated from public data
Qualification2/4 complete
Recent Activity
Introduced via referral email
From Priya Nair at Vertex Systems
Intro call completed
Comparing 3 vendors, decision by month-end
Notes
Referred by Priya Nair at Vertex Systems. Timeline is tight — wants proposal by end of month.
Lead Score
High
Lead Score
Confidence85%
Buying Signals
- Referred by an existing customer
- Enterprise company size
- Actively evaluating vendors
Risk Factors
- Tight decision timeline (end of month)