Silvercrest Story: Finstride's Sales Engine Transformation
- Fabian Schlicht
- Aug 18
- 3 min read
Updated: Oct 6
How We Helped Finstride Build a Scalable Sales Infrastructure Without Hiring an SDR Team
"We had over 5,000 warm leads generated, 60+ qualified meetings booked, and a fully operational sales infrastructure that runs without internal sales hires.
Thanks to Schlicht and Partner, we’ve been able to focus 100% on closing deals and scaling the business. For any company looking to build a predictable, high-volume sales pipeline fast - without building a team from scratch - this is the way to go."
Eric von Schumann - Founder & CEO, Finstride
Introduction
In the fast-paced world of fintech consulting, speed and precision define success. For Finstride, a company focused on FX and multicurrency solutions, building a predictable and high-volume sales pipeline was a challenge they couldn’t solve internally. With no dedicated SDR team and limited operational bandwidth, they needed a turnkey outbound sales engine.
That’s where we came in.
#1: The Challenge
When we first met Eric von Schumann, Founder and CEO of Finstride, he was handling sales manually. His core pain points:
Generating qualified sales conversations at scale
Delivering results fast without complex handovers
Tracking performance clearly across CRM, outreach, and calls
Operating independently while targeting niche fintech buyers
“We needed a plug-and-play system. Something we could trust to deliver meetings without me managing sales hires or processes.” – Eric von Schumann, CEO
#2: Our Discovery & Strategy Phase
We began with a full audit of Finstride’s sales funnel, CRM setup, and current prospecting activities. From there, we mapped a system tailored to their goals:
Ideal customer profile analysis
Market segmentation (FX and treasury teams in fintech)
Data sourcing strategy for 30k+ decision-makers
CRM structure review
We spent time aligning on language, tone, and communication style - ensuring our outreach would feel like a natural extension of their brand.
"They didn’t just integrate a new tool. They educated, clarified, and made sure we knew why each piece mattered."
#3: Solution Implementation
We delivered a complete outbound acquisition engine, built entirely externally.
Our solution included:
Enrichment of 30,000 fintech decision-makers
AI-personalized cold email sequences
Behavior-based lead qualification
CRM integration with automatic task creation
Weekly reporting on reply rates, conversion trends, and funnel health
Direct calendar scheduling for sales calls
“It was 100% external. I just checked my calendar and showed up to meetings.”
#4: The Transformation & Results
5,000+ warm leads delivered
60+ meetings booked in the first weeks
0 SDRs hired
CRM synced live with no manual input
Full performance visibility from day one
More importantly, Eric and his team shifted focus entirely to closing and scaling.
“For the first time, I had an engine I could count on. No stress, no handholding. It just delivered weekly pre-qualified leads to my sales team with no additional manual work.”
#5: Final Thoughts: Empowering Finstride's Sales Process
This wasn’t just implementation. It was transformation.
We gave Finstride a system that scales, a team that executes behind the scenes, and the education to keep evolving. For Eric, it meant reclaiming his time and scaling without overhead.
“Thanks to Schlicht and Partner, we can focus on what we do best: closing deals.”
