AEM Data — Data & Marketing Built for B2B Growth
AEM Data / B2B Growth

Data and marketing,
built for B2B growth.

We deliver what matters most: the data and marketing systems that help financial-services and B2B teams reach the right buyers, create qualified conversations and keep campaigns moving.

Lead matchingMachine-led scoring
Call centerLive coverage
Audience dataDaily delivery
Channel stackData · Email · SMS · Voice
AEMGrowth Engine
Always active
01
AEM Data

Data

Lead data, qualification, sourcing and live-response systems designed to create a reliable path from audience to conversation.

01Live

MCA / Business Debt Data

Highly-targeted business records structured for qualification and outbound deployment.

Source LayerFresh intake
02Active

New Leads

New inbound and outbound opportunities routed into the operating workflow.

PipelineAlways moving
03Verified

Database Enrichment

Records enhanced with qualification logic, appended fields and match-ready details.

Data LayerEnhanced records
AEMDATA COREUnified routing engine
04AI Ready

Matching & Scoring

Records sorted, ranked and routed using internal qualification and matching logic.

ProcessingMachine-led
05Live

Live Callers

Human follow-up that turns audience intent into real conversations and next steps.

Response LayerLive coverage
06Omni

Multi-Channel Delivery

Deployment across Data, Email, SMS and Voice from one connected system.

ChannelsUnified stack
What we build

One system, four ways
to reach the buyer.

Built around lead flow, qualification, live outreach and campaign execution — all connected to one operating model.

01

High-Intent Lead Data

Fresh, targeted business data structured for outreach, qualification and pipeline generation.

02

Live Sales Support

Real people answering, qualifying and moving opportunities forward while your team stays focused on closing.

03

Specialist Sourcing

Focused acquisition strategies for difficult, high-value verticals where generic list building does not work.

04

Email & SMS Campaigns

Campaign structure, templates, automation and list management built around direct customer engagement.

Real people, real response

Real agents, live
on the phones.

Your data is only as strong as the conversation it creates. Our live-response layer turns audience signals into qualified calls and direct follow-up — so interest does not sit idle in a spreadsheet.

Live volume
247
Live agent queue
Connected in real time
InboundLive
Call backsActive
QualificationRunning
Follow-upQueued
Verticals served

Built for financial services
and alternative lending.

A flexible growth system for industries where list quality, response speed and compliance-aware execution matter.

MCA / Business FundingDebt ReliefCommercial LendingEquipment FinancingMortgageAuto FinanceSolar & HomeHealth InsuranceConsumer Leads
UNDERWRITTEN FUNDING APPLICATIONS

Less Prospecting. More Qualified Merchant Files.

Complete files with bank statements and AI analysis — delivered in real time.

DEBT LEAD 01

Exclusive Debt Applications.
Delivered in Real Time.

Exclusive MCA debt applications with bank statements and AI-generated analysis.

EVERY APPLICATION INCLUDES

Full e-signed funding application
AI-generated financial summary
3 months of recent bank statements
Exclusive real-time delivery
Highly LeveragedActive MCA pressure.
Multiple positionsExisting positions identified.
Exclusive1-to-1 delivery.
3 Month Snap Shot
NSF’sEnding BalanceRevenue TrendNegative DaysTotal PositionsLenders
UNDERWRITTEN FUNDING APPLICATIONS 02

Exclusive Underwritten,
Funding Applications.

Exclusive underwritten applications from qualified merchants, complete with bank statements and AI analysis.

EVERY APPLICATION INCLUDES

Full e-signed funding application
AI-generated financial summary
3 months of recent bank statements
Exclusive real-time delivery
High intentActively seeking funding.
Healthy financialsStrong business profile.
Exclusive leadsDelivered only to your team.
FINANCIAL ANALYSIS
Monthly RevenueNSF’sEnding BalanceNegative DaysTotal PositionsFunding Fit

A completed, pre-underwritten file — ready for review.

Core business data, financial snapshot, existing positions and funding fit — in one file.

Business & Owner Information

Business details · Owner · Contact · Application date

3-Month Snapshot

Revenue · Deposits · NSF’s · Negative days · Balance

Existing Positions

Lender · Payment · Frequency · Status

Additional Insights

Industry health · Seasonality · Other obligations

Funding Fit

Offer range · Position · Term · Remittance

FUNDING APPROVEDYES
LEAD GRADEA+
DEBT LOAD5.4%
QUALIFIEDYES
LEAD GRADEA
MCA DEBT LOAD25.5%
01Full e-signed applicationCompleted by the merchant.
02Bank statements uploadedThree recent months.
03AI analysisFinancial health and positions reviewed.
04Real-time deliveryQualified files go directly to your team.
Pre-underwritten files arrive ready for your team to review and close.
02
AEM Marketing

Marketing

Brand, demand and campaign execution designed to support the same audiences and sales systems powered by AEM Data.

01Strategy

Brand / Offer Strategy

Positioning, message architecture and offer direction aligned around real buyer intent.

PlanningMessage-first
02Creative

Campaign Development

Creative concepts, content systems and launch-ready campaign assets built for deployment.

ProductionReady to ship
03Funnels

Landing Pages & Funnels

Conversion-oriented pages and journey paths structured to support paid and outbound traffic.

ConversionResponse focused
AEMMARKETING COREConnected launch system
04Go Live

Campaign Launch

Campaigns activated across channels with aligned messaging, structure and tracking.

Launch LayerCoordinated rollout
05Optimized

Live Optimization

In-market refinement across creative, pacing and response signals as campaigns run.

PerformanceAlways improving
06Synced

CRM & Automation

Follow-up automation and CRM coordination designed to turn activity into measurable outcomes.

SystemsUnified workflow
Brand workflows
What we make

One system, four ways
to build the brand.

Built around the same market intelligence and audience signals — translated into creative, media and conversion systems.

Built for launch

Campaigns in
market, tracked live.

Strategy moves into execution with live reporting, campaign controls and clear visibility into what is running, what is responding and what needs attention.

Active campaigns
14
Campaign center
Performance synchronized
Paid mediaLive
EmailRunning
SMSRunning
Landing pagesOptimizing
Industries served

Built for brands that
need reach and recall.

Audience strategy, creative execution and campaign delivery designed to work across competitive verticals.

Financial ServicesInsuranceReal EstateHome ServicesHealthcareAutomotiveLegalEducationTechnology
From audience to action

Data on one side, digital on the other.

AEM Data and AEM Marketing are built to work together: one side finds, enriches and qualifies the audience; the other side builds the brand, launches the campaign and keeps communication moving.

AEM DataAudience + qualification
AEM MarketingBrand + campaign execution
AEM SystemOne connected operating model
Talk to AEM Data

Tell us the vertical.
We’ll build the system.

Start with the audience, the offer and the outcome you need. We’ll connect the data, campaign and execution layers around it.