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Personalisation · AI · Lead Scoring · MarTech

Capco

Transforming engagement with AI personalisation and intelligent lead scoring.

£1M+

Confirmed sales generated

100+

Data points captured per visitor

32%

Uplift in MQL and SQL volume

CLIENT

About Capco

PersonalisationHubSpotSitecoreLead ScoringAI

Capco is a global technology and management consultancy specialising in financial services, with over 6,500 professionals across 27 cities worldwide. As a business where relationships are built through highly personalised face-to-face engagement, Capco recognised that their digital platform was failing to replicate that level of attentiveness online — delivering a generic, one-size-fits-all experience to visitors who were at very different stages of their journey.

THE WORK

A platform that knows who it's talking to.

We designed a cross-channel personalisation and lead scoring system built on Capco's existing HubSpot and Sitecore investment. By capturing over 100 data points per visitor — across web, email and CRM — the platform was able to deliver dynamically personalised experiences to both known and anonymous visitors, and route high-value leads to the right sales consultant in real time.

Capco website homepage
Capco intelligence and insights content hub
Capco services and capabilities

THE CHALLENGE

The right data. Not being used.

Capco's challenges were not rooted in a lack of technology — they had enterprise HubSpot and Sitecore in place. The problems were structural: lead scoring was understood but not deployed, the cross-channel customer journey was inconsistent, and high-quality leads were not being recognised or acted upon quickly enough.

The sales team had rich data available to them in theory. In practice, they had no reliable signal for which website visitors deserved immediate attention — and anonymous visitors, who made up a significant share of web traffic, were being served the same generic experience as everyone else.

“High-quality leads were not being recognised or acted upon quickly enough — the platform needed to become intelligent.”

THE APPROACH

From data rich to intelligence led.

01

Tech discovery

Audited Capco's existing HubSpot and Sitecore stack to understand capability gaps, API integration opportunities, and the data points available across web, email and CRM channels.

02

Lead scoring design

Worked closely with the sales team to define a scoring model that considered a broad range of behavioural and CRM data points — identifying which signals most reliably indicated sales readiness.

03

Personalisation engine

Implemented dynamic content personalisation based on visitor behaviour, CRM data and sales-cycle stage. Known visitors received tailored journeys; anonymous visitors were progressively profiled to increase conversion likelihood.

04

Pipeline activation

Deployed real-time lead routing to ensure high-value prospects were connected immediately with the right senior partner — collapsing the time between intent signal and sales engagement.

THE OUTCOME

From generic engagement to qualified pipeline.

The system transformed Capco's website from a one-size-fits-all portal into an intelligent, adaptive platform. Known visitors experienced deeply personalised journeys aligned to their sector and history. Anonymous visitors were progressively profiled and served increasingly relevant content — converting a previously overlooked audience into qualified prospects.

£1M+

Confirmed sales to date

The personalisation and lead scoring system directly attributed over £1 million in confirmed sales — turning digital engagement into a measurable commercial pipeline.

Significant

Increase in MQL and SQL volume

Lead quality and volume improved materially across the marketing and sales funnel.

Substantial

Growth in qualified sales pipeline

Progressive profiling of anonymous visitors created a new qualified pipeline that had previously gone unrecognised.

DISCIPLINES

What the engagement covered

The Capco personalisation engagement combined deep MarTech integration work with strategic lead scoring design — bridging the gap between the data Capco held and the commercial outcomes their sales team needed.

Personalisation strategyLead scoringHubSpotSitecoreCross-channel dataProgressive profilingCRM integrationContent personalisationMarTech optimisation

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