How StanCOMP added an outbound channel without pulling consultants off billable work

StanCOMP Consulting had grown almost entirely through referrals. To build a proactive pipeline, it needed outbound that targeted the right firms at the right regulatory moment without consuming senior consultants' time.

"We are compliance specialists, not a sales team, so outbound was always the thing that slipped. Opptymizer fixed that by setting up our CRM and an agentic workflow that researches target firms, drafts and sequences the outreach, and only brings a consultant in once a prospect has replied and qualified. Booked consultations are up 52 percent month over month, and each consultant has about 10 hours back every week that used to disappear into prospecting."

About StanCOMP

StanCOMP Consulting is a Hong Kong compliance advisory firm. It provides AML/CFT, transaction monitoring, and sanctions compliance services to money service operators, SFC licensees, trust companies, and virtual asset service providers. The firm helps clients meet their obligations under Hong Kong's Anti-Money Laundering and Counter-Terrorist Financing Ordinance, including registration, ongoing monitoring, and remediation work.

The Challenge

New business reached StanCOMP through referrals and reputation. That kept the pipeline dependent on who happened to call, and it gave the firm little control over which segments it grew into. Adding a deliberate outbound channel meant a different obstacle than most firms face. Effective targeting in compliance is event-driven: a money service operator that has just been licensed, a virtual asset service provider preparing a registration, a trust company heading into an inspection or remediation. Identifying those moments and writing something a compliance officer would actually read required the partners' own expertise.

That created a direct cost. The people best placed to do outreach were the same people billing client hours, so every hour spent researching firms and drafting emails came straight out of revenue. In practice the work simply did not happen, and when it did there was no CRM to record who had been contacted, what was said, or when to follow up. Prospects were approached twice or forgotten entirely.

The partners knew an AI-driven system could carry the research and drafting, but had no clear way to encode their judgment about regulatory triggers into a workflow, and no spare technical capacity to build one.

What We Built

Opptymizer built the outbound motion around the regulatory triggers StanCOMP cares about, then set up the CRM to support it. The CRM gave every prospect a single record tied to its license type, regulatory status, and outreach history, with a pipeline matched to the way advisory engagements actually convert.

On top of that, the agentic workflow identifies firms by license status and recent regulatory events, then drafts outreach that references the specific obligation each firm is likely facing. It sequences and times the follow-ups, and logs everything back to the CRM. A consultant only enters at the point a prospect has replied and qualified, with the full context already attached. The judgment that used to require a partner at every step is now applied at the start by the agent and reserved for human attention where it matters.

Opptymizer handled the trigger logic, the CRM configuration, and team training, so the system runs without the partners maintaining it.

The Results

• +52% more qualified consultations booked per month
• 10 hours of manual prospecting removed per consultant per week
• Outbound reply rate climbed from 5% to 11% as outreach landed on relevant regulatory triggers
• A second growth channel running alongside referrals without competing for billable partner time

StanCOMP now has a second growth channel that runs alongside referrals rather than competing with billable work for partner time. The firm is using the same trigger-based approach to move into adjacent segments, beginning with virtual asset service providers approaching Hong Kong's registration deadlines.