Outbound for finance and fintech without the noise
Compliance-aware messaging, precise targeting of decision makers, and qualification without pressure. We build pipeline for the financial sector with emphasis on trust and relevance.
How Purchasing Works in This Sector
Buying Process
The financial sector buys through lengthy approval processes. Decisions are made at headquarters or regional leadership level, often with multi-stage approval involving compliance, risk, and IT departments.
Decision Making
Decision-making involves multiple stakeholders: finance (CFO, Head of Finance), risk/compliance, IT/security, and procurement. Key is reaching the right person at the right time with relevant context.
Typical Blockers & Obstacles
Long approval cycles and internal prioritization
Vendor due diligence and security audits
Regulatory requirements and compliance constraints
Existing contractual relationships with competitors
Budget cycles and frozen budgets
Who We Reach
We identify and qualify the right roles in the decision process
Decision Makers
CFO / Head of Finance
Final decision maker for investments and costs. Interested in ROI, risk, and strategic impact.
CEO / Managing Director
Strategic decisions, especially for transformation projects and larger investments.
Influencers
Risk / Compliance Manager
Assesses regulatory impact, vendor compliance, and security aspects.
IT / Security
Technical validation, integration with existing infrastructure, security review.
Procurement
Negotiating terms, vendor management, contractual aspects.
Gatekeepers
Executive Assistant
Controls access to top management, filters communication.
Typical Situations Where We Help
Why now? What do we qualify? Each use case has its timing and context.
Cost Optimization
Margin pressure, vendor consolidation, operational efficiency — typically after leadership change or fiscal year.
Security & Compliance
New regulations (DORA, NIS2), internal audits, incident response evaluation.
Reporting & Automation
Manual processes, Excel dependency, need for real-time data for management.
Audit Readiness
Upcoming audit, auditor change, new regulatory requirements.
Digital Transformation
Competitive pressure, customer expectations, legacy system modernization.
Sales Cycle Reality
Typical flow and where we add value
3–9 months (depending on size and complexity)
Discovery call
Internal presentation
Vendor due diligence
Proposal and negotiation
Legal and contract
Final approval
Where We Add Value
Outbound adds value in top-of-funnel (opportunity identification), qualification (assessing real interest), and follow-up (reactivating stagnant deals).
How We Communicate
Communication Tone
Consultative and factual. Emphasis on credibility, specific value, and respect for time. No aggressive sales techniques.
What We Don't Do
- ×Aggressive pitch without context
- ×Promising guaranteed results
- ×Presenting price too early
- ×Ignoring compliance aspects
- ×Spam and mass outreach without personalization
Compliance
- GDPR: always opt-out option, legitimate interest
- Call recording: inform at the beginning
- Sensitive topics: caution with financial data
- Regulatory mentions: no misleading claims
What We Discover
Structured approach to qualifying every opportunity
- Who is the current vendor?
- How long have they worked together?
- What is the satisfaction level?
What You'll Receive
CRM Handover
Complete CRM record: contact, context, notes, next steps, qualification data.
Weekly Reporting
Activity volume, response quality, conversion metrics, learnings.
Sales Rep Briefing
Brief before meeting: who, why, what to expect, recommendations.
How It Looks in Practice
A mid-sized investment firm was looking for ways to streamline regulatory reporting. The current solution was manual and time-consuming.
- 1What is the current reporting process?
- 2How much time per week does preparation take?
- 3When is the next regulatory deadline?
- 4Who would approve a vendor change?
We handed over a qualified lead with complete context: pain point, timeline (Q2 deadline), decision maker (COO), and recommended approach.
A sales opportunity was created, leading to several follow-up meetings. The deal is in an active phase.
* Example based on real situations. Specific results vary by context.
Have Questions?
Answers to common questions about collaboration in this industry
We prepare messaging with regulatory environment in mind. We avoid misleading claims, respect GDPR, and always offer opt-out.
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