Finance
Pipeline for finance: relevant meetings, consistently
We run multi-channel outbound for banks, fintechs, and B2B financial services. Segmentation, compliance, qualification, and booked meetings with decision makers.
KPIs that make sense
In finance, trust, relevance, and consistency win. Outbound works when it’s built on the right ICP, compliance, and strong qualification.
Once segmentation, messaging, and follow-up cadence are tuned, meeting volume and pipeline quality improve.
Typical outcomes for B2B finance (banks, fintech, enterprise services):
- higher share of qualified meetings
- faster movement through the buying journey
- less waste from poor targeting
Example: meetings vs. qualified pipeline growth over 12 months
Our process from start to growth
In finance, trust and compliance come first. You’ll usually see clear outcomes within the first 90 days — then we scale based on data.
Months
Compliance and kickoff
Define ICP, messaging, and outreach rules. Align compliance, consents, segmentation, and reporting.
Stage 1
Services
Full-spectrum outbound for finance
We typically combine email, LinkedIn, and phone. Based on your goal, we add supporting channels and activities.
Cold email outreach
- lead list building
- domain + deliverability setup
- message A/B testing
- 3–10 touch sequences
- responses, follow-ups, qualification
Tooling
Tools without unnecessary overhead
We integrate with your stack and keep deliverability and reporting solid.