When this topic matters
You sell fintech product or services to financial sector. Regulation and trust are central themes.
Financial sector is conservative — sales cycle is longer, trust building is critical, and compliance is not optional.
What happens in practice
Fintech outbound specifics: 1) Regulatory environment (central banks, GDPR, PSD2...). 2) Long procurement — vendor vetting can take months. 3) Security and compliance as top priority. 4) References and proof are critical.
What works: emphasis on security, compliance certifications, references from similar clients.
Why it fails
Aggressive messaging: financial sector is allergic to hype. "Revolutionary" = red flag.
Missing compliance credentials: without SOC2, ISO, or relevant certifications you will not even be considered.
Impatience: you expect fast close, but procurement takes 6+ months.
How to think about it
Messaging: trust, security, compliance. Not innovation and disruption.
Proof points: certifications, references from similar clients, case studies with concrete results.
Patience: plan for 6-12 month sales cycle. Nurturing is critical.
- Messaging: trust > innovation
- Compliance: certifications as necessity
- References: similar clients are key
- Cycle: 6-12 months is normal
What you gain and what you lose
Compliance-first approach: trust, credibility. But higher upfront investment in certifications and processes.
Longer nurturing: higher win rate, more loyal clients. But high CAC and long payback period.
When to apply
For every fintech or B2B selling to financial sector.
Adapt by subsector: retail banking, corporate banking, insurance, asset management — each has specifics.
Fintech outbound = trust, compliance, patience. No hype, certifications as necessity, references from similar clients. Plan for 6-12 month cycle.