Compliance nerves
Marketing rules make teams cautious, so nothing gets sent, or a generic newsletter goes to a bought list.
Financial services lead generation
We generate the pipeline. You close the clients.
Financial buyers respond to timing and trust, not volume. We watch for funding, leadership changes and expansion, reach the owners and finance leaders who decide, and book compliant, qualified introductions.
- Event-based signals
- Compliance-aware outreach
- Qualified introductions
Who we work with
Financial businesses we work with
Accounting and bookkeeping firms
Corporate finance and M&A advisory
Business lending and invoice finance
Commercial insurance brokers
Wealth and pension advisers (B2B)
Payments and fintech providers
Fractional CFO and FP&A services
Tax and R&D credit consultancies
The challenge
Why financial firms struggle with outbound
Regulated, relationship-driven and crowded. Outbound still works, if it is done carefully.
Owners, not inboxes
Decisions sit with owners and CFOs who filter hard. The message must be about their situation, not your credentials.
Event-driven demand
Demand spikes around year-end, funding, acquisition and audits. Outreach outside those windows is ignored.
Buying signals
Buying signals we watch in financial services
Each one creates a finance decision within weeks.
Funding and investment
New capital means new reporting, tax and banking needs.
Leadership changes
New CFOs, FDs and owners review advisers and providers early.
Expansion and hiring
New entities, locations and headcount create payroll, insurance and finance work.
Year-end and filing windows
Deadlines by jurisdiction that trigger adviser changes.
Acquisition and exit activity
Companies buying, selling or restructuring need advisory, lending and insurance.
Who we reach
- Owners and Managing Directors
- CFOs and Finance Directors
- Financial Controllers
- Founders of funded companies
- Operations leaders in growing firms
Company size
Usually 10 to 500 employees, with revenue bands matched to your service.
How it works
How we generate introductions for financial firms
Six steps with compliance built into each one.
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01Step 1
Service, segment and compliance review
We agree the service, the segment and the wording rules your regulator or compliance team requires.
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02Step 2
Signal monitoring
Funding, leadership, expansion and deadline signals tracked daily across the segment.
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03Step 3
Decision-maker identification
Owners and finance leaders identified per company and verified before sending.
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04Step 4
Plain, compliant copy
No promises, no performance claims. A specific observation about their situation and a useful next step. Approved by you before launch.
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05Step 5
Reply handling
Questions about fees, scope and timing handled by people; interested contacts offered an introduction call.
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06Final step
Introduction booking and brief
The call is booked with the signal, the company facts and the thread summarised for your partner or adviser.
- Compliant copy
- Decision-maker
- Call confirmed
Messaging
Messaging angles that work in financial services
The new capital
They raised or borrowed. Offer the reporting or structure conversation that follows, not a brochure.
The new finance leader
A new CFO is building their provider list in the first 90 days. Be on it with one useful insight.
The deadline
A filing, renewal or audit is due. Offer the specific piece of work that removes the deadline stress.
Pipeline breakdown
What a month can look like
An illustrative month for one ideal-customer profile in this industry.
01
6,600
Emails sent
Signal-matched decision-makers reached with personalised sequences
Per month
02
200 to 400
Replies
Contacts who answered and started a real conversation
3 to 6% reply rate
03
14 to 30
Positive replies
Interested contacts, handled by humans
W.A.R.M. scored
04
8 to 14
Qualified introductions
Booked into your calendar with a brief
Booked for youIllustrative example, not a guarantee
Illustrative example for a single ideal-customer profile. Assumes 4 sending domains, 12 inboxes and 30 emails per inbox per working day. Your numbers depend on the offer, the market and the list.
Retainer plans
Simple, transparent plans that deliver results
Sample plans shown. See all models, comparisons and billing details on the pricing page.
Done-for-you cold email outreach
Everything you need to start generating replies through cold email. Fully managed, no guesswork.
$490/ per month
No long-term commitmentNo hidden costs
Get started
- Up to 3 active campaigns
- 4,000 verified prospects per month
- Dedicated domains and inboxes included
- Copywriting and A/B testing
- Reply handling
- Weekly reporting
Done-for-you appointment setting
A multichannel engine combining cold email and LinkedIn with human qualification and done-for-you meeting booking.
$990/ per month
No long-term commitmentNo hidden costs
Get started
- Email and LinkedIn, up to 6 active campaigns
- 8,000 verified prospects per month
- Signal-based targeting
- Dedicated domains, inboxes and tools included
- Human reply handling and W.A.R.M. qualification
- Qualified meetings booked into your calendar
- CRM sync and monthly review
Sample pricing for the demo build. Final plans and numbers to be confirmed.
FAQ
Questions about lead generation for financial services
Straight answers to what teams in this industry ask before they start.
01Is outbound allowed for regulated financial firms?
B2B outreach is permitted in most jurisdictions when it avoids financial promotions rules, which we respect. Your compliance team approves all copy before launch.
02Can you avoid certain claims or wording?
Yes. We work from your approved wording list and never make performance or return claims.
03Do you target by revenue or funding stage?
Yes. Revenue bands, funding stage, entity age and location are all part of the profile.
04How do you find decision-makers in owner-managed firms?
Owner and director data from registries and professional sources, verified per contact.
05How many introductions per month?
A single segment typically produces 8 to 14 qualified introductions a month once warm.
06Which regions do you cover?
US, UK, EU and Australia most often. We apply the marketing rules of the region you target.
Still have a question? We would love to chat and answer anything on your mind.
Book a Free Call
Next step
Ready for introductions timed to the event?
Tell us your service and segment and we will show you the companies that just had a finance trigger.