Fintech & Financial Services

Compliance-aware pipeline for fintech and B2B financial services.

For B2B fintech, payments, lending, wealth-tech, treasury platforms, RegTech and B2B financial services teams selling into CFOs, Heads of Finance, Treasury and Operations.

Book a Discovery Call

Who this is for

Built for the specifics of your business, not a generic playbook.

B2B fintech and embedded finance platforms
Payments, AP automation and treasury management tools
Lending platforms and capital marketplaces
Wealth-tech and RIA technology
RegTech, KYC/AML and compliance platforms
B2B financial services (fractional CFO, audit, tax tech)

The Real Challenges

What we hear every week from teams like yours.

Buyers are skeptical by default

CFOs, Heads of Finance and Treasury teams get pitched daily. Anything that smells templated dies in seconds.

Compliance and risk reviews extend cycles

Procurement, security, legal and compliance reviews stretch deals from 30 days to 6 months. Continuous nurture is the only way to survive.

Decision authority is fragmented

Finance, IT security, risk, and lines of business all weigh in. Without multi-thread outreach, deals stall on the one stakeholder you missed.

Why Traditional Solutions Fail

The standard fixes are not built for your buyer.

Generic outbound is invisible to finance buyers

Finance leaders filter aggressively. Templated messages get archived before the first sentence ends.

Most agencies don't understand finance vocabulary

Working capital, DSO, reconciliation, settlement, KYC, AML — wrong language torpedoes credibility on touch one.

Volume outbound risks your domain reputation in a regulated industry

Financial services inboxes are filtered hardest. Spammy sends land your domain on internal blacklists company-wide.

Conference ROI (Money 20/20, Fintech Meetup, NACHA) is declining

Booth costs keep rising while booked-meeting yields fall. Targeted outbound delivers the same conversations year-round at lower cost.

How We Solve It

A system designed around your sales motion, not a template.

Senior-voiced outreach written by people fluent in finance and treasury language
ICP refinement by FI size, payment volume, asset class, regulatory regime and tech stack
Multi-stakeholder sequencing across Finance, Treasury, Operations and IT/Security
Lead qualification that screens for budget owner, security review readiness and procurement window
Conference-augment campaigns timed to Money 20/20, Fintech Meetup, AFP, NACHA
Compliant outreach with documented opt-out and data handling, integrated with your CRM

Expected Results

What pipeline looks like 90 days in.

8-18

Qualified fintech meetings per month by day 60

30%+

LinkedIn response rate vs. financial services average of 3 to 5%

3-5x

Pipeline-to-cost ratio vs. equivalent conference and SDR spend

The Next Step Is Simple

What happens after you book the call

No surprises. No hard sell. Four clear stages from your first message to a pipeline you can actually predict.

STEP 01
Book a Strategy Call
20 minutes with Kelly. No deck, no pitch. We listen to your current outbound, your ICP and your revenue target.
Day 1
STEP 02
Discovery Session
We map your ideal client, the messaging gap and the channel mix that fits your sales cycle. You get clarity, even if we never work together.
Day 2 to 3
STEP 03
Receive Recommendations
A written plan: target audience, message angles, channel sequence, expected volume and conversion benchmarks. Yours to keep.
Day 4 to 5
STEP 04
Launch Your Roadmap
If we are a fit, we execute. First qualified meeting on your calendar typically within 7 to 14 days of launch.
Week 2

Start with Step 1

20 minutes. Honest answers. No obligation to continue.

Risk Reversal

90-Day Prove-It Engagement.

We don't run pilots, campaign setup is real work. We ask for 90 days of full execution against agreed KPIs to prove the model. After that, you move to month-to-month. No long-term lock-in.

Scope a 90-Day Engagement Most engagements launch within 7 to 14 days

What's in the engagement

Defined ICP
We agree on the exact target audience, message angles and channels before we send a single message.
Clear KPIs
Connection rate, reply rate, qualified meetings and cost per opportunity, all locked in writing.
Fixed 90-day window
90 days of full execution to prove the engine works against your real market, not a deck.
Honest exit
After 90 days you move to month-to-month. No long-term lock-in, no retainer trap.

Ready to see what your pipeline looks like with the right system?

Book a 20-minute discovery call. Kelly will tell you honestly whether we are the right partner.