Financial Services

    Qualified meetings for B2B financial services

    Trust drives every financial decision. We open the door with relevant, respectful outreach to business owners and finance leaders who fit your services.

    From $97/month. Flat 5% only on deals you close.

    Why outbound is hard for financial services

    Relationship-driven sales

    You need real first conversations, not form fills. We book calls directly.

    Careful messaging

    Copy stays factual and professional, with no hype.

    Narrow ideal client

    We target by revenue, industry and role so every call is worth your time.

    Who we target

    The buyers we put on your calendar

    • Business owners
    • CFOs and controllers
    • Companies raising capital or planning an exit
    • Firms reviewing their providers

    Angles that work

    What your outreach leads with

    • 1A specific saving or risk you uncover
    • 2A short review call offer
    • 3Experience with companies like theirs

    How it works

    01

    We build your list

    Decision makers who match your ideal client, verified before a single email goes out.

    02

    We write and send

    Short, specific copy on warmed domains, so emails land in the inbox.

    03

    We book the calls

    Interested prospects are booked straight onto your calendar.

    04

    You close

    Show up to the calls and close the deals. First 2 closes are commission-free.

    Questions

    How much does outbound cost for financial services firms?+

    Plans start at $97 per month. On top of that there is a flat 5% success fee on deals you close, and your first 2 closes are commission-free.

    How fast do campaigns launch?+

    Email campaigns launch in about 14 days, because new sending domains need time to warm up. LinkedIn campaigns launch in about 72 hours.

    What do I need to do?+

    Fill in a short onboarding form about your offer and ideal client. We build the lists, write the copy, run the sending and book the calls. You just show up to the calls we book and close the deals.

    Ready for a fuller calendar?

    We set up the infrastructure, write the copy and book the calls. You just show up and close the deals.