Built for FinTech
Your product moves fast.
Your pipeline shouldn't lag behind.
Fintech businesses operate in one of the most competitive B2B sales environments going.
The right outreach, precise targeting, sharp messaging, and impeccable timing are the difference between breaking through and getting ignored.
01 / The Problem
Trust is earned before the first conversation
Fintech buyers, Finance Directors, CFOs, and Operations leads are cautious by default. Generic outreach gets deleted on sight. Breaking through requires targeted, credible messaging that signals you understand their world before they've replied.
02 / The Attempt
Growth targets don't wait for inbound
Investor expectations, runway timelines, and market windows don't move at the pace of content marketing. Fintech businesses need a pipeline now, not in six months when SEO kicks in. AI signals and outbound are the only channels you can switch on immediately.
03 / The Fix
Outreach built for a regulated, trust-led sale
We build campaigns that reflect the sophistication of your buyers with careful ICP targeting, sequences that lead with credibility, and a delivery setup that means your emails arrive looking like they should. No spray and pray. No damage to your brand.
Why AI outbound is a natural fit for FinTech
👨💼
Your buyers are senior, specific, and findable
CFOs, Finance Directors, Heads of Treasury, Operations Directors, and the decision-makers who buy fintech solutions have clear titles and have active profiles. Precision targeting works when the audience is this well-defined.
📈
High contract values
Fintech deals, whether SaaS subscriptions, platform licences, or managed service contracts, are typically high-value and long-term. A single outbound conversion can justify the entire campaign investment many times over.
🧻
Segmented campaigns for every buyer persona
A payments solution sells differently to a CFO than to a Head of Operations. We map your personas and build distinct sequences for each prospect, hitting at the right time.
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Deliverability is non-negotiable
In fintech, landing in spam isn't just a metric problem; it's a credibility problem. We configure every technical layer of your sending infrastructure so your outreach arrives cleanly, every time.
🕒
Nurture workflows built for long sales cycles
Fintech purchases don't happen overnight. We build intelligent follow-up sequences and lead-nurture workflows that keep you visible throughout a longer buying journey, so warm prospects don't go cold as they evaluate options.
🔒
Clear srategy reporting
Every build and retainer includes plain-English reporting that connects outbound activity to real pipeline outcomes, not just open rates and click-throughs. The kind of clarity your board or investors actually care about.
"Fintech buyers don't respond to noise, they respond to relevance and precision. That's exactly what a well-built AI outbound campaign delivers when the targeting, messaging, and timing are right."
Build the pipeline your product deserves.
Most fintech clients start with a Growth or Full Pipeline Build, including multi-channel outreach with segmented personas, CRM setup, and nurture workflows.
We'll help you find the right entry point based on your sales cycle and target market.
“We build the entire outbound system for you, strategy, targeting, sequences, deliverability and then hand it over ready to run.
Or manage everything for you”
Most outbound efforts fail for one of two reasons.
Either you're paying for software you can't use effectively, or you're paying an agency that's built for companies twice your size.
The DIY trap
You sign up for a DIY platform, spend a week trying to configure it, write some sequences that don't convert, and realise it's basically a full-time job.
Living off referrals
Referrals are great, until they dry up. If your pipeline depends entirely on word of mouth, you don't control your own growth
No strategy behind the outreach
Most outbound fails because the targeting is wrong, the message doesn't land, or the emails go straight to spam.
The agency overhead problem
Big agencies start at £3,000–£5,000 per month, bundle in services you don't need, and were built for enterprise clients.
Results
New Opportunities
✅ Tom posted about us!
✅ Richard started a new role
✅ Jenny wants to arrange a call
✅ Propria is looking for new staff
✅ Janice has been made CEO
✅ Propria is a high growth prospect
✅ William is looking for a new supplier
✅ Tom posted about us! ✅ Richard started a new role ✅ Jenny wants to arrange a call ✅ Propria is looking for new staff ✅ Janice has been made CEO ✅ Propria is a high growth prospect ✅ William is looking for a new supplier
✅ Propria has gained new funding
✅ Richard clicked our email
✅ Ally wants to book a call
✅ Peter has a new role
✅ Propria is researching our sector
✅ Propria visited our website
✅ Acme Co has just been incorporated
✅ Propria has gained new funding ✅ Richard clicked our email ✅ Ally wants to book a call ✅ Peter has a new role ✅ Propria is researching our sector ✅ Propria visited our website ✅ Acme Co has just been incorporated
✅ Propria has a new service
✅ Ali, an old client has visited our website
✅ A look-a-like company has been found
✅ Fiona has show interest in a service
✅ Lesley has posted about needing our services
✅ Frank is now the CFO
✅ You have two new meetings booked
✅ Propria has a new service ✅ Ali, an old client has visited our website ✅ A look-a-like company has been found ✅ Fiona has show interest in a service ✅ Lesley has posted about needing our services ✅ Frank is now the CFO ✅ You have two new meetings booked
The Process
Step 1 - Strategy & ICP Development
We start by defining exactly who your best prospects are: industry, company size, role, and buying signals. This isn't a generic exercise. It's specific to your services, your deal size, and your sales process. The output is a targeted ideal customer profile that shapes everything that follows.
Step 2 - Prospect List Building
We start by defining exactly who your best prospects are: industry, company size, role, and buying signals. This isn't a generic exercise. It's specific to your services, your deal size, and your sales process. The output is a targeted ideal customer profile that shapes everything that follows.
Step 3 - Sequence Design
Your campaign goes live with a full Strategy Report. A plain-English document explaining who we're targeting, why, what each sequence is designed to do, and what to expect. You'll never be left guessing what's happening or why.
Step 4 - Campaign Launch
Humans write professionally crafted, optimised email sequences designed to generate replies, not just opens. Alongside this, we configure your sending infrastructure so that emails land in inboxes, not spam folders. Most businesses skip deliverability. We don't.
Step 5 - Optional: Ongoing Management
Once you've seen results, you can add a monthly retainer. We optimise sequences, refresh prospect targeting, monitor deliverability, and report on pipeline impact. You keep closing deals. We keep the top of the funnel working.
📈 Plain-English strategy reports with no jargon
⚙️ Live campaigns in weeks, not months
Results
🔒 Canel management contracts anytime
👷🏻♂️ ICP development included in every build
Campaign Builds
One-off builds. No retainer required to start.
Pay once for a complete outbound system. Upgrade to a management option if you don’t have the expertise in place or want to run campaigns yourself.
AI Marketing Systems Designed For FinTech
We build low-cost, high-powered AI marketing systems to enable your team to generate more sales opportunities
“Fortunately, I had a stroke of good luck and stumbled upon the services of Ian Francis and his team at an early stage. The results of working closely with Ian have been nothing short of astounding".
Dr D Heath, Managing Director
"A very credible and well-run service which does exactly what it says on the tin. First-class long-term partner to our business needs and aspirations".
M. Romeling, Managing Director
For businesses that lack the time and expertise to manage their own campaigns (that is, probably most of us!), I would definitely recommend his services”.
K Wigfield, Managing Partner
"I was delighted with the results which speak for themselves. Whilst Ian Francis clearly understands this area, he brings a commercial understanding of business which means he can provide his clients with the very best service.”
A Hulse, Managing Partner
Things people ask
before getting started.
If something isn't answered here, ask us directly. We're plain-English people, no sales scripts, no jargon.
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Yes.
We are happy to provide management services for those who would like this option.
Equally, we are happy to build the solutions for those who want to maage things themselves.
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Yes.
We are happy to create campaigns based on your specific needs.
Get in contact, and we will organise a quote for you.
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Yes.
You may cancel your subscription at any time.
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Yes.
We complete the build for you, at which point it is under your control. The AI provider will then update the AI data from that point onward.
Typically, this is between £75 and £150 per month, depending on your usage.
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Simply put, our AI monitors platforms such as LinkedIn.
When posts, articles, or conversations appear that may be relevant to your services, the AI informs us. We then automatically send the details to you.
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Yes.
We believe the messages sent to business addresses will benefit from our service.
You can message private individuals, but only customers and people who have subscribed to your mailing list or newsletter.
Ready to start your outbound system?
Book a free 30-minute call, and we'll tell you exactly which entry point makes sense for your business, no pressure, and no pitch deck.
Let’s Create Profit
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