Your buyers do their homework.
We make sure it checks out.
Compliance officers, CFOs and bank operations leaders reply to precise, credible outreach and to nothing else. We run low-volume, regulation-aware outbound and build the verification layer a regulated buyer checks before saying yes.
Proof in fintech companies
31 meetings in 9 months with compliance officers at regional banks
Compliance officers at regional banks do not reply to volume. Comp AI reached them with regulation-specific copy and low daily volume, and the deals that came back averaged over $80K.
Read the Comp AI case study →Outbound for fintech companies
Low volume, high precision, to regulated buyers
A compliance officer replies to an email that understands the regulation on their desk this quarter. We write to that, to their institution type, and we send fewer emails to earn the reply.
- Institution-level targetingBanks, lenders and fintechs segmented by charter, size and the regulation that applies. Titles mapped per institution.
- Compliant infrastructureDomains in your name, sending volume kept low, no tracking pixels that trip security filters.
- Regulation-specific copyOne line on the rule or audit they are facing, one line on what you do about it. No hype, no demo ask.
- Reply handling and reportingReplies answered by a person who understands the vocabulary. Weekly pipeline report.
Result: qualified meetings with compliance, finance and operations leaders on your calendar.
Inbound and AI search for fintech companies
Be the vendor a regulated buyer can verify
Financial buyers check you before they reply: your site, your clients, what the search engines say. We build that verification layer alongside the outbound.
- Trust and technical floorSchema, security pages, named clients, real numbers. What a compliance team looks for.
- Regulation and use-case pagesOne page per regulation or workflow your product addresses, written to the question a buyer searches.
- Case studies that get citedNamed fintech clients with outcomes, structured for AI answers.
- AI visibility measuredEvery two weeks: who ChatGPT and Google name for your category.
Result: the buyer who gets your cold email searches your name and finds proof, not silence.
What we fix
Four fintech problems. One system.
What fintech founders tell us on the first call, and what we do about each.
Compliance and finance leaders need to trust you before they reply, let alone buy.
Regulation-specific copy, low volume, and a site that stands up to due diligence.
One deal in review and not much behind it.
A steady outbound engine so there is depth while each deal works through approval.
The usual outbound setup gets blocked before it is read.
Clean infrastructure, no tracking pixels, conservative volume, warmed domains.
Larger vendors own the results for the regulation you solve.
Regulation and use-case pages built to rank and be cited.
Case studies
Results for fintech companies
Named clients, real numbers. Every card links to its own case study.
What is lead generation for fintech companies?
By Tanveer Sinngh, Founder at Montazzo · What we run it on
The stack, so you know what you are getting
Tool-agnostic, strategy first. We bring the infrastructure, the data and the sending platform. You own the domains and the lists.
Instantly
Clay
Apollo
ApifyAI Ark
HeyReach
LinkedIn Sales Navigator
Claude
Google Workspace
Search Console
Netlify
SupabasePlus the sourcing, scoring and reply-handling pipelines we built in-house, because the off-the-shelf ones were not good enough.
FAQ
Questions fintech companies ask us
Yes. Regulated financial buyers reply at lower rates than almost any other B2B audience. The number that matters is pipeline per meeting, not replies per send. A 2.4% reply rate against $80K+ deals outperforms a 6% rate against buyers with no budget authority.
Yes, and it is one of the audiences we have the most documented experience with. It requires regulatory literacy in the copy and timing tied to real obligations, not generic personalisation.
Campaigns are built to the strictest applicable standard for the recipient's jurisdiction, covering CAN-SPAM for US recipients and GDPR and PECR for UK and EU recipients, with suppression handled centrally.
Long. Expect months, not weeks, with multiple stakeholders. Outbound programs in fintech should be judged on pipeline created and meeting quality in the first two quarters, not closed revenue in the first.
Let's build your fintech pipeline.
A 30-minute call. We look at what you have, tell you what we would run for fintech, and you decide.
Let's chat