Lead gen for fintech companies and B2B financial services providers.
Payment processors selling to merchants and ISOs, CFO-focused software vendors selling to finance teams, and financial services companies with a B2B sales motion.
The pipeline problems that keep coming up.
CFO and finance team outreach requires precision, not volume
The CFO at a 200-person company does not respond to mass outreach. They respond when something is specifically relevant to their company’s growth stage, their tech stack, and their current pain. Generic fintech pitches get deleted.
ISO and agent channel development is relationship-intensive
Payment processors and financial services companies depend on networks of independent agents and ISOs. Building and maintaining that network requires consistent outreach that most channel teams cannot sustain manually.
Regulatory change creates buying moments
When the Fed changes rates, when new compliance requirements come into effect, when a company crosses a revenue threshold that changes their financial needs — those are buying signals. They require same-day outreach, not monthly newsletters.
Mid-market finance tech deals have too many stakeholders
Selling an FP&A tool, a payment platform, or treasury software to a mid-market company means navigating CFO, Controller, and IT simultaneously. Deals die when one thread goes cold.
The modules that matter most.
Financial and regulatory intent signals
Monitor funding rounds, revenue milestone signals, CFO changes, compliance announcements, and payment technology changes. Reach finance decision-makers at the moment their needs crystallize. Signals are pulled from your connected Apollo or ZoomInfo account and matched against your target finance and fintech profiles.
CFO and finance team sequences
Messages that reference their company stage, their current tech stack, and their industry. A CFO at a Series B company has different priorities than a CFO at a bootstrapped $10M business. The platform treats them differently.
ISO and agent network outreach
Automated sequences that keep your agent and ISO network engaged with product updates, rate changes, and competitive positioning. Every partner gets consistent communication without a dedicated channel manager for each one.
Multi-stakeholder deal coordination
Coordinate CFO, Controller, and IT outreach simultaneously with different messages tied to each stakeholder’s specific concerns. No thread dropped over a 6 to 9-month cycle.
What good looks like.
What the platform tracks for Financial Services teams.
How a payments company grew ISO network submissions 3x in one year.
A B2B payments company was struggling to keep their 300-agent ISO network engaged and submitting deals consistently. Most agents were working with 4 to 6 processors and gravitating toward whoever communicated most recently. Automated product update sequences, rate change alerts, and personalized deal support outreach kept the company top of mind for every agent every week. ISO network submissions tripled in 12 months without adding a single channel manager.
See how Lead Gen AI Suite™ works for your team. Ask G right now.