How It Works
Your financial services pipeline in 4 steps
Step 1
Discovery & ICP
We align on your ideal customer profile, voice, and goals, then define financial services signals to target.
Step 2
AI Research & Personalisation
Prospects are researched for financial services context and AI generates hyper-personalised emails for each contact.
Step 3
Set-up & Compliance
Domains, inboxes, warm-up, compliance monitoring, and active inbox management for financial services outreach.
Step 4
Launch & Optimise
Launch and iterate weekly based on replies and lead quality from your financial services market.