Industry: fintech
Fintech Lead Generation for B2B Companies
CasperB2B provides fintech lead generation for B2B companies: we reach the finance, operations, risk and technology buyers at banks, lenders, payment companies and finance teams, and turn their interest into qualified leads and booked meetings. It is for fintech vendors that sell software, data or infrastructure to businesses.
Free 15-minute callNo obligationPersonal reply within 1 business day
If you are a financial advisor looking for individual clients, see our financial advisor marketing page instead.
How fintech buying works
Financial companies buy carefully because mistakes are costly and regulated. A purchase often involves a business owner, such as a head of payments, lending or finance operations, plus technology, information security, risk, compliance, legal and procurement. Each group can slow or stop a deal.
Expect a long sales cycle for regulated buyers. Vendor due diligence, security questionnaires, integration planning and contract review are normal steps. Smaller buyers, like finance teams at growing companies, can move faster but still want proof of security and reliability. Messaging has to be accurate and plain. Overstated claims damage trust fast in this market.
Which services fit fintech
Account based marketing
For selling to banks and larger institutions: coordinated plays across the business owner, technology, risk and procurement.
Appointment setting
Qualified meetings with finance and operations leaders, with notes on their current systems and timing.
Outbound prospecting
Careful, compliant outreach to finance teams at growing companies, where deals are smaller and faster.
Demand generation
Content and ads that explain your category and build trust before a buyer starts formal evaluation.
What we need from you
- Your target segments: type of institution or company, size, region and the systems they use today.
- Approved language, including any regulatory or legal review your marketing must pass.
- Security and compliance materials you can share with prospects.
- A clear definition of a qualified meeting, and calendar access for the people taking them.
- Input on lost deals, so we know which objections to address early.
Our content marketing team can write the explainers regulated buyers want before a first call. Prefer a dedicated person? Casper VA offers an outsourced SDR who works inside your team.
How it works
- Fit call and scope. We agree on segments, roles, offer, approval steps and meeting criteria, following our B2B sales pipeline strategy guide.
- Committee mapping and list building. We identify the roles involved at each target and verify contacts.
- Messaging and approval. We write by role and route copy through your review before anything is sent.
- Outreach, booking and review. We run the plays, book meetings and adjust weekly from your sales team's feedback. Reporting ties to pipeline, set up with our marketing analytics work.
FAQ
Can you work within our compliance review process?
Yes. We build your review step into the schedule, and nothing goes out without approval.
Who do you target at a bank or lender?
It depends on your product. Usually the business owner of the problem, plus technology, security and risk roles who will review the purchase.
Do you handle prospect data carefully?
We verify contacts, honor opt-outs, and handle data as the signed scope sets out. We use separate sending domains to protect your brand.
Which service should a fintech start with?
For institutional buyers, account based marketing with appointment setting. For finance teams at growing companies, outbound prospecting.
How long is the sales cycle in fintech lead generation?
Expect a long cycle with regulated buyers like banks, because vendor due diligence, security questionnaires, integration planning and contract review are normal steps. Finance teams at growing companies can move faster but still want proof of security and reliability.
Do you help financial advisors find individual clients?
Not with this service. Fintech lead generation is for vendors selling software, data or infrastructure to businesses. Financial advisors looking for individual clients should see our financial advisor marketing page.
What kind of messaging works with banks and lenders?
Accurate, plain messaging. Overstated claims damage trust fast in this market, so we use your approved language, including any regulatory or legal review your marketing must pass.
Compare every option on our B2B pipeline generation page, or book a 15-minute fit call.
Before you book
Common concerns, answered
“What will this cost me?”
You get a fixed, written quote before any work starts. Nothing begins until you've seen the full price and signed the scope. How pricing works.
“I've been burned by an agency before.”
Your signed scope lists exactly what's delivered, so there's no guessing. Monthly plans are month-to-month, with no long-term contract.
“I don't have time to manage another project.”
You don't have to. It's done for you: we build, set up and run it. See exactly what we handle.
“Will I actually reach a person?”
Yes. Founder Jared Casper reviews every new request and you get a personal reply within 1 business day. Or call or text 1-207-222-7737.
Book My 15-Minute Fit CallFree 15-minute call · No obligation
Your next best step
Service
Account-based marketing
Account based marketing services: target accounts, buying-committee mapping, personalized plays and account-level reporting.
Free tool
LTV to CAC Ratio Calculator
Free LTV to CAC ratio calculator: enter revenue per account, margin, churn and marketing spend to see lifetime value, acquisition cost and your ratio.
Read next
B2B Sales & Pipeline Strategy
A B2B sales pipeline strategy guide: define your ICP, run consultative discovery, manage and automate your pipeline, and handle objections.…
Talk to us
Book a 15-minute fit call
Tell us what's leaking time or revenue. You get a personal reply within 1 business day.
- Founder-led. Built by Jared Casper (Founder) and Mark Casper (Co-Founder).
- A person answers. Every request gets a personal reply within 1 business day. Call or text 1-207-222-7737.
- Done for you. We build, set up and run the system — see exactly what we do.
