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.
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.
Compare every option on our B2B pipeline generation page, or book a 15-minute fit call.
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Talk to us
Book a 15-minute fit call
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- Founder-led. Built by Jared Casper (Founder) and Mark Casper (Co-Founder).
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