Financial Services

Let our team provide you with comprehensive insights within multiple different sectors in the financial services industry. Our team accelerates quickly and understands the importance of your business. Our number one goal is to support your sales team in meeting their revenue targets with sales qualified meetings.

Sectors We've Served

Insurance • Reinsurance • Insurtech • Fintech • Broker Tech • Blockchain • Regulatory Compliance Cloud •

Your Sales Challenges

Not being able to generate enough qualified meetings
Obtaining a high volume of qualified meetings
Expanding into a new market within Canada, USA, and Europe
Creating and managing an SDR team
Hesitant to hire someone internally who can manage campaigns and work on multi-channel content
Not having the tools necessary to find companies or prospects who may be interested in your solution

Our Sales Solutions

Want to test a new market to obtain a new revenue stream?

Want to obtain more meetings for your sales team or grow your sales development team?

Want to outsource your entire sales cycle from prospecting to closing?

Our Sales Process

Step 1

Define

Together, we will work to understand or optimize your value proposition. This will allow us to structure outbound calls, and email and LinkedIn campaigns around your target market.

Step 2

Identify

Once we have identified your value proposition, we can define the ideal customer profile (ICP) and buyer personas (BP) who will receive our email and LinkedIn campaigns.

Step 3

Launch

Once your target audience has been identified and the content has been approved, we will launch campaigns.

Step 4

Follow Up

Your extended white-label sales development team will begin following up with prospects who have shown interest through signals (replies, opens, and clicks).

Step 5

Optimize

Together, we will work to optimize campaigns and test different approaches until it resonates with your target audience and we obtain a higher volume of qualified meetings.