B2B Lead Generation for Financial Services
Connect with CFOs, treasurers, and financial decision-makers. Compliant outreach that builds trust and books meetings.
Financial Services Companies Face These Challenges
We understand the unique obstacles in financial services sales cycles. Our strategies are designed to overcome each one.
Strict compliance requirements (SEC, FINRA, GDPR)
Long sales cycles with extensive due diligence
Trust-dependent relationships where credibility is paramount
Highly regulated messaging and communication channels
Key Personas We Target
We reach the decision-makers who matter most in financial services. Every campaign is tailored to resonate with these buyer profiles.
CFO
Mid-Market Companies
VP of Finance
Enterprise Organizations
Treasurer
Corporate Finance Departments
Controller
Growth-Stage Companies
Sample Outreach Sequence
A proven multi-channel cadence designed specifically for financial services. Each touchpoint builds on the last to maximize engagement.
Compliance-approved intro with industry insight
Professional connection request
Share regulatory update or market analysis
Brief consultation offer
Case study from similar institution
Invite to financial services roundtable
Results You Can Expect
Real performance metrics from our financial services campaigns. These are the numbers our clients see.
Qualified Meetings/Month
Reply Rate
Avg Deal Size
Compliance Rate
Frequently Asked Questions
Common questions about B2B lead generation for financial services companies.
How does Dewx.io generate leads for Financial Services companies?
We use a multi-channel approach combining cold email, LinkedIn outreach, and cold calling specifically tailored for financial services. Our campaigns target CFO, VP of Finance, Treasurer at companies matching your ideal customer profile.
What results can Financial Services companies expect from Dewx.io?
Financial Services clients typically see 10-15 Qualified Meetings/Month. Our campaigns achieve 28% Reply Rate on average.
How long before we see results in Financial Services?
Most financial services campaigns launch within 1-2 weeks. You can expect your first qualified appointments within 2-3 weeks of campaign launch, with full optimization in 60-90 days.
Our Lead Generation Services
B2B Appointment Setting
Our appointment setting service puts qualified decision-makers on your calendar every week. We handle prospecting, outreach, and scheduling so your sales team focuses on what they do best — closing.
Read moreLinkedIn Lead Generation
Strategic LinkedIn outreach that connects you with decision-makers through personalized connection requests, value-driven messaging, and thought leadership positioning.
Read moreCold Email Outreach
High-converting cold email campaigns with deliverability-first infrastructure, hyper-personalized sequences, and continuous A/B optimization that consistently generates 25-44% reply rates.
Read moreReady to generate leads in Financial Services?
Join hundreds of financial services companies using Dewx.io to book qualified meetings with decision-makers. Get your custom strategy today.