Finance-specialised sales development

You can expect to see your first meetings within 30 days of programme kick-off. There's typically a ramp-up period as we optimise messaging and targeting, but our structured approach ensures consistent pipeline generation once we're at full speed.

Our SDRs come pre-trained through our comprehensive SDR Academy with specific financial services expertise. They understand financial buying cycles and compliance requirements from day one. Unlike internal hiring which can take 6-11 months to reach full productivity, our teams are already ramped up and have experience driving pipeline for financial services companies.

We measure success through both primary and secondary deliverables:
Primary Deliverables:
Sales Qualified Leads - We book meetings directly into your sales team's calendar
Marketing Qualified Leads - We build a pipeline of MQLs ready for nurture
Buying Intent Signals - We identify and track accounts showing active buying behaviour
Intelligence Database - Through ongoing research, we build a rich, contextual database of accounts and contacts for your marketing efforts


Secondary Deliverables:
Brand Awareness - Our multi-channel prospecting keeps your brand visible to target accounts
SDR Strategy - We develop a repeatable, scalable playbook for sustainable pipeline generation
SalesTech Implementation - We implement and optimise the tech stack needed for successful outreach


All these metrics are tracked and reported through our dashboard, giving you full visibility of both activity and outcomes.

We specialise in mid-market and enterprise financial services sales, where complex buying cycles and multiple stakeholders are the norm. Our approach is specifically designed for high-value B2B financial services where sophisticated buyers require intelligent engagement.

Our SDRs are trained to focus on three key qualification criteria: organisational fit, stakeholder relevance, and business pain points. While we don't conduct detailed product discussions - that's your team's expertise - we ensure meaningful conversations that identify qualified opportunities while maintaining compliance standards.

We've built three safeguards into our approach: A 30-day guarantee that ensures you see qualified opportunities or receive a full refund, SDRs specially trained in financial services through our Academy, and Priority ABX™ technology that identifies accounts showing active buying signals. This combination helped one fintech client convert 40% of target accounts into active sales opportunities. We'd be happy to show you how we'd apply this to your specific needs.

Quality and compliance are built into every aspect of our process. Our SDRs undergo continuous coaching and training. We use AI-powered quality assurance to maintain message consistency and compliance standards.

Based on our experience with similar financial services companies, you can expect 8-12 qualified opportunities per SDR per month once we're at full velocity. We'll set specific targets during our strategic planning phase based on your average deal size, sales cycle, and target market.

Absolutely. We can work with your target account list, complement it with our own financial services database, or build a custom target list using our Priority ABX™ platform. Our approach aligns with your existing account-based strategies while identifying new opportunities in the financial services sector.