Outbound for fintech
B2B outbound for Australian fintech companies
Finance leaders do not take risks on unproven vendors. We book you meetings through credible, structured outbound.
Credibility first messaging for cautious buyers
SDR experienced in financial services conversations
Meetings with CFOs, treasury, and payments leaders
What is outbound sales for Fintech? Outbound sales for Fintech involves proactively contacting finance leaders, CFOs and operations teams to introduce your solution. It helps Fintech companies reach decision-makers who may not be actively searching but have a clear need.
Fit check
Who this is for
This is for you if
- You sell financial technology to businesses
- Your deal sizes are $20,000+ ACV or transaction based
- Your buyers are finance, treasury, or operations leaders
- You operate in payments, lending, treasury, or compliance
- You want pipeline beyond referrals and partnerships
Not the right fit if
- Consumer fintech products
- Pre product companies without market validation
- Companies without compliance readiness
The first month
What the first month actually looks like
1
Week 1
Foundation
- ICP rules, exclusions, and compliance checks
- Credibility focused talk track
- Target list build with data verification
Focus: Connect rate and conversation rate
2
Week 2
Launch and learn
- Calling led multi touch sequence live
- Objection library with compliance awareness
- First optimisation pass on list and opener
Focus: Qualified conversations
3
Week 3
Scale volume
- Increase daily calling activity
- Refine qualifiers for finance buyers
- Build follow up cadence with credibility content
Focus: Meetings booked
4
Week 4
Stabilise and compound
- Repeatable weekly rhythm established
- Messaging variants for different buyer personas
- Monthly reporting and next month plan
Focus: Meetings to opportunity rate
1
2
3
4
Week 1
Foundation
- ICP rules, exclusions, and compliance checks
- Credibility focused talk track
- Target list build with data verification
Focus: Connect rate and conversation rate
Week 2
Launch and learn
- Calling led multi touch sequence live
- Objection library with compliance awareness
- First optimisation pass on list and opener
Focus: Qualified conversations
Week 3
Scale volume
- Increase daily calling activity
- Refine qualifiers for finance buyers
- Build follow up cadence with credibility content
Focus: Meetings booked
Week 4
Stabilise and compound
- Repeatable weekly rhythm established
- Messaging variants for different buyer personas
- Monthly reporting and next month plan
Focus: Meetings to opportunity rate
Cadence
What you get every week
List Build
- Fresh prospects sourced weekly
- Data verified before calling
- Segmented by priority tier
Calling
- 80+ dials per day
- Live conversations with decision makers
- Objection handling on the spot
Follow Up
- Multi touch email sequences
- LinkedIn connection and messaging
- Voicemail drops where relevant
Reporting
- Weekly activity dashboard
- Pipeline and meeting summaries
- Call recordings and feedback
Optimisation
- Messaging iteration each week
- List quality review
- Conversion rate analysis
Performance
Realistic benchmarks
Dials per day
80+
7 day trend stable
Connect rate
10 to 15%
Meetings per month
8+
Indicative ranges, not guarantees. Outcomes vary by market, offer, and target audience.
Proof
See our results in fintech
Real outcomes from a real campaign in your industry.
View Pebl Payments case studyGet started
Ready to build pipeline?
Book a fit call and we will map your ICP and the fastest path to meetings.