Fintech Lead Generation and Appointment Setting
Cold calling and cold email for B2B fintech, embedded finance, payments, lending, and financial software companies. We book qualified meetings with CFOs, controllers, and finance operations leaders.
What fintech lead generation includes
Everything a B2B fintech needs to reach finance and operations buyers with credibility and compliance.
Finance ICP targeting
Lists filtered by ARR, headcount, ERP or accounting stack, funding stage, and geography.
CFO and finance ops calls
Direct dials to CFOs, VPs of finance, controllers, AP and AR leaders, and treasury depending on your offer.
Fintech fluent scripts
Messaging built around cash flow, cost of capital, reconciliation, and compliance, not generic pitches.
Qualified meetings booked
Meetings placed on your calendar with account intel and pain points discussed.
No show replacement
Meetings that no show or fall outside the agreed ICP are replaced at no cost.
Weekly reporting
Full visibility on dials, connects, meetings, and pipeline sourced by segment.
Why B2B fintech companies pick CFE Marketing Services
B2B focused, not consumer
We do not do consumer finance lead lists. Every meeting is with a business finance or ops decision maker.
Credible with finance buyers
Reps are trained to be precise, respectful of finance leaders' time, and grounded in real ROI conversations.
B2B sales meeting program live in a week
First meetings typically book in weeks 3 to 4. No hiring, no ramp, no benefits load.
Cheaper than an in house SDR
One retainer covers callers, data, tools, and management. Less than one fully loaded US SDR.
Frequently asked questions
Who do you call inside a target account?
CFOs, VPs of finance, controllers, AP and AR leaders, treasury, and heads of finance operations depending on your product.
How much does it cost?
We do not publish rates. Cost depends on the ICP, channel mix, and target meeting volume. We scope the number on a 30 minute call and send it to you in writing. Terms are month to month with no long term contract.
How many meetings should we expect?
B2B meeting volume depends on your ICP, channel mix and deal size; we set a monthly target on the 30 minute call and report meetings booked and held every week.
Do you work with lenders and payment companies?
Yes. We support commercial lenders, payment providers, embedded finance, spend management, treasury, and financial software companies.
Can you segment by ERP or accounting stack?
Yes. Lists can be built by ERP, accounting platform, ARR band, and industry to match your ICP.
Fill your fintech sales pipeline this quarter
30 minute call. We'll map your ideal finance buyer, project meeting volume, and quote a pilot on the spot.
Book a Strategy Call