Who this is for
Fintech and financial services SaaS companies selling to banks, insurers, corporates, and regulated entities.
Typical sending volume
Typically 5k-30k targeted emails per month, with higher personalization requirements than most verticals.
Tool stack reality
CRM plus outbound tools, with heightened compliance requirements around data handling and communication.
Pain pattern
- Regulated buyers have stricter spam filters and email security (DMARC enforcement, gateway filtering).
- Generic outbound templates get blocked or ignored by financial services recipients.
- Compliance teams need to sign off on outbound programs, slowing launch timelines.
- Reputational risk is amplified — a spam incident can damage trust with potential customers.
What we actually run
- Infrastructure designed to pass enterprise email security gateways (Mimecast, Proofpoint, etc.).
- Domain strategy that separates fintech outbound from product communications.
- Compliance-ready documentation of data sources, processing bases, and opt-out mechanisms.
- Higher-touch warmup schedules suited to lower-volume, higher-value outbound.
Typical outcome
Infra-first- Inbox placement with enterprise email security gateways (Mimecast, Proofpoint, Barracuda).
- Reply rates from regulated buyer personas (CFO, VP Finance, Compliance).
- Zero compliance incidents related to outbound communications.
We'll map your current infra, design a safe topology, and give you a concrete sending plan for the next 90 days.