--- title: "Industries: Fintech" description: From neobanks to traditional firms, we help fintech and financial brands launch personalized outreach campaigns — B2B or B2C — powered by AI, automation, and human SDRs. image: https://www.axellerrevops.com/hubfs/fintech-1.png --- [Skip to main content](https://www.axellerrevops.com/industries/fintech#main-content) [![f30507f6d852257593fbd4cf8a6533829d2fe27a](https://www.axellerrevops.com/hs-fs/hubfs/f30507f6d852257593fbd4cf8a6533829d2fe27a.png?width=150&height=66&name=f30507f6d852257593fbd4cf8a6533829d2fe27a.png) ![f30507f6d852257593fbd4cf8a6533829d2fe27a](https://www.axellerrevops.com/hs-fs/hubfs/f30507f6d852257593fbd4cf8a6533829d2fe27a.png?width=150&height=66&name=f30507f6d852257593fbd4cf8a6533829d2fe27a.png) ![f30507f6d852257593fbd4cf8a6533829d2fe27a](https://www.axellerrevops.com/hs-fs/hubfs/f30507f6d852257593fbd4cf8a6533829d2fe27a.png?width=90&height=40&name=f30507f6d852257593fbd4cf8a6533829d2fe27a.png) ![f30507f6d852257593fbd4cf8a6533829d2fe27a](https://www.axellerrevops.com/hs-fs/hubfs/f30507f6d852257593fbd4cf8a6533829d2fe27a.png?width=90&height=40&name=f30507f6d852257593fbd4cf8a6533829d2fe27a.png)](https://www.axellerrevops.com) - Show submenu for Our Services Our Services - [Sales Acceleration / B2B Appointment Setting](https://www.axellerrevops.com/services/sales-acceleration-b2b-appointment-setting) - [Outsourced SDR](https://www.axellerrevops.com/services/outsourced-sdr) - [Inbound Lead Generation](https://www.axellerrevops.com/services/inbound-lead-generation) - [Business Process Outsourcing](https://www.axellerrevops.com/services/business-process-outsourcing) - [Partner Acceleration Program](https://www.axellerrevops.com/services/partner-acceleration-program) - [Real Estate Engine](https://www.axellerrevops.com/services/real-estate-engine) - [LATAM GTM Expansion Program](https://www.axellerrevops.com/services/latam-gtm-expansion-program) - [About Us](https://www.axellerrevops.com/en/about-us) - [Show submenu for Industries Industries](https://www.axellerrevops.com/industries) - [Industrial](https://www.axellerrevops.com/industries/industrial) - [Fintech](https://www.axellerrevops.com/industries/fintech) - [Proptech](https://www.axellerrevops.com/industries/proptech) - [Renewable Energy Solutions](https://www.axellerrevops.com/industries/renewable-energy-solutions) - [Marketing & Advertising](https://www.axellerrevops.com/industries/marketing-advertising) - [SaaS & B2B software](https://www.axellerrevops.com/industries/saasb2bsoftware) - [Pricing](https://www.axellerrevops.com/pricing) - [Blog](https://www.axellerrevops.com/revops-hub) Open main navigation Close main navigation - Show submenu for Our Services Our Services - Our Services - [Sales Acceleration / B2B Appointment Setting](https://www.axellerrevops.com/services/sales-acceleration-b2b-appointment-setting) - [Outsourced SDR](https://www.axellerrevops.com/services/outsourced-sdr) - [Inbound Lead Generation](https://www.axellerrevops.com/services/inbound-lead-generation) - [Business Process Outsourcing](https://www.axellerrevops.com/services/business-process-outsourcing) - [Partner Acceleration Program](https://www.axellerrevops.com/services/partner-acceleration-program) - [Real Estate Engine](https://www.axellerrevops.com/services/real-estate-engine) - [LATAM GTM Expansion Program](https://www.axellerrevops.com/services/latam-gtm-expansion-program) - [About Us](https://www.axellerrevops.com/en/about-us) - Show submenu for Industries Industries - Industries - [Industries](https://www.axellerrevops.com/industries) - [Industrial](https://www.axellerrevops.com/industries/industrial) - [Fintech](https://www.axellerrevops.com/industries/fintech) - [Proptech](https://www.axellerrevops.com/industries/proptech) - [Renewable Energy Solutions](https://www.axellerrevops.com/industries/renewable-energy-solutions) - [Marketing & Advertising](https://www.axellerrevops.com/industries/marketing-advertising) - [SaaS & B2B software](https://www.axellerrevops.com/industries/saasb2bsoftware) - [Pricing](https://www.axellerrevops.com/pricing) - [Blog](https://www.axellerrevops.com/revops-hub) - [Book a Meeting](https://www.axellerrevops.com/contact) [Book a Meeting](https://www.axellerrevops.com/contact) # Fintech From neobanks to traditional firms, we help fintech and financial brands launch personalized outreach campaigns — B2B or B2C — powered by AI, automation, and human SDRs. [Book a Meeting](https://www.axellerrevops.com/contact) ![Banner Fintech](https://www.axellerrevops.com/hubfs/Banner%20Fintech.webp) We’ve helped great businesses
get in front of their ideal clients ![](https://www.axellerrevops.com/hubfs/1-3.png) ![](https://www.axellerrevops.com/hubfs/2-3.png) ![](https://www.axellerrevops.com/hubfs/3-2.png) ![](https://www.axellerrevops.com/hubfs/4-2.png) ![](https://www.axellerrevops.com/hubfs/5-2.png) ![](https://www.axellerrevops.com/hubfs/6-2.png) ![](https://www.axellerrevops.com/hubfs/7-1.png) ![](https://www.axellerrevops.com/hubfs/8-1.png) ![](https://www.axellerrevops.com/hubfs/9-1.png) ![](https://www.axellerrevops.com/hubfs/10-1.png) ![](https://www.axellerrevops.com/hubfs/11-1.png) ![](https://www.axellerrevops.com/hubfs/1-3.png) ![](https://www.axellerrevops.com/hubfs/2-3.png) ![](https://www.axellerrevops.com/hubfs/3-2.png) ![](https://www.axellerrevops.com/hubfs/4-2.png) ![](https://www.axellerrevops.com/hubfs/5-2.png) ![](https://www.axellerrevops.com/hubfs/6-2.png) ![](https://www.axellerrevops.com/hubfs/7-1.png) ![](https://www.axellerrevops.com/hubfs/8-1.png) ![](https://www.axellerrevops.com/hubfs/9-1.png) ![](https://www.axellerrevops.com/hubfs/10-1.png) ![](https://www.axellerrevops.com/hubfs/11-1.png) ## Problems We Solve ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Regulatory Sensitivity in Outreach Outreach must be designed with compliance awareness, avoiding language that reads as financial solicitation and respecting CCPA, GDPR, and sector-specific frameworks. ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Trust as the Primary Buying Criterion In financial services, trust isn't one of the buying criteria — it's the criterion. A generic or pushy first touch doesn't just fail to convert, it damages the brand permanently.  ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Long Enterprise Evaluation Cycles Mid-market and enterprise fintech deals can involve 6 to 18-month procurement cycles with security reviews, compliance assessments, and multi-stakeholder approvals.  ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Bilingual Market Coverage for USA and Mexico The US Hispanic financial services market is one of the fastest-growing in North America, and Mexico's fintech sector is the largest in Latin America by investment.  ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Regulatory Sensitivity in Outreach Outreach must be designed with compliance awareness, avoiding language that reads as financial solicitation and respecting CCPA, GDPR, and sector-specific frameworks. ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Trust as the Primary Buying Criterion In financial services, trust isn't one of the buying criteria — it's the criterion. A generic or pushy first touch doesn't just fail to convert, it damages the brand permanently.  ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Long Enterprise Evaluation Cycles Mid-market and enterprise fintech deals can involve 6 to 18-month procurement cycles with security reviews, compliance assessments, and multi-stakeholder approvals.  ![Frame 143](https://www.axellerrevops.com/hubfs/Frame%20143.svg) ### Bilingual Market Coverage for USA and Mexico The US Hispanic financial services market is one of the fastest-growing in North America, and Mexico's fintech sector is the largest in Latin America by investment.  ## How We Solve Them B2B Fintech Targeting Trigger-Based Account The Marketing-to-Sales Bridge Bilingual Hispanic Market Access Partnership Channel Development ### We Map Every Function Inside the Account — Not Just the CFO We identify and message every relevant stakeholder differently: economic buyers focused on payback and lower fees, finance ops looking for fewer manual steps, risk and compliance teams that need to stay audit-ready, and tech leads focused on clean integrations. ![fintech1](https://www.axellerrevops.com/hubfs/fintech1.webp) ### QualificationWe Watch for the Signals That Say "Now Is the Moment" We target companies between 50–2,000 employees running on NetSuite, SAP, or Stripe/Adyen, and watch for triggers like new funding, cross-border expansion, rising chargebacks, or an ERP migration in progress. ![fintech2](https://www.axellerrevops.com/hubfs/fintech2.webp) ### Every Lead Answered Live, Every Form Followed Up Within 30 Minutes We become the connective layer between your funnel and your sales team — instant engagement, fast follow-up, and AI-driven qualification that delivers sales-ready meetings. ![fintech3](https://www.axellerrevops.com/hubfs/fintech3.webp) ### A Direct Line Into the Fastest-Growing Financial Market in the US Hispanic consumers represent 19% of the US population and over 62 million people, including 3.3 million Latino-owned SMBs. Our fully bilingual team reaches this market authentically, in language and cultural context. ![fintech4](https://www.axellerrevops.com/hubfs/fintech4.webp) ### Four Ways We Build a Referral Engine That Compounds ISO partnerships, referral and channel alliances, embedded-finance distribution inside the software your customers already use, and BaaS/sponsor-bank partner sourcing. ![fintech5](https://www.axellerrevops.com/hubfs/fintech5.webp) B2B Fintech Targeting − ### We Map Every Function Inside the Account — Not Just the CFO We identify and message every relevant stakeholder differently: economic buyers focused on payback and lower fees, finance ops looking for fewer manual steps, risk and compliance teams that need to stay audit-ready, and tech leads focused on clean integrations. Trigger-Based Account + ### QualificationWe Watch for the Signals That Say "Now Is the Moment" We target companies between 50–2,000 employees running on NetSuite, SAP, or Stripe/Adyen, and watch for triggers like new funding, cross-border expansion, rising chargebacks, or an ERP migration in progress. The Marketing-to-Sales Bridge + ### Every Lead Answered Live, Every Form Followed Up Within 30 Minutes We become the connective layer between your funnel and your sales team — instant engagement, fast follow-up, and AI-driven qualification that delivers sales-ready meetings. Bilingual Hispanic Market Access + ### A Direct Line Into the Fastest-Growing Financial Market in the US Hispanic consumers represent 19% of the US population and over 62 million people, including 3.3 million Latino-owned SMBs. Our fully bilingual team reaches this market authentically, in language and cultural context. Partnership Channel Development + ### Four Ways We Build a Referral Engine That Compounds ISO partnerships, referral and channel alliances, embedded-finance distribution inside the software your customers already use, and BaaS/sponsor-bank partner sourcing. ## Deep Sub-sector Expertise ### Payment Processing & Merchant Services Buyers: CFOs, controllers, operations directors at SMBs and e-commerce companies. Buys: payment gateways, POS, embedded payments, cross-border infrastructure. ### B2B Lending & Credit Platforms Buyers: CFOs, business owners, treasury departments. Buys: alternative lending, invoice financing, revenue-based financing. ### Wealth & Investment Technology Buyers: RIAs, family offices, institutional investment managers. Buys: portfolio management platforms, robo-advisors, investment research tools. ### Accounting, Financial Planning & ERP Software Buyers: CFOs, controllers, CIOs. Buys: cloud accounting, FP&A tools, treasury management. ### Compliance, RegTech & Risk Management Buyers: Chief Compliance Officers, Chief Risk Officers, legal teams. Buys: KYC/AML platforms, regulatory reporting, fraud detection. ### Insurance Technology (InsurTech) Buyers: heads of product, operations, distribution. Buys: digital insurance platforms, embedded insurance, claims automation. ### Corporate Expense & Spend Management Buyers: CFOs, controllers, procurement heads. Buys: expense platforms, corporate cards, AP/AR automation. How We Build Your Campaign ‹ ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Week 1 **ICP & Account Intelligence:** Define target company profile, size, and stack signals; build tiered account list.  ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Weeks 1-2 **Compliance-Aware Messaging Design:** Messaging built with regulatory awareness from the start, CCPA, GDPR, and financial solicitation guardrails, reviewed and approved before launch.  ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Weeks 1-2 **Stakeholder Mapping:** Map economic buyers, finance ops, risk/compliance, and tech stakeholders within each account. ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Week 2-3 **Multi-Channel Outreach Launch:** Email, phone, and LinkedIn outreach begins, calibrated to each stakeholder function. ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Ongoing **Qualification & Meeting Delivery:** Every meeting qualified and briefed before reaching your calendar.  ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Ongoing **Long-Cycle Nurture:** Structured, compliant contact maintained through 6-18 month enterprise evaluation cycles.  ![Vector](https://www.axellerrevops.com/hubfs/Vector.svg) ### Weekly **Weekly Reporting:** Contact rate, response rate, qualified pipeline value by stakeholder function.  › ## The Real Cost Of Doing This In-House In-House Fintech SDR Axeller Revops Annual fully-loaded cost ✕ $90,000 to $140,000+ ✓ Up to 65-70% lower Time to compliant outreach ✕ 60 to 90 days ✓ 14 to 21 days Regulatory training ✕ Falls on you ✓ Built into onboarding Management ✕ Ongoing internal time ✓ Dedicated program manager included ## Results You Can Expect 6–18 Months Enterprise fintech evaluation cycle Largest in LATAM Mexico's fintech sector by investment and company count Compliance-Aware Messaging built with CCPA, GDPR, and financial regulation in mind ## Who This Is Built For ![fintech6](https://www.axellerrevops.com/hubfs/fintech6.webp) ## Company Profile SMBs, SaaS/subscription businesses, marketplaces, logistics, wholesale, healthcare, professional services, or multi-entity companies. ![fintech7](https://www.axellerrevops.com/hubfs/fintech7.webp) ## Size & Complexity 50–2,000 employees, multi-currency, multi-entity, with growing invoice or payment volumes. ![fintech8](https://www.axellerrevops.com/hubfs/fintech8.webp) ## Tech Stack Signals Running NetSuite, SAP, or QuickBooks, with AP/AR tools like Bill or Coupa, Stripe/Adyen, or an ERP currently in migration. ![fintech9](https://www.axellerrevops.com/hubfs/fintech9.webp) ## Timing Triggers New funding, cross-border expansion, rising chargebacks, long DSO, audit pressure, or an ERP change underway. ## FAQ How do you keep outreach compliant in a regulated industry? − Every campaign is built with compliance awareness from the start — avoiding language that reads as financial solicitation, and respecting data privacy frameworks like CCPA and GDPR. Can you run campaigns for both US and Mexican fintech buyers? + Yes, native English and Spanish campaigns run in parallel, with unified reporting. How do you handle long enterprise evaluation cycles? + Our long-cycle nurture infrastructure maintains structured, valuable contact through 6-18 month cycles without burning the relationship. How quickly will we see qualified meetings? + Typically within 3-5 weeks of launch, depending on account complexity and evaluation stage. ## Boost your business ## with Axeller Revops. Focus on closing, we’ll handle the rest. [Book a Meeting](https://www.axellerrevops.com/contact) ![](https://www.axellerrevops.com/hubfs/Group%204.svg) ![](https://www.axellerrevops.com/hubfs/803409056f8df577089730c1f7631e910dda83ac.png) ##### USA Office 285 Fulton Street, New York. 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