Leads for financial services
Finance and advisory leads with callable numbers
Targeting
How a financial services list is defined
| Typical buyer titles | CFO, Controller, Finance Director, VP Finance, Owner, Managing Partner |
|---|---|
| Company sizes | 10 to 2,000 employees, weighted to the revenue band you serve |
| Segments | Accounting firms, lenders, wealth and advisory, insurance brokers, fintech buyers |
| Geography | United States, Canada and the United Kingdom, set per segment |
| Exclusions | Competing firms, regulated entities you cannot serve, current clients, suppression list |
What gets in the way
The problems this solves
Finance leaders screen calls
A mobile or a genuine direct line is the only realistic route in, so nothing else is released.
Title inflation
Director and VP titles mean different things by company size, so size bands are set alongside titles.
Compliance nerves
Suppression and opt-out handling are built in and documented, which matters to regulated buyers.
Long cycles
Paced daily delivery suits a long cycle better than one large file that goes stale mid-quarter.
Plays
How teams use the daily batch
Play
Quarter-end timing
Schedule heavier volume before quarter close when finance leaders are already thinking about numbers.
Play
Owner plus controller
Work both contacts at smaller firms, where the owner signs and the controller evaluates.
Play
Segment scripts
Split lending, advisory and accounting into separate batches so each script stays sharp.
Volume
Picking a monthly number
Partner selling
200 a month
About 10 finance contacts a business day.
One rep
1,000 a month
Consistent daily supply.
Small team
2,500 a month
Split by segment or region.
Full tiers run from $49 for 200 prospects to $799 for 10,000. See every plan.
FAQ
Questions buyers ask
Can you target by revenue?
Company size bands are the reliable filter. Revenue is treated as a preference rather than a hard rule.
Do you cover the UK?
Yes, with a higher share of direct dials than North America.
Can you exclude regulated segments?
Yes. Named exclusions and keyword rules are applied before delivery.
What if a contact has left?
Flag it and it is replaced free within fair use limits.
Is there a free test?
Yes, five sample prospects at no cost.
Dialing partner
Do not want to make the calls yourself?
LeadNumbers builds your financial services list. Our dialing partner ColdCalls.Ca can call it for you. North American reps with 10 or more years of B2B sales experience call in your company name, handle gatekeepers and objections, and book interested buyers straight into your calendar. One blended rate of $1 per dial, prospect data included, with 3,000 dials a month as the recommended starting point.
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