Businesses with a reason
Companies expanding, buying equipment, raising capital or hiring a new CFO.
AI agents for financial services marketing.
We set up a team of AI coworkers for your firm. They find businesses with a reason to finance and write content your compliance team can approve. Your team approves the work and does the selling.
For lenders, payments firms and asset managers selling to businesses.
Works with your systems
Salesforce
Microsoft Dynamics 365
HubSpot
Zoho CRM
Firms we set up for
Commercial lenders · Payments · Asset managers · Equipment finance · Factoring and receivables
Salesforce, HubSpot and Zoho CRM connect directly, read only. Dynamics 365 connects by export or a custom integration we build during setup.
What we set up for your firm.
A strategist builds your AI coworkers around how you sell, in about a week.
- Day 1
Your products
What you finance, process or manage, and the deal size you want.
- Day 2
Your best clients
What your top relationships share, read from your CRM.
- Day 3
Your market
What CFOs and treasurers search, and the firms you compete with.
- Day 4
Your rules
Required disclosures, banned claims and your compliance review path.
- Day 5
First work
Your first account list and product page, for your yes.
What your AI coworkers do every week.
Everything waits for your team's yes.
Pages finance teams find
A page for each product, industry and region you serve.
Content compliance can sign
Market notes, financing guides and your client newsletter, routed through your review.
LinkedIn for bankers
Updates in each relationship manager's voice about the industries they finance.
Rival firms, watched
New products, rate pages, hires and ads at up to five competitors.
Named by AI assistants
In the answer when a CFO asks ChatGPT who does equipment financing for manufacturers.
What arrives on a Monday.
An account list built from your best relationships and public growth signals. Your bankers choose who to contact.
Leads and plays · Account listFor your yesMidwest manufacturers adding capacity
- Why now
- A plant expansion, new production line or permit filed in the last 90 days: equipment spend ahead
- This week
- 57 companies, 83 CFOs and controllers, every email verified
- One of them
- Corwin Precision: filed a 40,000 sq ft expansion permit in Grand Rapids
- Opening line
- Saw Corwin is expanding in Grand Rapids. We finance CNC and press lines for growing shops. Worth comparing options before you order?
- Left out
- 22 companies already clients or in your pipeline
Example company. Every name and number is made up.
Business accounts only
Companies and institutions, never consumers pulled from data.
A reason to reach out
Each company comes with the public signal behind it.
Your bankers reach out
We never contact prospects. Your team decides who and how.
See what we'd set up for your firm.
On a 30-minute call, a strategist walks through your market and the first month of work.
Your industry's rules, built in.
Compliance approves
Everything can route through your compliance officer before it goes out.
Marketing rules
FINRA 2210 and the SEC Marketing Rule where they apply.
Fair and clear
No UDAAP risks: no hidden terms or unsupported rate claims.
Fair lending
Targeting and wording reviewed against fair lending rules.
What they do
- Find businesses with a reason to finance
- Write pages for each product and industry
- Write content ready for compliance review
- Draft LinkedIn for your bankers
- Watch up to five rival firms
What they don't
- Underwrite, price or approve deals
- Quote rates or terms
- Give investment advice
- Find consumer borrowers
- Contact prospects for you
The First-Month Guarantee
Try your first month. 30‑day money-back guarantee.
Expect 30 approved deliverables in your first month. If it isn't right for you, we refund the month. You approve every deliverable, so the quality bar is yours.
*Conditions apply.
Questions we hear often.
Can AI find commercial finance leads?
Yes, business leads. Each week your leads coworker finds companies with a reason to finance now, with verified emails for finance leaders. Up to 200 a week.
Does it work with Dynamics 365?
Yes, by export or a custom integration we build during setup. Salesforce, HubSpot and Zoho CRM connect directly. Everything is read only.
Can our compliance team review everything first?
Yes. Nothing goes out without your team's yes, and work can route through your compliance review. We write to FINRA, SEC and UDAAP rules where they apply.
Do you work with consumer lenders?
No. We find businesses and institutions, not consumers. If your book is mostly retail, we're not the right fit.
How much of our time does it take?
About 1-2 hours a week to approve work, after a setup week with a strategist.
AI Agents for SaaS Marketing →AI Agents for Education Marketing →AI Agents for Bank Marketing →All industries →
Your first month, planned on one 30-minute call.
A strategist shows you what we set up first, built from your market and your competitors. Backed by our 30-day money-back guarantee.
Book a call