Finance teams ready now
Companies with a reason to switch: a new CFO, an ERP move, finance roles open, fresh funding.
AI agents for fintech marketing.
We set up a team of AI coworkers for your fintech. They find finance teams ready to switch and write the pages controllers trust. Your team approves the work and does the selling.
For B2B payments, spend, lending and embedded finance companies.
Works with your CRM
HubSpot
Salesforce
Pipedrive
Attio
Buyers we write for
CFOs · Controllers · Treasury teams · Bank partners
Categories
Payments · Spend management · Lending · Embedded finance · Wealthtech
HubSpot, Salesforce and Pipedrive connect directly, read only. Attio connects by export or a custom integration we build during setup. Your product and customer data stay untouched.
What we set up for your company.
A strategist builds your AI coworkers around how you sell, in about a week.
- Day 1
Your product
What you replace, who signs, and the deals you want more of.
- Day 2
Your best customers
What your top accounts share, read from your CRM.
- Day 3
Your market
What finance teams search, and the rivals you lose deals to.
- Day 4
Your rules
Bank-partner disclosures, rate claims, licensing wording.
- Day 5
First work
Your first buyer list and page draft, for your yes.
What your AI coworkers do every week.
Everything waits for your team's yes.
Pages controllers find
A page for each use case, integration and rival you replace.
Content for finance leaders
Close checklists, buyer guides and a newsletter finance teams forward.
LinkedIn for founders
Updates in your founder's voice about the problems finance teams face.
Rival fintechs, watched
Pricing pages, launches, partnerships and ads at up to five rivals.
Named by AI assistants
In the answer when a controller asks ChatGPT for AP automation that fits NetSuite.
What arrives on a Monday.
A buyer list built from your product and best accounts. Your sales team chooses who to contact.
Leads and plays · Buyer listFor your yesMid-market companies with new finance leadership
- Why now
- A new CFO or controller in the last 90 days, often with a mandate to fix AP
- This week
- 71 companies, 128 finance contacts, every email verified
- One of them
- Halvorsen Logistics, Columbus: new controller in August, three AP clerk roles open
- Opening line
- Saw Halvorsen is hiring three AP clerks under a new controller. Is automating that work on the list this quarter?
- Left out
- 33 companies already customers or open deals in your CRM
Example company. Every name and number is made up.
Your buyers, not a database
Built from the company size, stack and roles your best deals share.
A reason to reach out
Each company comes with the public signal behind it.
Your team reaches out
We never contact prospects. Your team decides who and how.
See what we'd set up for your company.
On a 30-minute call, a strategist walks through your market and the first month of work.
Your industry's rules, built in.
Bank-partner disclosures
Partner bank and Member FDIC wording, exactly as your agreement says.
Rates and yields
No APR, yield or savings claim you can't support.
UDAAP
No unfair or misleading claims about fees or features.
Compliance review
Your compliance team approves before anything goes live.
What they do
- Find finance teams ready to switch
- Write pages for each use case and rival
- Write guides and content for finance leaders
- Draft LinkedIn for your founders
- Watch up to five rival fintechs
What they don't
- Underwrite or approve applications
- Run KYC, AML or onboarding
- Give legal or compliance sign-off
- Touch your product or customer data
- 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 leads for a B2B fintech?
Yes. Each week your leads coworker finds companies that fit your product, each with a reason to reach out now and verified emails for finance leaders. Up to 200 a week.
Can it find bank and credit union partners too?
Yes. If you sell embedded finance or banking-as-a-service, your leads coworker can build lists of banks and credit unions with partnership signals.
Does it work with HubSpot or Attio?
HubSpot, Salesforce and Pipedrive connect directly. Attio connects by export or a custom integration we build during setup. Everything is read only.
How does our compliance review fit in?
Every page, ad and email draft can go through your compliance team and bank partner first. We write disclosures and state licensing wording the way they require.
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 Accounting Firm Marketing →AI Agents for Consulting Lead Generation →AI Agents for Startup 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