Skip to main content

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
Banner Fintech
We’ve helped great businesses
get in front of their ideal clients

Problems We Solve

Frame 143

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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.

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.

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.

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.

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

The Real Cost Of Doing This In-House

Results You Can Expect

19%
Of the US population is Hispanic
62M+
Hispanic consumers in the US
3.3M
Latino-owned SMBs in the US

Who This Is Built For

Company Profile

SMBs, SaaS/subscription businesses, marketplaces, logistics, wholesale, healthcare, professional services, or multi-entity companies.

Size & Complexity

50–2,000 employees, multi-currency, multi-entity, with growing invoice or payment volumes.

Tech Stack Signals

Running NetSuite, SAP, or QuickBooks, with AP/AR tools like Bill or Coupa, Stripe/Adyen, or an ERP currently in migration.

Timing Triggers

New funding, cross-border expansion, rising chargebacks, long DSO, audit pressure, or an ERP change underway.

FAQ

Boost your business

with Axeller RevOps.

Focus on closing, we’ll handle the rest.

Book a Meeting