Fintech

Warm Intros for Fintech

Financial technology companies selling to banks, insurers, and financial services firms.

The Fintech Sales Challenge

Selling to fintech companies comes with unique obstacles. Cold outreach is increasingly ineffective, and building trust takes time you don't have.

  • Highly regulated industry with long compliance cycles
  • Trust is paramount - financial institutions are risk-averse
  • Complex buying committees involving IT, compliance, and business units
  • Incumbents have strong existing relationships

How Warm Intros Help Fintech Sales Teams

Warm introductions cut through the noise and accelerate trust-building. Here's how fintech companies use Draftboard:

  • Bypass gatekeepers at conservative institutions
  • Leverage investor connections to bank executives
  • Accelerate trust-building in risk-averse environments
  • Multi-thread across compliance, IT, and business stakeholders

Who Fintech Companies Reach

Draftboard helps you find warm paths to key decision-makers:

CTOCFOChief Digital OfficerVP of InnovationHead of Partnerships

How Draftboard Works for Fintech

1

Connect Your Team's Network

Your team connects LinkedIn profiles. Draftboard maps all 1st and 2nd degree connections.

2

Import Your Target Accounts

Upload your list of fintech target accounts via CSV or manual entry.

3

Find Warm Paths

Draftboard shows you every path to your targets, scored by relationship strength.

4

Request & Track Intros

Request introductions and track every step of the process in one place.

The Warm Intro Advantage

5-10x
Higher response rates vs. cold outreach
2-3x
Better win rates on warm intro deals
30%
Shorter sales cycles on average

Ready to accelerate your fintech sales?

Start finding warm intro paths to your target fintech accounts.

Start Free

Related Industries

Related Reading