01
Compliance review
Scripts, emails and qualification questions are reviewed and approved by your compliance team before launch.
Financial & business services
Careful outreach for financial services
Insurers, lenders, fintechs and B2B service providers use our teams for qualified meetings, onboarding calls and renewals — in French and English.
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The challenge
In financial services, trust is the product. Every call has to earn it.
Why financial services need a careful approach
Prospects are cautious, regulators are watching, and a careless message can cost more than a lost deal. Our SDRs and customer experience agents work from scripts approved by your compliance team, never give financial advice and log every interaction. They open conversations with business owners and finance teams, qualify interest and book meetings with your licensed advisors — and they look after existing clients through onboarding and renewals.
What gets in the way
What usually slows financial-service growth
We work from approved scripts and wording, and pass any question that requires a licensed professional to your team.
Patient follow-up over weeks or months keeps your firm top of mind until the timing is right.
Missing documents and unanswered questions delay activation. Our team calls new clients and guides them through each step.
Policies, contracts and subscriptions renew better when someone calls before the deadline.
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Who we reach
Who we reach for financial and business-service companies
Business owners, CFOs, finance and HR managers, and your existing clients — for commercial insurance, business lending, payments, payroll, accounting software and other B2B services.
We follow privacy and anti-spam laws (Québec's Law 25, CASL, GDPR), record consent and opt-outs, and keep client data in your own systems.
How we work
How we run compliant outreach and client care
02
Targeted outreach
We contact businesses that match your criteria, with clear, factual messages.
03
Qualified meetings
Interest, needs and timing are confirmed before a meeting is booked with your licensed advisors.
04
Onboarding and renewals
Welcome calls, document follow-up and renewal reminders for existing clients, all logged in your CRM.
Services that fit
The services financial and business-service companies use most
FAQ
Questions we often hear
No. They qualify interest, answer general questions from approved material and book meetings with your licensed advisors, who give the advice.
Every script and template is approved by your team, calls and emails are logged, and we respect consent and opt-out rules in each market.
Yes. Many financial-services clients use us for both: outbound for new business, and customer care for onboarding, renewals and retention.
In your own CRM and tools. Our team works with access you control, and nothing is kept outside your systems.
Other industries
Explore other industries
SaaS & technology
Outbound SDR programmes that reach founders, operators and IT buyers, then qualify them before the demo.
Home services & HVAC
Targeted lists of contractors, property managers and commercial buyers, followed by persistent multichannel outreach.
Real estate
Appointment setting for brokerages, developers and commercial real estate teams, in French and English.
Professional services
Agencies, consultancies and firms that need a steady pipeline of qualified introductions.
E-commerce & retail
A bilingual Customer Experience Team for support, after-sales and retention.