For Financial Services Firms

Stop relying on referrals
Build a credible pipeline of business borrowers

We build and run the compliance-safe outbound engine that earns CFO attention and books qualified meetings for NBFCs, business lenders, equipment financing, and corporate treasury firms, no rate or return claims, ever.

No commitment. No pitch deck. 30-minute strategy call.

0+
Qualified meetings / month (avg)
0%
Open rate on cold email campaigns
0ร—
ROI in first 90 days
โ‚น0Cr+
Pipeline generated for financial services clients
Sound familiar?

Referrals only get you so far

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Trust has to come first

Financial products need credibility before a CFO takes your cold call seriously. Generic outreach reads as spam and gets ignored, no matter how strong your underwriting is.

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Long, multi-stakeholder cycles

CFOs, business owners, sometimes the board, all need to weigh in before a financing or advisory decision moves forward. With no systematic way to stay top of mind, deals stall and go cold.

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Growth capped by who already knows you

Referrals and broker networks got you this far, but they only reach companies with an existing connection to your firm. Everyone outside that circle stays invisible to you.

Our system

From cold list to qualified CFO meeting Every single time

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01

ICP & Financing Signals

Define your ideal borrower or client profile by industry, company size, and financing triggers, expansion plans, funding rounds, or equipment upgrade cycles.

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02

Build & Verify Contact Lists

Verified CFO, Finance Head, and business-owner contacts sourced from LinkedIn and firmographic data, enriched with financing-need signals.

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03

Prepare Compliance-Safe Assets

Credibility-led case studies and outreach sequences built entirely around trust and track record, no rate, return, or approval claims.

Running in parallelActive throughout

Principal LinkedIn Credibility Building

๐Ÿ”—Profile Optimisation

Headline, banner, and about section crafted to position your principals as credible financing partners, not sales reps.

โœ๏ธContent Creation

Regular posts and insights on financing and treasury trends that build recognition with CFOs before outreach even lands.

๐Ÿ†Thought Leadership

Position your firm as an established, trustworthy name so prospects already trust you when your message arrives.

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04

Launch Credibility-Led Outreach

Cold email and LinkedIn sequences go live targeting CFOs, Finance Heads, and business owners with full deliverability infrastructure.

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05

Follow Up & Nurture

Persistent, trust-first follow-ups sharing relevant insights and track record until stakeholders engage, built for long consideration cycles.

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06

Book Qualified Meetings

Warm replies convert into qualified meetings with full context on the stakeholder and financing need, so you can move faster.

How it works

Your credible outbound engine, fully managed

01

ICP & Signal Mapping

We define your ideal business borrower or client by company size, industry, and financing signals, expansion plans, funding rounds, or equipment upgrade cycles, not generic firmographics.

02

Verified Contact Lists

Hand-verified contact lists of CFOs, Finance Heads, and business owners at companies actively showing financing or advisory needs. No recycled databases.

03

Credibility-Led Outreach

Multi-channel sequences, cold email plus LinkedIn, built entirely around trust and track record. No rate, return, or approval claims, ever.

04

Qualified Meeting Handoff

Qualified meetings land directly in your calendar with full context on the stakeholder and financing need. You advise; we fill the top of funnel, consistently.

Client results

What we have built for financial services firms like yours

NBFC ยท SME Working Capital Lending ยท Mumbai

0 to 21 qualified CFO meetings in 65 days

An NBFC focused on SME working capital loans had strong underwriting but no systematic way to reach CFOs directly. We mapped their ICP to mid-market manufacturers and traders showing expansion signals, built verified CFO and Finance Head contact lists, and ran a credibility-led cold email and LinkedIn sequence with zero rate or approval claims. In 65 days they had 21 qualified meetings booked, with several advancing to serious commercial discussions.

21 meetings booked9 advanced to commercial discussionsโ‚น3.1Cr+ pipeline in active conversation
Equipment Financing Firm ยท Pune

A consistent monthly pipeline of financing conversations

An equipment financing company relied almost entirely on manufacturer referrals and dealer networks. We identified their sweet spot, mid-sized manufacturers and logistics companies planning capex upgrades, and built a multi-channel outreach engine targeting Finance Heads and business owners. Messaging stayed strictly credibility-led, with no financing terms mentioned in outreach itself. They now run 14 qualified meetings every month with no added sales headcount.

14 meetings/month (ongoing)0 added sales headcountConsistent monthly pipeline
Corporate Treasury & Wealth Advisory Firm ยท Bengaluru

17 qualified CFO conversations booked in one quarter

A corporate treasury and wealth advisory firm had deep expertise but a growth ceiling capped by referrals from existing clients. We built a targeted ABM list of CFOs and Finance Heads at recently funded and newly listed companies, ran a LinkedIn thought-leadership track for the firm's principals alongside cold outreach, and kept every message strictly credibility-led with no performance claims of any kind. Result: 17 qualified conversations in the first quarter, several turning into ongoing advisory mandates.

17 meetings bookedMultiple ongoing advisory mandatesNew client segment opened
FAQs

Common questions from financial services leaders

No. Every message we send stays strictly credibility-led, we talk about who your firm serves and the problems you solve, never about interest rates, expected returns, or approval likelihood. That conversation is entirely yours to have once a qualified meeting is booked.

Referral and broker networks cap your growth to who already knows you. We build a systematic, always-on outbound engine, cold email plus LinkedIn, that reaches CFOs and Finance Heads at companies you have never worked with before, on top of whatever referrals you already get.

Most commonly CFOs, Finance Heads, and business owners at companies showing signals of needing working capital, equipment financing, or corporate treasury and wealth advisory support, expansion plans, funding rounds, or capex cycles.

Most financial services clients see their first qualified conversations within 3 to 5 weeks, once ICP mapping, compliance-safe messaging, and list building are complete. Because these are multi-stakeholder decisions, nurturing continues well beyond the first meeting.

We work on a monthly retainer with no long-term lock-in. You can review results every 30 days and decide whether to continue.

No. Myntmore is a B2B lead generation partner. We generate qualified buyer conversations only, underwriting, rates, and any financial or investment advice remain entirely your firm's domain.

Let's fill your pipeline

Book a free 30-minute GTM audit. We will review your outreach, map your ICP, and hand you a custom action plan, no pitch, no pressure.

Get your free GTM audit

We will audit your current outreach, map your ICP, and tell you exactly what is holding your pipeline back. No pitch. No pressure.

We respond within 24 hours. No spam, ever.