For fintech and financial services
Outbound for Fintech Companies Selling to CFOs.
Finance leaders are some of the hardest people in B2B to reach, and they remember a bad email. RevFirst helps payments and finance software teams pick the right target accounts, write to the CFO's real problem and send carefully from their own mailbox.
Before launchNothing sent yet
You approve every part
☐ Company profileEdited by you
☐ Target companiesIndustries, sizes, regions
☐ Decision-makersRoles and seniority
☐ LeadsKeep or remove
☐ EmailsEvery step, editable
☐ Sending accountYour own mailboxes
How Do You Get a CFO to Reply to Outbound?
Send fewer, better emails to a precisely chosen group, about a cost or risk they already carry. CFOs face real operational risk in switching financial tools, so the first message has to show you understand their situation. RevFirst is built for that: cohorts that share a problem, offers shaped before launch and sending you approve.
Why finance buyers are different
Four Things That Make Fintech Outbound Hard.
Each one shapes how a RevFirst campaign is set up.
Switching carries risk
Moving payment rails or a finance system can disrupt cash flow and close. The bar for a first conversation is high.
Volume backfires
Senior finance leaders talk to each other and remember careless outreach. More sending isn't the answer.
The best audiences aren't a filter
Xflowpay's buyers were companies that bill internationally. That isn't a field you can tick in a database, so the list was built by hand.
Gatekeepers and committees
A controller may feel the pain while the CFO signs. Each needs a different message.
Customer story
How Xflowpay Got Senior CFOs to Take the Meeting by Sending Less
15
demos booked with senior CFOs
4.33%
reply rate vs a 2% industry benchmark
$1.8M
monthly transaction volume in pipeline
“$1.8M in monthly transaction volume generated. Two deals closed at $350K MTV. RevFirst didn't hand over leads and disappear, they stayed in the deals until both closed.”
Anurag DeoAccount Executive, XflowpayRead the Xflowpay story →
Example workflow
A Finance Software Campaign, Step by Step.
Example only: a spend management platform for growing multi-entity companies.
- 01
Start with the website
RevFirst reads the product and customer pages and drafts the profile. The team sharpens the value proposition around month-end close.
- 02
Target the finance function
Example target accounts: professional services and logistics companies, 51–200 and 201–500 employees, US and UK. Example decision-makers: CFO, VP Finance, Financial Controller.
- 03
Choose a cohort
Example cohort: groups with three or more legal entities still consolidating spend by hand.
- 04
Agree a careful offer
With a RevFirst strategist, the team picks a useful opener, such as a short benchmark of close timelines, over a demo request.
- 05
Review every lead
The team keeps or removes individual leads before approving, so no one outside the intended audience is contacted.
Objections
What Fintech Teams Ask First.
Mostly about risk to the brand and to compliance.
“Compliance has to see everything.”
Invite your compliance reviewer as an approver. A campaign can't go live until it's approved.
“One bad email and that CFO is gone.”
That's why every lead and every step is reviewed before launch, and sending stays deliberately low.
“Our ICP isn't a database filter.”
Add existing customers as examples to sharpen the target accounts, then remove leads that don't fit before you approve.
Deliberate by Design.
Sending rules keep volume measured, for example 30 new contacts per mailbox per day, on weekdays, in the recipient's working hours. Emails are plain text, and the sequence stops the moment someone replies. For finance buyers, that restraint is part of the message.
Who This Suits.
A good fit if
- Payments, treasury, spend, billing and finance software companies selling to businesses.
- Teams whose buyer is a CFO, finance director or controller.
- Deals large enough that one new customer justifies careful research.
Probably not yet if
- Consumer financial products.
- Teams that want to reach as many finance contacts as possible each week.
Common Questions
Is outbound appropriate for reaching CFOs?
Yes, if it's low in volume and high in relevance. Xflowpay booked 15 demos with senior CFOs using outreach written to the cost and control of international payments. Results vary by market and offer.
What did Xflowpay's pipeline turn into?
Xflowpay reports $1.8M in monthly transaction volume generated in pipeline and 2 deals closed at $350K in monthly transaction volume.
Is a 4.33% reply rate what we should expect?
No. It's Xflowpay's result against a roughly 2% benchmark, not a typical figure. Your results depend on your market and offer.
Can we target companies in India, the US and the UK?
Yes. You choose regions when you confirm your ICP, and emails send during working hours in each recipient's time zone.
What counts as a qualified lead for billing?
A positive reply showing interest in continuing the conversation, such as a request for a call or more information. It isn't a booked demo, and “not right now” or out-of-office replies don't count. Plans are on the pricing page.
Free Forever plan
Fewer Emails. Better Conversations.
Enter your website and review the finance leaders and cohorts RevFirst suggests before anything is sent.