Trust comes first
Finance leaders are wary of unsolicited approaches. Setters lead with relevance and credibility – the problem you solve and who you already work with – not product features or rates.
B2B appointment setting for financial services
Commercial finance providers, business insurance brokers, payments and payroll companies and B2B fintechs all sell to the same busy people: finance directors and business owners. Our appointment setters know how to earn their attention – and stay within the rules.
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Tell us who you want to meet in financial services. We'll come back with a plan and a tailored quote.
Who we help you meet
Typical decision-makers for financial services campaigns:
- Finance directors and CFOs
- Business owners and managing directors
- Financial controllers
- Treasury and payments managers
- Heads of risk and compliance
What makes the sector different
Timing is everything
Insurance renewals, funding needs and contract end dates drive buying. Outreach is planned around those cycles, with follow-up scheduled for when the prospect is ready.
Regulated messaging
What can be said on a call may be restricted by financial promotion rules. Scripts and email copy are agreed with your compliance team before outreach starts.
How a financial services campaign is set up
Targeting combines company size and sector with signals such as growth, new premises, recent investment or a change in finance leadership. Each campaign has a clear qualification checklist – turnover, current provider and renewal date, for instance – agreed with you in advance.
Callers book introductory meetings rather than attempting to sell or quote, leaving regulated advice and product discussions to your authorised team.
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Approved scripts and screened data
Talk tracks are signed off by your compliance function where FCA financial promotion rules may apply, numbers are screened against the TPS and Corporate TPS, and call recordings can be made available for your own monitoring.
What it costs
Financial services campaigns usually sit in the upper part of the UK range, reflecting senior targets and the extra preparation needed for compliant messaging.
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Questions about appointment setting for financial services
Something we haven't covered? Send us your question – advice is free and comes with no obligation.
Can appointment setters discuss rates or products?
They should not. In a compliant set-up the setter qualifies interest and books an introduction; any discussion of products, pricing or advice is handled by your own authorised staff in the meeting.
Can calls be recorded for compliance purposes?
Yes. Calls can be recorded as standard. Recordings help you check that agreed scripts are followed and provide an audit trail if a prospect raises a concern.
Let's talk about your next campaign
Share your brief and we'll come back with a campaign plan for your buyers – with a clear quote in pounds and no obligation.
1. Share your brief
Your offer, target market and the number of meetings you would like each month.
2. Free consultation
We discuss your goals, recommend the right set-up and answer your questions.
3. Quote and kick-off
You receive a clear quote in pounds. Once you're happy, our appointment setters get started.
Prefer email? info@futuremeets.com
Request a free quote
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