Pipeline Generation in Financial Services
Your Path to C-Level Engagement
Financial services are evolving towards proactive pipeline generation. With internal teams often lacking resources for effective cold outreach, our outbound sales solutions step in. We engage customers early, adapt to industry changes, and connect you with budget-controlling C-Level decision-makers.
Pipeline Generation in Financial Services
Your Path to C-Level Engagement
Financial services are evolving towards proactive pipeline generation. With internal teams often lacking resources for effective cold outreach, our outbound sales solutions step in. We engage customers early, adapt to industry changes, and connect you with budget-controlling C-Level decision-makers.
A firm foothold in the Financial Services industry
Our consultative approach to selling starts with our teams becoming ingrained in our customers’ internal teams, acting as a true extension of their sales and marketing functions.
We combine the insight that we garner by staying connected to the latest industry shifts such as region-specific regulatory changes, with the expertise of our customers. Our process has created opportunities in several areas of the financial services landscape, such as:
Asset management
Corporate services
Private credit
Accountancy
Fund administration
“durhamlane has been a vital component in helping our global sales team grow our business in a sustainable way. I have been continuously impressed with the way their team has integrated with ours to create a dynamic sales force. We have fostered a true partnership with a joint plan to win together now, and in the future.”
Frank Hattan
Previously at Intertrust Group
Financial brands we have supported
Specialising in proactive outbound strategies for complex, extended sales cycles, we’ve established ourselves as industry leaders over the past 13 years. Our proven track record has made us the go-to partner for financial service providers seeking to accelerate growth and broaden their market reach.
Qualified opportunities with relevant financial decision-makers
Whether you’re targeting personas across the C-Suite, Finance personas, Operations personas, Risk & Compliance personas or ESG personas, our approach connects your brand with organisations that match your ideal customer profile and are actively trying to address a challenge that you can solve.
We don’t just generate qualified opportunities; we’re committed to delivering tangible revenue. Our team nurtures leads throughout the sales funnel, exploring various service lines. This dedication to collaboration and ROI has secured us long-term partnerships with leading financial services firms.
To date, we’ve created qualified sales opportunities for our customers with:
Combine start-up energy with enterprise-level maturity
Our People
Taking proactive hungry minds, embedding sales skills and continually developing them with our management and development team.
Our Technology
Engaging, timely communication. Powered by tech, personalised by humans working smarter and faster with constant insight and analysis.
Our Processes & Data
Powered by Selling at a Higher-Level, our consultative and question-based methodology. We have built hundreds of thousands of data points, clarifying exactly what drives sales pipeline and how to build it.
Book a meeting with Sam
Business Development Manager
Sam has years of experience working with financial service providers looking to fuel their growth and expand their market presence.
Which personas do you target in the financial market?
Our persona targeting is tailored to each client, which is discussed as part of your onboarding process. We’ve generated recent success with personas across the C-Suite, Operations personas, Risk & Compliance personas or ESG personas.
How do you train your SDRs?
Learning and development is key. It all begins with our four-week induction process, which gets candidates ready to hit the ground running. From there, we define competence frameworks which clearly identify upskilling opportunities. For industry-specific training, each new client engagement starts with a thorough onboarding process, where nuances of their target market are shared with the team. All of our people are taught our Selling at a Higher Level methodology, which is question led and consultative in nature.
What does the reporting process look like?
Salesloft provides powerful insight into our activity, and we use this to report weekly, monthly and quarterly – focusing on inputs, outputs, outcomes and insights. We can also connect our CRM (Salesloft) to yours so that you have live updates of our activities and the results being generated on a custom dashboard.
What makes durhamlane different from other sales outsourcing companies?
At durhamlane, our people and clients are at the centre of our world. From our award-winning onboarding, to exceptional tech stack and data utilisation, everything is geared towards providing our durhamlane difference. This is why we’ve forged multi-year partnerships with our financial services clients. We also tend to go slightly further down the sales funnel than your typical agency by ensuring maximum qualification and quality in the opportunities we generate.
What other services do you target within financial services?
Our unique approach means we can cover a wide range of diverse sectors:
- Accounting and tax
- Capital markets
- Fund services
- Global entity management
- Payroll and HR
- Private wealth
- Mergers and acquisitions
- ESG administration
How do you ensure data security and client confidentiality?
We are ISO 27001 certified we take data security and confidentiality very seriously. durhamlane have siloed environments within our CRM to ensure client data is secure and only accessed by the relevant people. We would never have an overlap in terms of the people working with clients in the same industry and set up Chinese walls to ensure there is no sharing of data or opportunities.