Fin Tech
Target the Right Prospects. Build Trust at Scale. Fintech companies often struggle with identifying and engaging the right individuals, especially when targeting HNIs, CFOs, and decision-makers across financial services. LaCleo AI solves this by combining advanced lead discovery with predictive intelligence, giving Fintech teams the power to reach relevant, high-value prospects with accuracy and speed.
Key Capabilities for Fintech Teams
Discover our powerful AI-driven sales tools
Precision Targeting for HNIs
Use predictive intelligence to target high-net-worth individuals effectively
- Use predictive intelligence to estimate net worth based on a prospect’s experience, company type, and role
- Identify professionals likely to invest in wealth-tech, insurance, or investment products
- Filter by role (e.g., VP, CFO), domain (e.g., banking, family offices), and funding activity
Smart Discovery of Decision Makers
Uncover the right decision makers across fintech sectors
- Discover founders, CXOs, or product leaders at lending firms, payment companies, and NBFCs
- Build lookalike audiences based on current high-conversion segments
Data Accuracy & Enrichment
Access up-to-date and enriched prospect data for better conversions
- Get updated contact data, LinkedIn, and verified firmographic details
- Auto-enrich contacts with compliance-friendly sourcing
Sales Intelligence for Financial Products
Drive sales with real-time behavioral insights and triggers
- Use intent signals and behavioral triggers to prioritize outreach
- Run prompt-based queries like “Which CFOs in India switched firms in the last 3 months?”
- Track interest and improve outreach strategy in real-time
Built for Compliance and Security
Ensure secure and compliant outreach and data handling
- All data handling follows global data protection standards, including GDPR
- LaCleo AI ensures secure enrichment and outreach workflows, safeguarding sensitive financial prospect data
Fintech Impact Highlights
Real results from LaCleo AI customers
- faster access to relevant high-net-worth professionals
- 3x
- improvement in engagement from verified financial profiles
- +50%
- increase in booked meetings with decision-makers
- +35%
- drop in outreach waste to low-fit prospects
- 25-40%