No credit card required
Monthly Free Credits
LaCleo AI for Fintech Companies
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 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
- 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
- Get updated contact data, LinkedIn, and verified firmographic details
- Auto-enrich contacts with compliance-friendly sourcing
Sales Intelligence for Financial Products
- 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
- 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%