Cold calling for vendors selling into banks and credit unions.
You sell to community banks and credit unions where the buyer is a CEO, a COO, a CIO or a VP of lending, and the institution is small enough that those people answer their own phone. That is a rare advantage, and email wastes it.
- Executives who answer At a 200-employee credit union the COO takes calls. Thousands of institutions like that exist, and almost none of your competitors are calling them.
- Core contract timing Core and vendor contracts renew on multi-year cycles. We qualify the renewal window on the call so you know which accounts are live this year.
- Security-review reality Vendor risk review, SOC 2 and board approval all show up. We surface them early so forecasts are honest.
- Business-only calling Institutions and businesses only. DNC scrubbed, recorded calls, no consumer lists.
Who it is for
- Core banking, lending and digital banking vendors
- Compliance, BSA and risk software providers
- Payments, card and treasury service firms
- Marketing, audit and outsourced operations vendors
Frequently asked questions
Which institutions are the sweet spot?
Community banks and credit unions roughly between $200M and $5B in assets. Large enough to have budget, small enough that a call reaches a decision maker.
Do you call consumers for lending products?
Not here. This program is business-to-business only, vendor to institution. Consumer file calling is a separate service with its own compliance requirements.
How do you handle the vendor risk review question?
We flag it and pass what the institution says to your team. Knowing on call one that a review takes six months is worth more than a surprise in month five.
Cold calling pricing · Book a working session