Cold calling into lenders, issuers and credit unions.
Banks, credit unions, card issuers and consumer lenders are a defined list of institutions with named executives. We open those doors by phone while budget cycles are still open.
- Institution-level targeting Named executives at banks, credit unions, issuers and consumer lenders, segmented by asset size and program type.
- Risk and compliance framing Openers about loss rates, fraud exposure, regulatory pressure and member experience, not product features.
- Committee-aware sequencing Credit, risk, compliance, digital and IT all weigh in. We multi-thread instead of betting on one contact.
- Budget-cycle timing Calls timed to annual planning and vendor review cycles so you are in the conversation before the budget is allocated.
Who it is for
- Lending, origination and decisioning platform vendors
- Card issuing, BNPL and program management providers
- Fraud, KYC, collections and servicing technology vendors
- Core banking, digital banking and analytics vendors
Frequently asked questions
Do you call consumers or borrowers?
Never. This is strictly B2B: we call the institutions, not their customers. No consumer lending or collections calling of any kind.
How do you handle long procurement cycles?
With scheduled re-calls across the cycle and multi-threading into risk, compliance and IT, so the deal does not stall when one contact goes quiet.
Can you target credit unions specifically?
Yes, by asset size, charter, region and core platform, which usually predicts what they are able to buy and when.
How do you stay compliant calling in lending and finance?
Every list is scrubbed against the National DNC (US), CRTC DNCL (Canada), state lists, your internal suppression file and known litigator lists. Calls are B2B only, logged with dispositions and timestamps, and we keep an audit trail your compliance team can review. We do not run consumer collections calling or use AI voice agents.
What does a program cost?
Self-serve call credits start at $1.00 per call on the monthly plan with a 500 call minimum. Most managed programs run $1,000 to $6,000 a month, and multi-territory or enterprise programs run $12,000 and up.
Cold calling pricing · Book a working session