Apollo for Financial Services
Apollo for B2B fintech, financial advisors, and capital markets sales. Targeting financial decision-makers with the data quality and compliance hygiene the industry expects.
What our Apollo work delivers for Financial Services teams.
Methodology that ships.
Two-week sprints, senior team always, fixed-fee pricing. The same shape every time.
- Step 0101
Discovery
We map your current state: stack, team, motion, and what's blocking growth. No assumptions, no demo data.
- Step 0202
Architecture
We design the system. You sign off before we build.
- Step 0303
Build & migrate
Senior team builds in 2-week sprints with weekly demos. Validated, tested, signed off.
- Step 0404
Train & hand off
Documentation, runbooks, and 30 days of post-launch support included.
Built on real engagements.
Inside our Apollo for Financial Services engagements.
Financial decision-maker targeting
CFO, treasurer, controller, advisor filters. Right person, first touch.
Compliance-aware sequence approval
Sequences reviewed and approved before going out. Audit trail for regulators.
Investment firm and PE outreach
Multi-contact sequencing for fund managers, allocators, and LPs.
Wealth advisor outbound
Sequences tuned to RIA, wirehouse, IBD, and bank advisor channels.
Conference and IBD circuit
Event-based outbound for industry conferences and investment forums.
CRM and portfolio platform sync
Apollo enrichment flowing into Salesforce FSC or Redtail.
A few of the brands we've delivered for.
“Senior team, sprint cadence, fixed fees. The same expert who scoped our project led delivery. I never got handed off. That alone is worth the premium.”
Apollo for Financial Services, answered.
How long does this take?
Most engagements run 6 to 12 weeks for the build phase, then transition to optional ongoing operations.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A senior project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
