AI-Powered Sales for Fintech

Scale your fintech sales without scaling headcount. Sam targets financial institutions and tech-forward buyers.

45%
More demos booked
15hrs
Saved weekly
3x
Pipeline growth
Fintech - AI Sales Automation

The challenges you face

Sound familiar? These are the problems Sam was built to solve.

Regulatory compliance complicates messaging

Financial services messaging needs to be accurate and compliant.

Banks and institutions are slow to adopt

Enterprise financial services deals take 6-18 months.

Trust is the number one buying criteria

Financial buyers need proof of security, compliance, and reliability.

Competition from incumbents is fierce

Established financial infrastructure vendors have deep relationships.

How Sam solves this

8 AI agents working together to fill your pipeline while you focus on clients.

Target CTOs, compliance leads, and CFOs

Sam identifies fintech buyers at banks, credit unions, and financial services companies.

Regulatory-aware messaging

Outreach that highlights compliance with SOX, PCI-DSS, and banking regulations.

Trust-building campaigns

Security certifications, audit results, and client success stories in messaging.

Funding-signal detection

Target fintech companies based on funding rounds and growth trajectory.

Perfect for

Sam works best for these fintech professionals.

Payment and processing platforms
Banking-as-a-service providers
RegTech and compliance tech
Lending and credit platforms

Frequently asked questions

Common questions about Sam for fintech.

Ready to transform your fintech sales?

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