Advancing B2B Sales Growth Across Financial Technology, Payments & Digital Assets

We help companies building, selling, or launching high-impact financial products expand their pipeline. By combining data enrichment, intent signals, AI-driven automation, and intelligent outreach workflows, we create measurable growth, revenue, and market intelligence — enabling teams to get outcomes without the overhead.

🎯 Market Definition & Messaging
🚀 Data, Signals & Outreach
📈 Meetings, Feedback & Intelligence
🎯
Define ICP & TAM
🤖
AI-Driven Automation
📅
Qualified Meetings
📊
Market Intelligence

Before Coldconvert vs. With Coldconvert

Transform your sales process from manual and inconsistent to automated and predictable.

Before Coldconvert

Prospecting is manual, ad hoc, and time-consuming
Lists have to be built by hand and enriched manually
Outreach is fragmented across multiple tools
Sales teams spend more time researching than selling
Scaling across geographies or segments is slow

With Coldconvert

AI-driven workflows automate prospecting and outreach
Lean approach: test and iterate messaging continuously
Meetings with ideal customers appear on your calendar
Insights feed back into sales systems and GTM strategy
Get outcomes without the overhead — scale quickly

How We Work: Three Pillars of Growth

Our systematic approach to B2B sales growth combines market intelligence, automation, and continuous optimization.

01
🎯

Market Definition & Messaging

Outcome: High-confidence market definition positioning your team to capture growth efficiently.

  • Define your ideal customer profile (ICP) and map total addressable market (TAM)
  • Test angles, narratives, and messaging to identify what resonates
  • Leverage data and market insights to uncover new segments
  • Align outreach and sales systems with your ICP
  • Employ lean approach, iterating quickly on messaging and segmentation
02
🚀

Data, Signals & Outreach

Outcome: Increased pipeline coverage, higher-quality leads, and predictable flow of opportunities.

  • Integrate multiple data sources and enrich company/contact records
  • Track buyer intent signals to know when prospects are ready
  • Use AI and automation to scale prospecting while keeping humans in the loop
  • Campaign execution can start ahead of your sales team
  • Leverage existing tech stack to optimize reporting
03
📊

Meetings, Feedback & Market Intelligence

Outcome: A living system of pipeline generation that strengthens GTM strategy over time.

  • Capture, qualify, and convert responses into actionable meetings
  • Book meetings directly with briefing packs and conversation summaries
  • Capture feedback from prospects to refine positioning and GTM effectiveness
  • Dashboard tracking which ICPs, segments, and messaging drive best results
  • Continuously iterate using lean methodology for compounding growth

Who We Work With

We focus on companies building and scaling in financial technology, payments infrastructure, and digital assets.

🚀

Startups

Testing market segments and validating demand

We act as an extension of the founding team, giving them GTM muscle, early prospecting coverage, and the ability to increase outreach without adding headcount.

Areas: On-/off-ramp payments, KYC/AML and identity, card issuing and checkout
📈

Scaleups

With product–market fit looking to accelerate growth

We combine lean experimentation, AI, and automation to push pipeline velocity and uncover new revenue opportunities.

Areas: Treasury and liquidity platforms, custody, embedded finance
🏢

Institutions

Needing additional sales capacity

We provide structured intelligence, campaign execution, and optimized systems integration to maximize revenue outcomes and get results without the overhead.

Focus: Financial technology, payments infrastructure, digital assets

Our Engineering Approach to Sales

We don't treat pipeline generation as a traditional sales effort. We approach it as an engineering problem — one solved with the right workflows, systems, and tech stack.

🤖 AI and automation where it makes sense
👥 Human in the loop for strategic decisions
🎯 Work directly with founders, not junior reps
📊 Intelligence partner providing structured market learning

Your Intelligence Partner

Coldconvert is your intelligence partner, providing structured market learning, broader coverage, and sales workflows that compound growth over time — so your team shows up to meetings with dream customers ready to close.

Ready to Scale Your B2B Sales Growth?

Join the fintech, payments, and digital asset companies driving financial innovation forward. Get outcomes without the overhead — let's build your predictable growth engine.

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