Fraser.

Managed AI SDR · Fintech

Reach the right decision-makers, at the right pace.

Set up and run for you by our team. Fintech sales cycles often involve compliance-sensitive buyers and long consideration windows. Fraser runs measured, personalised outreach that respects approval requirements at every step.

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Fintech outreach needs extra care

Regulated buyers and compliance-conscious prospects respond badly to generic pitches, and claims need to stay accurate and approved.

Approved messaging, consistent follow-up

Every message can be reviewed before it sends, claims stay within your approved language, and Fraser follows up consistently across email, LinkedIn and contact forms until there's a reply.

Set up and run by our team

AI execution. Human oversight.

  • The right audience

    Research and buying signals shaped around your offer and ideal customers.

  • Campaigns handled

    Targeting, personalisation, channel setup and automated follow-up managed for you.

  • Conversations, not tasks

    Our team monitors replies and brings you the conversations that need your expertise.

  • An improving approach

    Clear reporting and ongoing refinements to audiences, messaging and timing.

The workflow

  1. 01

    Set approved messaging

    Define the claims, tone and language your outreach is allowed to use.

  2. 02

    Run outreach

    Launch campaigns to target buyers, with every message reviewable before it sends.

  3. 03

    Chase and report

    Fraser follows up relentlessly and reports replies, conversations and meetings booked.

Who this fits

Best-fit profile

Regulated or compliance-sensitive fintech vendors selling to banks, financial institutions or finance teams, with an existing compliance or legal review process for outbound claims.

Example campaign angle

Reference a specific, factual regulatory or operational change and frame the message around reducing risk or manual effort, using only claims your compliance team has approved.

Typical buyer roles

  • Heads of Finance or Treasury
  • Compliance or Risk leads
  • Operations leaders responsible for financial systems

Commercial triggers

  • New regulation or compliance deadline
  • Leadership change in Finance or Risk
  • Funding or M&A activity affecting financial operations

Qualification criteria

  • Institution size and regulatory profile match your target market
  • A named Finance or Risk owner exists for the problem
  • No disqualifying regulatory restriction on vendor type, where known

Risks to manage

  • Outbound claims about compliance, security or regulatory status must be reviewed and approved before use; Fraser does not perform compliance review.
  • Long consideration windows mean follow-up needs to be measured, not aggressive.

Not suitable when

  • Your claims require case-by-case legal sign-off that can't be pre-approved as campaign rules
  • Your target buyers are only reachable through channels not yet available (e.g. calling)

Evidence, with context

Fraser helps fintech teams reach the right buyers consistently. It does not replace your own compliance review of outbound claims.

Questions

Related reading

Approval and safeguardsBook more meetingsBook a free strategy call

Put Fraser to work on your sales process.

We set up and run Fraser for you. Your team takes the sales conversations.

Book a free strategy call