Outbound for Fintech
Outbound in financial services lives or dies on data hygiene. We treat your prospect lists like privileged information: provenance-tracked, dedupe-protected, and never co-mingled across clients.
Audit-ready by default.
Every contact we touch has a documented source. Every list is rebuilt for each campaign — never recycled. Every push into your CRM is one-way and field-mapped, so you keep your source of truth intact.
We've passed multiple client compliance reviews including SOC 2 audit cooperation, annual InfoSec questionnaires, and GDPR/CCPA documentation requests. The process isn't extra — it's how we work by default.
Built so your compliance team has nothing to flag.
- 01Single-tenant sendingYour sending domains, your warm-up pool, your reputation. Nothing co-mingled with other clients' traffic.
- 02Documented provenanceEvery contact's source documented and linkable to its origin. If a prospect asks 'how did you get my email?' we can answer.
- 03Suppression disciplineHard-coded global opt-out lists. Once someone unsubscribes, they're suppressed across every future campaign — no exceptions.
- 04Client-portal handoffsReporting via your preferred secure channel (CRM, S3, encrypted PDF). No raw-data emails.
GDPR, CCPA, GLBA, FINRA — handled.
We've operated inside GDPR Article 6 (legitimate interest framework, with documented opt-out), CCPA opt-out registries, GLBA-aligned data handling for RIA clients, and FINRA-supervised marketing review for broker-dealer clients.
Each framework changes the operational specifics: documented basis-of-processing for GDPR, do-not-sell signal honoring for CCPA, supervised pre-send review for FINRA. We adapt to the framework that applies to your business — and document compliance at every step.
What fintech ops + compliance teams ask.
- 01Where does prospect data live, and for how long?Active campaign data lives in your sending platform (typically Smartlead or Instantly, your account). After campaign close, we retain only suppression lists (emails-only, no PII) for 24 months. Other PII is purged within 30 days of campaign end.
- 02Can we get the data flow diagram for an InfoSec review?Yes — we maintain an up-to-date data flow diagram showing every system that touches prospect data, the data type, and the retention period. We share it under NDA before any client compliance review.
- 03What happens if a prospect files a GDPR data request?We have a 72-hour response SLA for data subject requests. We can produce the source of every data point we hold on a given individual, plus a delete-on-request workflow.
- 04Do you carry liability insurance?Yes — $2M Cyber Liability + $2M E&O. Certificates available for client compliance teams under NDA.
Outbound that passes the compliance review.
We'll walk through our data handling, suppression, and audit process before any commitment.
Your pipeline, rebuilt.
20-minute strategy call. We'll audit your ICP, show you which signals we'd track, and map out exactly what the first 120 days would look like. No commitment, no pressure, no pitch deck.
