Industries

Financial Services

Account-based marketing that wins high-value service contracts
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Stop losing deals to competitors who reach clients first
SimpleABM designs and runs account-based marketing programs that help insurance brokers, payroll providers, accounting firms, and financial service companies connect with business owners and finance leaders at companies that match your ideal client profile. Our ABM campaigns generate qualified leads from organizations that need the services you provide. We handle account research, messaging, and multi-channel outreach so your team focuses on consultations and closing business.

Account-Based Marketing for Financial Services

SimpleABM identifies companies based on employee count, industry, revenue profile, and operational characteristics that align with your service capabilities. We build account-based marketing campaigns that reach business owners, CFOs, and decision-makers before they commit to competitors or renew existing contracts. Your messaging addresses their specific financial challenges and positions your firm as the expert solution. We create personalized lead generation programs that demonstrate your expertise in their industry and business stage. Your B2B marketing campaigns include relevant insights, cost comparisons, and case studies that prove you understand their challenges. Every message positions your firm as the solution provider for their financial service needs.

Lead Generation for Financial Service Providers

Referrals dry up, networking events stall, and inbound inquiries often come from firms too small to pursue. SimpleABM identifies and engages companies that match your exact client profile using account-based marketing. We manage prospect research, decision-maker mapping, campaign execution, and meeting scheduling so your advisors focus only on qualified consultations and onboarding new clients.

Our program pricing is fixed and transparent. No expensive software license fees, no hourly retainers, no internal hires. You pay for delivery and measure ROI in meetings booked, pipeline created, and accounts converted. Each engagement starts with a 90-day pilot designed to validate results. From there we expand into the industries and service lines where your firm holds the strongest competitive advantage.

Our ABM Services for Financial Service Firms

  • Target company lists by size, industry, and service needs
  • Stakeholder mapping across CFOs & finance leaders
  • Messaging frameworks built around industry pain points
  • Landing pages with service-focused case studies
  • Multi-channel outreach and lead generation campaigns
  • Consultation offers and ROI comparison tools
  • Meeting scheduling with qualified decision-makers
  • Pipeline tracking with client acquisition reporting

Account-Based Marketing for Consistent Growth

SimpleABM gives financial service firms a system to generate consistent qualified leads and fill your pipeline with high-value opportunities. Your calendar fills with consultation meetings from decision-makers who need insurance coverage, payroll processing, accounting services, or financial support.
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Partner With Us for B2B Growth

Our discovery call is designed to understand your growth goals, sales process, and current challenges with lead generation. You’ll get clarity on whether ABM is the right fit for your business and what the next steps could look like.
What We'll Cover:
  • Your specific business growth objectives
  • Current sales and marketing processes
  • Target accounts and buying committees
  • Your lead generation challenges
  • Technology stack and tools in use
  • Success metrics that matter to you
What happens next?
1

Book a call at your convenience 

2

Join a structured discovery session 

3

Receive a tailored proposal for ABM

Schedule Your ABM Discovery Call