Delivering Exceptional Outcomes

LinkedIn Outreach for Financial Services

LinkedIn outreach for finance means proactively connecting with your ideal clients, professional partners, and high-net-worth individuals on the platform where financial conversations happen. But unlike cold calling, this approach starts with building credibility and offering real value.

From IFAs and wealth managers to commercial lenders and fintech firms, LinkedIn outreach allows you to stay top-of-mind with decision-makers

LinkedIn Outreach for Financial Services
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Maximize Your Investment Returns

Calculate Your

Return on Investment

Quickly assess the efficiency of your investments by calculating your precise Return on Investment (ROI). Input your initial investment and final value to reveal the percentage that shows your true financial growth.

Why LinkedIn Works for Financial Services

LinkedIn is the #1 platform for finance professionals to:

  • Reach business owners, HNWIs, and corporate decision-makers
  • Build referral networks (e.g. accountants, legal advisors, fund managers)
  • Share financial insights and thought leadership
  • Attract inbound opportunities through visibility and expertise

Recent studies show:

  • 59% of financial advisors have gained new clients through LinkedIn
  • LinkedIn leads convert 3× better than leads from other platforms
  • Finance posts with visuals (charts, graphs) receive 2× higher engagement

Who It’s For

  • Independent financial advisors and wealth managers
  • Commercial mortgage or finance brokers
  • Investment and asset management firms
  • Fintech platforms and B2B finance services
  • Insurance and pension consultants

Your Prospects are Across a Moat

We build Bridges

B2B Email
Campaigns

We build your email infrastructure to automate outreach and drive consistent, high-quality interactions through personalised, impactful messages with potential clients and key decision makers.

LinkedIn
Automation

Your customers all use LinkedIn. Our automated service helps you reach a targeted audience with personalised messages at scale.

Trigger
Campaigns

Automatically reach out to prospects
as soon as they start looking for your solution. Our trigger campaigns monitor key actions and reach out precisely at the right time.

More than just sales...

Automated messaging isn't just for sales. It can be used for lead generation, customer onboarding, event signups, and feedback collection. See how our solutions can improve various aspects of your business communication.

Why Financial Firms Trust B2B-Ai

Ready to Build a Stronger Financial Network?

Let us manage the outreach so you can focus on managing wealth, portfolios, and client relationships.

Book a Strategy Call

Supercharge Your

B2B Email Marketing Today!

FAQs

Here's the most most common questions we get asked

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