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Financial Services Follow-up #1
Follow-up #1 Individual Contributor Enterprise

Follow-up #1 for Financial Services

Targeting individual contributor at enterprise companies (500+ employees).

Subject Line

Used by reps at 3 of the top 20 institutions

Email Template
Hi {{first_name}},

I reached out last week about a prospecting tool built for financial services professionals. One thing I did not mention: reps at three of the top 20 US financial institutions already use our platform — and they report an average of 10 additional qualified meetings per month.

At {{company_name}}, that kind of lift could make a meaningful difference to your numbers. I can show you the exact workflows they use in 10 minutes. Interested?
9-12% reply rate
Thursday best day
10:00-11:00 AM best time

Personalization Tips

  • Reference their specific division or product focus and how the tool has been used by peers in that segment
  • Mention any internal innovation or digital transformation programs at their institution
  • Note compliance-specific benefits relevant to their regulatory environment
  • Reference a recent policy or process change at their firm that affects prospecting workflows

When to Use

Send 4-5 days after the first email. Enterprise ICs respond well to social proof from peer institutions, especially when it comes with specific performance metrics.

When NOT to Use

If their institution has a strict policy against external sales tools or if the individual has indicated they use an internal-only platform.

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