Became the #1 revenue driver, ahead of trade shows, for Qualpay
FinTech
Making “Qualified Meeting” Actually Mean Something for FinTech Pipeline
Industry Expertise & Results
FinTech spans payments, banking and credit union software, wealth management, and financial operations platforms — memoryBlue has partnered with 150+ FinTech solution providers across all four. Many FinTech vendors arrive at memoryBlue after already trying an outsourced SDR vendor once and getting meetings that looked qualified on paper but weren’t — which is why the bar for “qualified” gets treated as something to prove, not assume.
The Category Problem
FinTech vendors run into a specific credibility gap, confirmed directly in memoryBlue own client accounts:
The word "qualified" has already been used loosely once. Qualpay initially picked a competitor mainly on budget — but the meetings booked weren’t truly qualified, wasting the sales team’s time before memoryBlue took over the engagement.
Some of the hardest FinTech markets are crowded and relationship-driven. Qualpay push into fuel and propane delivery companies meant reaching multi-generational family businesses where trade shows, memberships, and existing software partnerships were the entrenched lead sources.
The buyer varies enormously by sub-category. A hedge fund Chief Investment Officer, a credit union Chief Lending Officer, and a mid-market manufacturer Owner/CFO all fall under "FinTech buyer" — and none of them respond to the same pitch.
How memoryBlue Helps
- Proof "qualified" holds up under scrutinyQualpay booked 21 qualified meetings in the first month after onboarding and memoryBlue became its leading source of closed deals — ahead of trade shows, memberships, and software partnerships — generating $244M in pipeline and $115M in closed revenue since the engagement began, at a 9.3/10 average lead score.
- Fluency with the most senior finance buyersSolovis needed to reach CIOs, COOs, and Chief Investment Officers across VC and wealth management firms — among the most senior, hardest-to-reach buyers in finance. The program ran at a 9.45/10 lead score.
- Real accounts, real titles, not a generic finance listSmartStream Technologies targeted hedge funds and wealth managers, reaching Controllers, Heads of Finance, and VPs of Investment Operations at accounts including RBC.
- Flexible commitment for FinTech companies testing the modelSignal Intent (now Chimney) ran on a Pay-Per-Meeting model and renewed its meeting basket twice — a client choosing to keep buying more, not a locked-in annual contract.
- Built for founder-led and enterprise buyers alikeStax Payment runs 2 dedicated SDRs reaching Founder/CEO and Global Head of Revenue Operations personas at an 8/10 lead score — proof the model works whether the buyer is a founder-led business or an enterprise revenue function.
Case Studies
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memoryBlue is a Leader in both G2 Lead Generation Service Providers and Outsourced Sales Providers reports, based on verified customer reviews:
Gary Bourton
CEO
QiO Technologies
“Amazing Day-to-Day Team Support”
Manjit Dhillon
European SDR/Inside Sales Leader
Vertex Inc.
“Great Comms and Very Proactive to Work With”
Claire Spahr
Senior Manager, Product Marketing
PDI Technologies
“Outstanding Communication and Client Responsiveness”
Jess DiBella
Commercial Account Manager
MarketCast
“They’re Always Thinking Outside the Box”
Brandon Howard
Sr. Global License Compliance Representative
Autodesk
“Highly Skilled Team, Immediate Revenue Impact”
Mark Jones
VP of Market Growth, North American Emerging Markets
Actionstep
“Great Team — Adept at Quick Ramp”
Ed Derse, Sr.
Sales Manager & Consultant
Kairos Data Communication
“memoryBlue Delivered!”
Scott Gainey
CMO
Nile
“Excellent 1 Year+ memoryBlue Experience”
Todd While
VP, Sales & Business Development
Apcela
“Third Time Is a Charm… Again!”
Matt Kreig
Graphiant
“Multiple Time Customer”
Key Priorities
What Prospects Are Actually Asking For
FinTech prospects often lead with a version of "we’ve been burned before" — a prior outsourced vendor that delivered meeting volume without real qualification. Beyond that, the recurring questions are about reach into senior finance and investment titles, flexibility on engagement model (Pay-Per-Meeting versus a dedicated FTE team), and whether a program can be built for a specific, niche sub-market rather than "financial services" in general.
FAQs
We’re an open book
Thinking about outsourcing your team?
Here's what you need to know.
Here's what you need to know.
We tried an outsourced SDR vendor before and got unqualified meetings that wasted our team’s time — how is memoryBlue different?
This is exactly what Qualpay experienced with a previous vendor before switching to memoryBlue. The result was 21 qualified meetings in the first month and a 9.3/10 average lead score — qualification is measured and reported on, not assumed.
Can memoryBlue reach senior finance and investment personas like CIOs, COOs, and Chief Investment Officers, not just marketing contacts?
Yes. Solovis program was built specifically to reach CIOs, COOs, VPs of Investment Banking, and Chief Investment Officers across VC and wealth management firms, running at a 9.45/10 lead score.
Does memoryBlue offer flexible engagement models, like Pay-Per-Meeting, for FinTech companies not ready for a full SDR team?
Yes. Signal Intent (now Chimney) and CITCON have both run on Pay-Per-Meeting models rather than a dedicated FTE commitment — Signal Intent renewed its meeting basket twice, choosing to buy more rather than being locked into a long-term contract.
Does memoryBlue work with both large financial institutions and smaller, niche FinTech vendors?
Yes. memoryBlue FinTech logo library includes global institutions like HSBC, Citi, American Express, and Mastercard, alongside smaller, specialized vendors like Qualpay and Stax Payment targeting specific verticals within finance.
Can memoryBlue help us break into a specific niche market within FinTech, the way Qualpay broke into the propane industry?
Yes. Qualpay program was built around a targeted outbound motion into fuel and propane delivery companies specifically, partnering with the National Propane Gas Association — proof that programs can be built around a defined sub-market rather than “financial services” broadly.
Has memoryBlue worked with FinTech companies beyond the ones named here?
Yes — memoryBlue has partnered with 150+ FinTech solution providers across payments, banking and credit union software, wealth management, and financial operations. The case studies above are a representative sample, not the full list.
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