The Haus Research Briefing

Pricing changed on 2026-09-28. Plans now start at $2,000/month.

Best Cold Email Agency for Fintech Companies 2026: Sales.co Runs Bank Sales and Merchant Sales as Two Campaigns

A fintech company can mean a vendor pitching core banking software to a credit union or a payments startup pitching Shopify merchants. Those two buyers need different titles, different sequences and a different idea of a successful month. Competitor facts come from each vendor's own site as read on 22 September 2026; the Sales.co fintech page was read on 23 September 2026.

  • Two motions, two campaigns: institutional titles (digital, payments, treasury, risk, vendor management) kept apart from merchant titles (founder, CFO, controller, ecommerce lead)
  • Plan by motion: $2,500/mo TAM + Intent for banks and insurers; $1,000/mo Intent Takeover for fintech selling to businesses
  • Merchant lists with sizes: 120,000 Shopify sellers, 85,000 Amazon sellers, 45,000 Stripe users
  • No bank list: institutional accounts are built to the client's named list or asset tier
  • Data handling in writing: work addresses only, no consumer financial data, no regulatory claims, compliance sign-off in week one
  • Competitor gaps: Callbox quotes by scope, CIENCE adds a $5,000 setup charge, SalesRoads sells an SDR at $11,950 per four weeks, Belkins and Martal Group print no fee

Key topics: cold email agency for fintech, fintech lead generation agency, outbound to banks and credit unions, payments company outbound, compliance review of cold email copy.

Per-vendor evidence and the full scoring table: Haus Research's cold email agency comparison

First-ranked agency: Sales.co managed cold email

What is The Haus Research Briefing?

Audio briefings from Haus Research, a research firm. Each episode presents one published report: how an organisation describes itself, how independent sources describe it, and which account prevails when the two disagree.