The Challenge
VaultPay builds enterprise payment infrastructure for mid-market companies. Their 3-person BDR team ($280K/year total) was producing only 8 qualified enterprise demos per month. The long sales cycle (6-9 months) and complex compliance requirements meant most outreach fell flat — generic emails to CFOs don't work in fintech.
The Solution
We built a compliance-aware AI outbound system specifically for fintech enterprise sales:
- Identifies companies with payment infrastructure pain points (high transaction fees, failed payments, compliance issues) from public filings and job postings
- Crafts outreach that references specific regulatory challenges (PCI-DSS, SOC 2, PSD2) relevant to each prospect
- Multi-thread approach: targets CFO, CTO, and VP Engineering simultaneously with role-specific messaging
- Handles objections with compliance documentation and ROI calculators
- Books demos only after confirming budget authority and timeline via AI qualification
The Results
Within 45 days, VaultPay went from 8 to 142 enterprise demos per month. Pipeline value exploded from $420K to $4.2M. Two of the three BDRs were redeployed to account management (higher-value work), while the AI handled all prospecting and initial qualification.
Key Insight
Enterprise fintech sales require deep domain expertise in every outreach. Our AI was trained on payment industry terminology, regulatory frameworks, and common pain points — making every email sound like it came from a payments expert, not a generic SDR.