Here's what TODAY (usetoday.io) should do to generate more qualified meetings every month.
Lead generation
Start your outbound by going after companies that closely resemble your best and most engaged pilot users or the type of financial advisory firms you want as customers. Focus on those who share similar size (5–200 advisors), region (EU, especially DACH and Nordics), and strong compliance needs. Leadsforge is perfect for uncovering these lookalikes — simply enter the attributes of your ideal customer and let it find match-ready prospects for you. Here’s why: lookalikes tend to convert faster and are already a proven fit for your solution.
To find new prospects who already follow companies similar to yours (such as competitors or adjacent fintechs), simply provide their LinkedIn company page link and website in Leadsforge. This tool will automatically pull followers, saving you hours of manual work and giving you a warm audience already interested in your space. Try it: share a competitor’s LinkedIn company page link with Leadsforge and watch it build a fresh outreach list for you.
Your ICP is clearly defined: small to mid-sized financial advisors, advisory teams within banks and insurance, and compliance-sensitive firms in the EU (focus on Denmark, Germany, Sweden, Norway). Refine your targeting by specifying teams’ size, key decision-makers (like Head of Advisory, Compliance, or Founder), and geography. Leadsforge enables deep targeting — build precise lists by layering in location, team size, and decision-maker titles before exporting contacts.
Targeting
Segment your outreach by industry (financial advisory, insurance, banking), company size (5–50 vs 50–200 advisors), and region (DACH, Nordics). For each segment, tailor your messaging: emphasize fast ROI and compliance for advisors; highlight low-risk onboarding and scale for mid-size firms. This ensures your campaigns are more personal and relevant, boosting reply rates and conversions.
=Within fintech for advisory, slice further into: 1) Independent advisory firms/brokers, 2) Bank/insurance-led advisory groups, and 3) onboarding/coaching teams at larger organizations. Customize your approach for each: owners/MDs appreciate efficiency, while compliance leads value security, and onboarding teams look for seamless training solutions. This structure makes it easier to run parallel outreach tailored to each group’s specific pain points.
=Watch for triggers that signal buying intent or urgency: regulatory updates (AI-Act, GDPR), hiring sprees for new advisors, CRM or tech stack upgrades, fresh funding or publicity (like case studies or awards). Time your messages around these moments to make your pitch more relevant.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Unlimited Linkedin Profiles
ESP Matching for increased delivery
Here’s Why
When your outbound operation grows — more mailboxes, more team members — Salesforge lets you manage multi-mailbox campaigns, coordinate follow-ups, and run advanced automations so you never miss a lead or a reply. It’s built for scaling sales ops and gets even more powerful as your team expands.
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge is tailored for regulated EU sectors — it sources clean, compliant, and permission-based B2B contacts with built-in validation. For fintech/finance, it dramatically cuts research time and helps you find exactly the right advisors, teams, or compliance leaders in your target region and company size — all in seconds. The result: higher quality leads with far less manual work.
Set up your outbound infrastructure with Primeforge for mailbox management and whitelabel hosting. For sending, use Mailforge’s shared IP pool for cost-effective, high deliverability campaigns out of the gate. Set up and warm up your secondary domains (usetoday.net, usetodayteam.com, usetodaysupport.com) for outbound only, keeping your main .io domain for product/ops. As you scale — especially beyond 50k monthly emails or if you need even greater deliverability control — consider upgrading to Infraforge for dedicated IPs and advanced whitelabeling. For mailbox compatibility and reliability, Google Workspace and Microsoft 365 mailboxes are recommended.
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