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Leadey for Financial services

Outreach for financial services, with the controls built in.

Screen UK numbers against TPS and CTPS, keep do-not-call and opt-outs enforced across your workspace, and control exactly who sees and exports what.

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SaaS & software Recruitment & staffing Financial services Logistics & freight Agencies IT & managed services
Example signals · financial services Live
Mercator Payjust now Industry: Financial Services · 201–500 staff
Firmographic
Halvard10m ago Hiring 3 compliance analysts
Hiring
Brightline Health17m ago Funding stage: Series C
Funding
Northwind24m ago 42 UK numbers screened · 3 on TPS
TPS
Tessellate31m ago Runs Salesforce and Snowflake
Stack
Oakridge Labs38m ago New match for your watched search
New match
Companies in this example search
128
The problem

What slows financial services teams down, and how Leadey fixes it.

Today
Calling UK numbers without checking the TPS registers.
With Leadey
Screen a campaign’s UK numbers against TPS and CTPS for 1 credit each, then mark matches Do Not Call everywhere they appear.
Today
Opt-outs and bounces get missed between tools.
With Leadey
Unsubscribe links, opt-out replies, bounces and complaints go on one suppression list, and Leadey won’t email those addresses.
Today
Anyone can see, or export, any record.
With Leadey
Roles and custom permissions control which campaigns, leads, deals and recordings each person sees, and every lead export is logged.
Use cases

How financial services teams use Leadey.

Power dialer
Call with do-not-call enforced
The dialer skips do-not-call contacts, and manual calls to a do-not-call number are blocked, across the whole workspace.
Example · TPS-screened campaign of UK finance directors
Lead Search
Target the right institutions
Filter by industries such as Banking, Insurance, Investment Management and Capital Markets, plus headcount, revenue and location.
Example · CFOs at UK insurance brokers with 50–500 staff
Call intelligence
Review every recorded call
Answered calls are recorded and transcribed with an AI summary, and access to recordings is set by role.
Example · Managers review calls from new starters each week
Reporting
See activity by team and rep
Track calls, meetings and outcomes by department or rep, with KPI targets and a leaderboard.
Example · Weekly review of connect rate and meetings by desk
Signals that matter

Know when a finance buyer is ready to talk.

Filter Lead Search by the signals your buyers actually show, and trigger outreach the day they appear.

Banking, insurance and more Headcount range Revenue band Hiring for finance roles Technologies used Company location
TPS-screened · Finance director
Active
EmailDay 1 A short, specific note, sent with an unsubscribe link automatically.
Call taskDay 2 Call task for the owner. Do-not-call numbers are never dialled.
LinkedIn inviteDay 4 Connection note referencing the email.
EmailDay 7 Follow-up. Anyone who replied or opted out has already left the workflow.
1
credit per UK number screened
TPS and CTPS, cached for 28 days. Non-UK numbers are free.
4
built-in roles, plus custom ones
Control visibility of campaigns, leads, deals and recordings.
Every
lead export logged
Who, when, which campaign, how many rows and from where.

Leadey for other industries

SaaS & software Reach buyers when they hire, raise or change their stack Recruitment & staffing Win new clients the week they start hiring Logistics & freight A phone-first team with calls, texts and WhatsApp in one place Agencies Run outbound for every client from its own workspace IT & managed services Find companies by the technology they run
FAQ

Leadey for financial services, answered.

It checks a campaign’s UK phone numbers against the TPS and CTPS registers. Matches can be marked Do Not Call across your workspace, and numbers checked in the last 28 days are free to re-check.

Outreach your compliance team can sign off.

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