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Account-based marketing
Campaigns for sales-approved target accounts, by tier and buying role.
Pipeline your board can trust, built for compliance-heavy fintech sales
In short
PlanConversion runs demand generation for fintech companies that sell to banks, insurers, lenders and finance teams. Programs combine ABM, paid media, RevOps and GEO, built for compliance-heavy buying committees and reported on pipeline, revenue and the KPIs leadership and boards review.
Last updated
Clients
Sound familiar?
What we hear from teams like yours
“Deals stall in security and compliance review and marketing cannot show why.”
“Buyers do not trust generic claims, and we have little public proof to show them.”
“Finance, risk, IT and procurement each judge us on different criteria.”
Who we reach
The buying committee
Programs are built around every role that influences the decision, not just the person who fills in a form.
- CFO and finance leaders
- Risk, compliance and security officers
- Heads of product and technology
- Procurement and vendor management
The challenge
What makes demand generation hard here
Compliance slows every deal
Security, legal and risk reviews add stakeholders and months, so proof and clarity have to arrive early.
Trust is the product
Buyers need credible evidence before they engage, and generic claims get ignored.
Many roles, one decision
Finance, risk, IT and procurement each judge the platform on different criteria.
Plays
What we run
Committee-based ABM
Role-specific messages for finance, risk, technology and procurement, run against a named account list.
Proof-first content
Security, compliance and integration answers published up front so reviews move faster.
Pipeline reporting
Sourced and influenced pipeline, win rate and payback reported in a format leadership can take to the board.
Category GEO
Clear definitions so AI assistants describe your platform accurately when buyers shortlist vendors.
Services
Most-used programs in this industry
Paid media
LinkedIn, Google, Microsoft, programmatic and intent platforms managed against pipeline.
RevOps and marketing operations
CRM, attribution, routing and dashboards your sales and finance teams trust.
Generative engine optimization
Get cited and recommended accurately by ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews.
Board-ready reporting
The KPIs leadership will see
Reporting is built for leadership and investor meetings: pipeline, revenue and payback, not activity counts.
Pipeline through review stages
Where deals enter and exit security and compliance review.
Committee coverage
Finance, risk, IT and procurement engaged per account.
Sales cycle length
Tracked by segment, so changes are visible.
CAC and payback
Reported in a format leadership can take to the board.
First 90 days
What happens after you say yes
Days 1 to 30
Map the buying committee and review steps. Audit tracking, consent and the proof content you already have.
Days 31 to 60
Launch role-specific ABM and proof-first content that answers compliance questions early.
Days 61 to 90
Review pipeline through each stage and shorten the stages where deals wait longest.
Start free
Get a free competitor and market snapshot
A short read on who else is competing for your buyers and where the gap is for you. No account access needed.
FAQ
Common questions
How do you handle regulated buyers?
We plan for the review process: content that answers security and compliance questions early, and ABM that reaches every reviewer, not only the champion.
What do you report to leadership?
Pipeline, revenue, CAC and payback, with the leading indicators that show progress before deals close.
