Rodok
Book a demo
Rodok for financial services firms

Lead generation for financial services: find business clients

Rodok watches LinkedIn for new finance leaders, funding rounds and expansions that often come before a financial need, and tracks every referral partner in one CRM.

Get started Book a demo

From $29 a month for 3 seats.

Signals
Trackers
New8Hot2Saved3In CRM41Dismissed12All64
SignalTypeHeatContactCompanyTrackerFound
Sam Ortiz started a new role as VP of Sales at Northgate Logistics
Job change
Hot
Sam Ortiz
Northgate Logistics
New sales leaders
Brightfield Clinics is hiring a site manager and nurses for its new Lyon clinic
Hiring
Warm
Marc Delorme
Brightfield Clinics
Clinics hiring in France
Orbit Pay raised a $14M Series A to expand across West Africa
Growth
Warm
Yusuf Bello
Orbit Pay
Funding in Europe
Casa Lumen opens in Barcelona this spring and is recruiting its first team
Post
Warm
Lucía Ortega
Casa Lumen
Hotels opening in Europe
Vela Dental is opening three new practices in Bordeaux
Hiring
Hot
Claire Martin
Vela Dental
Clinics hiring in France
Ines Hartmann started a new role as Head of Operations at Kestrel Foods
Job change
Warm
Ines Hartmann
Kestrel Foods
New sales leaders
The Saffron Edinburgh reopens after a renovation and is hiring front office staff
Post
Warm
Oliver Grant
The Saffron Edinburgh
Hotels opening in Europe
Northwind Telecom is hiring 12 sales reps for Austin and Denver
Growth
Warm
Daniel Brooks
Northwind Telecom
Funding in Europe
Count 8

People showing a buying signal, found for financial services firms. Example data.

Rodok watches LinkedIn for new finance leaders, funding rounds and expansions that often come before a financial need, and tracks every referral partner in one CRM. Built around how financial services firms actually sell, so you start from your own stages instead of a blank page.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for financial services firms

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • LinkedIn signals from job changes, posts and company news
  • Referral partners tracked on every contact
  • A draft first message for each signal
  • Follow-up reminders and email on the record

Not what Rodok is for

  • Paid ads
  • Website builds
  • Core banking, portfolio and compliance systems

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

Lead generation for financial services is how a lender, commercial bank team, payments or insurance firm, or advisory practice finds business clients and starts a conversation when they have a need. Most firms grow through referrals, so a second source is outreach tied to a public event, such as a funding round or a new finance leader.

How clients really come to a financial services firm

Financial products are a trust purchase, and the buyer is often a CFO, founder or controller who is asked to compare few options.

  • Referrals. Accountants, attorneys, insurance brokers, advisors and existing clients meet business owners before you do. Tell partners exactly which client fits and what you can do.
  • Existing relationships. A client who already trusts you for one product is your best source for a second.
  • Events and associations. Industry groups and local business events produce introductions.
  • Direct outreach. A short, specific note to a finance leader, tied to something you noticed. This is the channel Rodok supports.

The stages of a new client

Firms recognize roughly: prospect, discovery meeting, proposal or term sheet, paperwork and funded or onboarded. Paperwork and approval take longer in regulated products, so log the next step after every meeting. See the CRM side in CRM for financial services.

Signals worth watching

These are public events that often come before a business needs financing, banking or advice. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.

  • A new CFO or finance leader. Tracker: "CFOs, controllers and heads of finance who started a new role in the last 90 days at companies with 20 to 500 employees". New finance leaders often review their banking and lending partners. See new role outreach templates.
  • A funding round. Tracker: "companies announcing a funding round in (your market)". See funding round.
  • An expansion. Tracker: "companies announcing a new location, plant or expansion into (region)". See new office or market.
  • A hiring push in finance. Tracker: "companies hiring a controller, treasury analyst or finance manager". See hiring surge.
  • A post asking for a recommendation. Tracker: "posts asking for a business banker, lender or commercial insurance recommendation in (region)". See recommendation request.

Your compliance team decides what you can say and how. Check its rules before you send a first message.

A first message example

An example with made-up names:

Subject: Congrats on the Ohio expansion Hi Priya, I saw Northgate announced a second plant in Ohio. Companies adding a site often review how they finance equipment. I work with manufacturers in the region on that. If a short call would be useful, I am glad to share how I would look at it. No obligation.

A weekly routine in three steps

  1. Monday: read the new signals. Keep the real fits, dismiss the rest.
  2. Midweek: three careful messages. Name the event, say who you serve, ask for a short call. Send them from your own inbox.
  3. Friday: thank partners and follow up. Thank the referral sources, and give every open proposal a next step and a date.

Where Rodok fits and where it does not

Rodok is a sales CRM. Starter keeps companies, people, deals, email and tasks. Pro adds signals, a lead database that finds people by title, company size and industry and usually returns a work email (not for everyone), and sequences sent from your own Gmail or Outlook. LinkedIn steps are tasks for you.

It does not run ads, build websites or replace core banking, portfolio or compliance systems, and it does not archive messages for regulators. It fits firms serving businesses better than firms serving households. The FTC says CAN-SPAM makes no exception for business-to-business email (FTC CAN-SPAM guide).

Frequently asked questions

What is the best way for a financial services firm to get business clients?

Referrals from accountants, attorneys and existing clients, supported by a small amount of direct outreach to companies in your niche. The two work together, because outreach finds people and referrals build trust.

Can financial services firms use LinkedIn to find clients?

Yes, for business clients. Finance leaders and founders post about hires, funding and expansion there. Check your firm's compliance rules before you send, name the event, and keep the first message short.

Should a financial services firm buy a lead list?

A bought list is a snapshot, and people on it have often moved by the time you use it. Building from current titles and adding a reason to write tends to earn more replies.

Rodok for other industries