A graph8 agent at a compliance gate on the wall, unsorted records on one side and sealed orderly lanes on the other, with a fintech sales leader standing by.
Industries / B2B fintech

AI agents for fintech revenue teams, with you in charge.

The agents watch for funding rounds, new licenses, security hiring, regulatory news, tool changes and new leaders at the accounts you sell to. They run outbound across email, phone, LinkedIn, SMS and WhatsApp, answer inbound email, LinkedIn messages and calls, and book the meetings. Every AI action is logged. You approve what goes out and set how much the agents do alone.
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A fintech deal in graph8 Signal Outreach Security review Your rep closes Expansion
Without graph8

Signals sit in watchlists, and deals wait on a long security review.

Funding news lands in one feed, new licenses in another, regulatory news in a third. The deal waits in a security review you cannot see, your champion changes jobs, and when compliance asks how a buyer was contacted, nobody has a clear answer.

x Signals spread across watchlists
x Deals stuck in a security review you cannot see
x Champion changes jobs, deal goes cold
x One contact, not the committee
x No log to show when compliance asks
With graph8

Every fintech signal on one logged account record.

Funding, licensing, security, regulatory, tool and leadership signals land on the account, tied to the buying committee, logged, and turned into a campaign your team approves.

Every fintech signal on the account
Economic buyer, CISO and compliance found
Consent rules and residency configurable
Every approval and touch logged
The agents run outreach, your reps close
01 / Signals for fintech

The six fintech signals graph8 watches

A general intent feed does not show when a regulated buyer is about to act. Fintech demand shows up as events: funding, a new license, security hiring, a rule change, a tool change, or a new person who owns the problem.

Funding rounds New budget
New licensing Money transmitter, SOC 2, PCI
Security hiring CISO and compliance roles open
Regulatory news Enforcement or new rules
Tool changes Adding a competing or related tool
Leadership changes New head at a regulated institution
02 / Stacked fintech signals

Stacked signals on one account

One signal on its own says little. A Series B, a money transmitter license and a CISO search at the same company mean new budget, a new market and a security review taking shape. graph8 scores the account when signals stack, and the agents start the campaign.

  • Funding that adds budget
  • Licensing that opens a market
  • Security hiring that shows who will review you
  • One score for the account, not one per signal
Signals / meridian pay, 3 stacked Example
Series B, $50M raised 2 weeks ago Funding
Money transmitter license this month Licensing
Posted a CISO role today Security
93 intent score
90 ICP fit
03 / Studio

Studio drafts your ICP, personas and messaging from your website

Give Studio your website. It reads who you serve and what your buyers need to trust, then drafts a fintech ICP, the personas on the buying committee, and messaging for your category. Your team reviews and edits it before campaigns use it.

  • Reads your product from your website
  • An ICP for regulated buyers, not only firmographic filters
  • Personas for the CFO, CISO and compliance
  • Messaging on trust, residency and time to compliance
Studio Example
yourfintech.com reading site
Fintech ICP regulated payments, banks, lenders
Personas CFO, CISO, Head of Compliance
Messaging trust, residency, time to compliance
04 / From signal to deal

From first signal through the security review, on one record

A signal starts a campaign to the buying committee. The agents reach the CFO, the CISO and compliance, and book the demo. Your rep runs the demo with the account history in front of them. The same record, with its log, carries the deal through security review, procurement and expansion.

  • Stacked signals start the campaign
  • The agents reach the CFO, CISO and compliance
  • Your rep runs the demo with the history in hand
  • Security review and expansion stay on the same record
Deal / meridian pay Example
Signal caught funding + license + CISO
Campaign sent CFO, CISO, compliance
Demo booked Thu 10:30am
Security review log attached
Deal won expansion watched
05 / Governance

A log your compliance team can check

Fintech buyers ask how you reached them and what data you used. graph8 logs every signal, touch and approval on the account, and every AI action. Consent rules apply per contact, and data residency can be set by region. graph8 is SOC 2 Type II.

  • Consent rules applied per contact
  • Data residency set by region
  • Every signal, touch and approval logged
  • The log sits on the account
Governance / audit trail Example
Consent

rules applied per contact

Residency

set by region

Audit trail Signal sourcedContact addedPlay approvedTouch sent
06 / One record per account

Signals, the buying committee and the deal on one logged record

Nothing to export and no second system. Signals land on the account, graph8 finds the CFO, the CISO and compliance, and the same record carries the deal from the first campaign to the demo, the security review and expansion.

meridian pay / account record Example
Fintech signals
Funding Licensing Security Regulatory Tool changes Leadership
93 intent
90 ICP fit
Buying committee
Economic buyer Priya Shah, CFO
Security Sam Rivera, CISO
Compliance Dana Cole, Head of Compliance
Security review, with the log attached.
Expansion tracked on the same record.

The signal, the committee, the campaign, the approvals and the outcome are in one place. Your reps work with the history in hand. Your compliance team has the log.

07 / What is different for fintech

What graph8 does for a fintech sales team

Four things that matter when you sell to regulated buyers.

Fintech signals on the account record

Funding rounds, new licenses, security hiring, regulatory news, tool changes and new leaders at regulated institutions land on the account, tied to a real person and scored. One logged record instead of six watchlists.

A logged record of every touch

Every signal, touch and approval is logged on the account, and every AI action is logged. When procurement or compliance asks why a buyer was contacted and what data was used, you can show the log. Consent rules and data residency are configurable. graph8 is SOC 2 Type II.

Outreach through the security review

Fintech deals have more than one buyer. graph8 finds the economic buyer, the CISO and compliance at the same account and runs outreach to each, so a long security review does not depend on one contact.

Built on a decade of CIENCE campaign data

graph8 comes from CIENCE, which has run B2B outbound for ten years, across thousands of campaigns. If you want people to run the campaigns, the CIENCE field team can do that for you.

08 / By team

What changes for each team

Choose a fintech team
Sales

Reps start with accounts that have a reason to buy.

Funding, licensing and leadership signals show which accounts have a reason to act now. graph8 finds the economic buyer and the CISO, and the agents start outreach to both. Reps take the replies and meetings from My Desk, their daily list in the graph8 Work app.

FundingLicensingLeadership
Reps work accounts with a signal, not cold lists.
Marketing

Campaigns go to accounts with a current reason to care.

Regulatory news and tool changes show which accounts have a reason to act now. Studio drafts the ICP, personas and messaging from your website, and every campaign is reported on the same account records.

RegulatoryTool changesStudio
Campaigns aimed at accounts with current demand.
RevOps

Every signal scored on one logged account record.

Funding, licensing, security, regulatory, tool and leadership signals land on the same account with an intent score and ICP fit. Consent rules and residency are configurable, every touch is logged, and graph8 syncs both ways with HubSpot, Salesforce, Pipedrive, Outreach and Salesloft.

One recordIntent scoreLogged
One logged system, not watchlists to reconcile.
Leadership

Pipeline and the security review in one view.

Signal, campaign, meeting, security review and pipeline sit on one account record, so you can see where each deal is instead of guessing what stalled in procurement. You set which decisions the agents make alone and which come to your team for approval.

PipelineAudit trailAttribution
Every deal and its log, in one place.
09 / Where the experience comes from

Built on a decade of CIENCE campaign data

graph8 comes from CIENCE, which has run B2B outbound campaigns for ten years, across thousands of campaigns. The data covers 700M+ contacts and 100M+ companies, and the agents send across email, phone, LinkedIn, SMS and WhatsApp.

10 years of CIENCE campaign data
Thousands of B2B campaigns
700M+ contacts
100M+ companies
SOC 2 Type II
10 / Pricing

You pay for what the agents run. Every user is included on the Team plan.

Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target. Three ways in.

For trying it out Pay as you go
Free to start

A free entry point to the full platform. No credit card.

  • 1,000 contact reveals to start
  • 500 execution actions free
  • Full platform access, no card
  • Then $0.05 per credit
Start Free
For data in your AI tools MCP Unlimited
$25 / user

Unlimited contact data, in the tools you already use.

  • Unlimited contact data, fair use
  • 2,500 execution credits a month
  • Priced per user, not per org
Claude ChatGPT Cursor VS Code
Start Free
Recommended
The full platform Team plan
$99 / mo

Unlimited users and data. Every app, one bill.

  • Campaigns, dialer, AI voice, and AI workflows
  • Meetings routed and booked for you
  • 10,000 execution credits a month
  • Unlimited users, no seat fees
  • 7-day free trial, no credit card
Start Free

Everything in the Team plan

$99 / mo, all included

The $99 Team plan is the full platform: everything below, for the whole org. MCP Unlimited and Pay as you go are lighter entry points with usage and seat limits.

What the agents run

10,000 credits included
  • Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
  • 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
  • Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
  • AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
  • Meeting routing and booking Route leads to the right rep and book the meeting automatically.
  • CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
  • Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
  • AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.

Contact data

Included
  • MCP Unlimited for every user A $25 per user value, included for the whole org on the Team plan.
  • No monthly cap on contact data Reveals, lookups, enrichments, and exports run org-wide, every seat.
  • Buying signals Visitors, intent, hiring, and job-change signals on every account.
  • Waterfall enrichment Third-party providers, pay on match or bring your own keys.
  • Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.

For the whole team

Always on
  • Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
  • Every feature unlocked No tiers gating voice, enrichment, sequencer, campaigns, or desktop.
  • Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
  • Month-to-month, no contracts Cancel anytime.
  • Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.

Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target.

Start free

Try graph8 on your fintech market

Sign up in about ten seconds with Google or Microsoft. Tell the setup agent who you sell to, and see the first accounts it finds. No card needed.