RegTech Compliance SaaS Platform
Over a 14-month engagement, SalesHive acted as the outsourced SDR team for a small RegTech SaaS company selling compliance software into regional banks and credit unions. By combining AI-personalized email outreach with high-quality cold calling and financial-services-specific messaging, SalesHive booked 236 meetings and generated 72 sales-qualified opportunities. This predictable outbound engine allowed the client’s account executives to focus on closing complex, multi-stakeholder financial services deals and building a scalable pipeline.
Where they started
Before partnering with SalesHive, our client had a small sales team struggling to build a predictable pipeline in a high-trust, highly regulated financial services market. Selling compliance software into banks and credit unions meant long, committee-driven sales cycles with multiple stakeholders in finance, risk, and IT. Their previous outbound efforts produced very few meetings because messaging either failed compliance review or sounded too generic for cautious financial buyers. They needed a partner that understood financial regulations, could navigate complex buying groups, and free their AEs from cold prospecting so they could focus on closing deals.
The playbook, step by step
A managed program run on the SalesHive platform, tuned every week by a dedicated strategist.
SalesHive built a 32-page custom sales playbook and total addressable market (TAM) focused on regional banks, credit unions, and digital lenders, mapping personas such as CFO, Chief Compliance Officer, Head of Risk, and Operations leaders with tailored messaging and qualification criteria.
Our list-building team created and validated compliant prospect lists with verified emails and direct dials for senior decision makers and influencers across finance, compliance, risk, and operations at target institutions.
SalesHive’s US-based SDRs launched AI-powered email outreach using our eMod personalization engine, testing multiple compliance-safe value propositions, subject lines, and call-to-action frameworks to improve reply and meeting rates while staying within regulatory guidelines.
We layered targeted cold calling on top of engaged email segments, using trained B2B callers to navigate switchboards, handle objections around regulation, data security, and vendor risk, and convert warm interest into fully qualified appointments.
SalesHive held weekly strategy and optimization sessions to review call recordings and campaign data, refine talk tracks, tighten qualification rules, and focus effort on the best-performing account tiers, resulting in steadily higher meeting quality and opportunity conversion.
After validating the initial program during the first quarter, the client scaled into a full multichannel Growth package with phone + email, increasing daily outbound touches and sustaining 15-20 meetings per month with their ideal financial services buyers.
From kickoff to compounding pipeline
Phase 1: Discovery & Setup
Deep dive into product and regulatory landscape, ICP refinement for banks and credit unions, TAM building, and creation of a 32-page custom sales playbook tailored to finance decision makers.
Phase 2: Initial Outreach
Launch of first email and phone campaigns, domain warming, initial message testing for CFO, compliance, and risk personas, and early meetings booked with mid-priority accounts.
Phase 3: Optimization
Refinement of messaging based on reply and call feedback, tighter qualification criteria, segmentation by institution type and size, and increased calling into the highest-response cohorts.
Phase 4: Scale & Expansion
Expansion into additional regions and lender segments, full Growth package rollout with higher daily touch volumes, ongoing A/B testing, and sustained delivery of 15-20 meetings per month.
What it added up to
- Booked 236 meetings with senior finance, risk, and compliance leaders at target financial institutions.
- Generated 72 sales-qualified opportunities and more than $3.1M in pipeline for the client’s compliance platform.
- Reduced the internal team’s prospecting workload by over 60%, enabling account executives to concentrate on advancing and closing long-cycle financial services deals.
SalesHive quickly became an extension of our team, they understood the compliance sensitivities of our buyers, booked meetings with the exact executives we'd been trying to reach for months, and finally gave us a predictable outbound engine in a very tough market.VP of Sales · RegTech Compliance SaaS Platform
The playbook above is repeatable. The version for your team starts with a 30-minute conversation about your ICP and your offer.
More results worth a look
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Book a 30-minute strategy call and we will map out exactly how SalesHive books meetings for your business with B2B cold calling, email outreach, and full sales outsourcing.