Compliant-minded outbound for financial-services firms selling to businesses.
For B2B fintech, payments, lending and advisory firms: every send scored before it goes, an approval before AI drafts are used, and an audit trail of what was sent and why.
Free plan, no card · Sales from $49 · or let us run it
Financial services
1,200 emails · 0.8% positive replies · $25k dealWhere outbound breaks for financial services.
Compliance wants to see everything
Who sent what, to whom, on what basis — hard to answer from a sender plus a CRM.
Reputation is regulated by the market
A firm seen spamming loses trust faster than a SaaS start-up.
Pipeline value is uneven
A few large deals make the year; knowing what produced them matters.
The same platform, set up for how financial services sell.
Append-only ledger
Every send, hold and approval is written to a ledger you can export for review.
Approvals before sending
AI drafts are proposals; a person approves before anything is used.
Region-aware sending
Suppression across the workspace and recipient-local windows by country.
Attribution for big deals
See which sequence and step started the deals that made the quarter.
Four steps. A reply stops all of them.
Every step passes the Sequence Guardrail before it sends, and contact pressure is counted across your whole team.
Marketing ties paid search and LinkedIn spend to opportunities and paid revenue, with every change approved by a person. See Marketing →
Day 1
Relevant regulatory or market change
Day 5
Short example of the outcome you deliver
Day 11
Offer a call with a specialist
Day 18
Close politely
Revenue Intelligence
From first email to paid invoice. In real time.
Every send, reply, meeting, deal and invoice sits in one database — so the numbers that matter are counted, not exported, and the reason behind each change is one click away.
Every send scored. Zero blind spots.
A 100-point Sequence Risk Score on every send, from five signals: reputation 30, history 25, contact pressure 20, compliance 15, timing 10.
Pipeline that counts itself
Interested replies become deals, meetings attach themselves, and the forecast comes from your own conversion and slip rates.
From signal to root cause
Cost per meeting up? See which sequence, step and mailbox moved — and what the guardrail did about it.
- Cold email
- Referrals
- Inbound
- AI answers
Demo workspace numbers
Put in your numbers. See what the funnel is worth.
Pre-filled with example inputs for financial services. This is arithmetic on your inputs, not a promise — Quotarider's job is to keep the funnel running without risking the domain, and to show you the real numbers once it does.
Same five numbers, live, inside Quotarider once your sequences run — by sequence, step and mailbox, to the paid invoice.
We ran it on our own companies first. Then on 55 more.
Quotarider is the outbound stack behind XDQ Labs' other products — the ones that sell into hospitals and the ones that sell to retail investors. It went to customers only after it had protected our own domains for months.
Drapto
Hospital revenue-integrity software. Outbound to procurement and finance heads at hospitals in India — some of the least forgiving inboxes there are. Every sequence Drapto sends runs through the same guardrail you get.
Xflot
An IPO and market-data site. Partner, advertiser and press outreach from a young domain that could not afford to be filtered — ramped the slow way, behind the same guardrail.
Customer names are shared on request and in reference calls, not on a logo wall. We would rather you ask.
Financial services: questions
Is Quotarider a regulated communications archive?
No. It keeps a ledger of sends and approvals in the workspace; your own archiving obligations still apply.
Can we restrict who can launch a sequence?
Yes — role-based approvals let you require sign-off before a sequence goes live.
Do you sign a DPA?
Yes, on Enterprise plans, with a security review.
How much does Quotarider cost?
Sales plans are Starter $49, Team $199 and Growth $599 a month; Marketing starts at $349; Pro-Rider, where Quotarider runs outbound for you, is $1,798 a month. There is a free plan with one mailbox.
Start with one mailbox. See your own numbers.
Free plan, no card. Or let Quotarider run it for you with Pro-Rider.