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Alternative financing

How Sego Finance built a predictable outbound channel to CFOs

From relying on inbound and networking to a scalable system: 4,812 leads worked and 292 meetings with financial decision-makers.

292
qualified meetings
4,812
leads generated
255
campaigns launched
Spain
SMEs with 50+ employees

Sego Finance is an alternative financing platform for SMEs, specialized in offering flexible solutions as an alternative to traditional banking.

Its growth relied on inbound and networking, which limited the pace of customer acquisition. They wanted to scale their model in Spain by reaching financial decision-makers at mid-sized companies.

Sego didn't need more scattered contacts: they needed a predictable outbound system that would fill their pipeline with meetings with CFOs.

The challengeThe starting point

  • Growth limited by inbound and networking
  • No systematic access to CFOs at mid-sized companies
  • Need for a diversified, recurring pipeline

The processThe system, adapted to Sego Finance

We apply our demand-generation system, run end to end and tuned to their sector. Four phases, each one unlocking the next.

Phase 01

Alignment & infrastructure

We align the ICP, target sectors and DNC list. We set up dedicated sending infrastructure, our own domains, mailboxes (Gmail + Outlook), DNS authentication and warm-up, on a dedicated server. Sending reputation stays 100% under our control.

Phase 02

Campaign production

We segment by sector and prioritizing CFOs and finance leaders at SMEs with more than 50 employees, with qualified sources and per-country verification. We write the scripts by sector, with up to 4 layers of personalization and A/B variants. Nothing goes out without Sego Finance's approval.

Phase 03

Sending, inbox & meeting

Replies land in a unified master inbox, managed by an AI agent and a dedicated inbox manager who classifies, qualifies, handles objections and proposes a meeting. Every meeting reaches Sego Finance's team with a calendar invite, brief and CRM record.

Ongoing

Weekly optimization

Deliverability testing, rotating low-reputation accounts, bounce control and promoting the winning variants. Each week's data refines copy, segments and accounts.

The workFrom campaign to meeting

255
campaigns by sector
4,812
leads worked
292
qualified meetings

The resultsA qualified-meetings engine

  • 292 meetings with CFOs and finance leaders
  • 4,812 leads worked at SMEs with 50+ employees
  • Solid, diversified pipeline in alternative financing
Silvia Morgano · Sego Finance
«More than 30 meetings a month with companies interested in our private factoring for SMEs.»
Silvia Morgano · Sego Finance
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