Cursive logo
Pricing
Book a CallGet Started
Cursive

We know who's searching for what

With Cursive

AI-powered lead generation and outbound automation for B2B companies.

Product

  • Platform Overview
  • Visitor Pixel
  • Visitor Identification
  • Custom Audiences
  • Audience Builder
  • Intent Data
  • Direct Mail
  • Integrations
  • Pricing

Industries

  • B2B Software
  • Agencies
  • Ecommerce
  • Financial Services
  • Education
  • Home Services
  • Franchises
  • Retail
  • Media & Advertising

Resources

  • Blog
  • Case Studies
  • Resource Hub
  • FAQ
  • What Is Visitor ID?
  • What Is Intent Data?
  • What Is an AI SDR?

Comparisons

  • Clearbit Alternatives
  • Apollo Alternatives
  • ZoomInfo Alternatives
  • 6sense Alternatives
  • Warmly Alternatives
  • Apollo vs Cursive
  • ZoomInfo vs Cursive
  • 6sense vs Cursive
  • Warmly vs Cursive

Company

  • About
  • Contact
  • Pricing
  • Privacy Policy
  • Terms of Service

Get Started

  • Get Started
  • Book a Demo

© 2026 Cursive. All rights reserved.

PrivacyTerms
  1. Home
  2. /Industries
  3. /Financial Services
Industry Solutions

Financial ServicesMarketing Solutions

Verified, compliance-first B2B data for banks and financial institutions. Accelerate prospecting, cut CAC, and prove attribution — without buying another stale lead list.

Get StartedBook a Call
Compliance readySecure dataHNW targeting

Why Choose Cursivefor Financial Services

Compliant, verified data and the identity layer behind it — built for regulated marketing.

Compliance-first data

GDPR, CCPA, and financial-services rules built into every record. Hashed identifiers and honored opt-outs by default.

Investor & borrower targeting

Reach qualified investors, borrowers, and high-net-worth individuals with deterministic, verified identity.

Account-based marketing

Target decision-makers at banks, lenders, and corporations — job title, seniority, verified work email.

Intent for finance

Surface prospects actively researching loans, investments, insurance, and banking products.

Verified contact data

Every contact carries a continuously validated work email, so outreach lands instead of bouncing.

Secure handling

Bank-grade encryption for every transfer and export. Your prospect data stays protected end to end.

Built for YourWorkflow

Wealth Management

Identify high-net-worth visitors on your site and reach qualified investors before competitors do.

Commercial Lending

Target businesses researching loans and treasury services, with the decision-maker named.

Insurance

Generate compliant policy leads from in-market prospects, not stale purchased lists.

Banking & Fintech

Run card, mortgage, and refinance campaigns to verified, opt-in-respecting audiences.

Pick YourPlan

Self-serve, month-to-month, cancel anytime. Install in 60 seconds, first audience in 24 hours.

Visitor Pixel

$97/mo

Identify the firms and people visiting your site.

  • 40–60% deterministic match rate
  • Company + person-level detail
  • One-snippet install, 60 seconds
  • Identified visitors synced to your portal
Get the Pixel
Most Popular

Pixel + Audience Bundle

$247/mo

Site traffic and in-market intent in one feed.

  • Everything in Visitor Pixel
  • Everything in Custom Audience
  • Priority audience updates within 24h
  • Best value vs. buying separately
Get the Bundle

Custom Audience

$197/mo

A fresh weekly list of in-market finance buyers.

  • Weekly list of in-market prospects
  • Built to your exact ICP
  • Delivered to Google Sheets
  • First audience within 24 hours
Get an Audience

No setup fee. No long-term contract. Cancel anytime.

Resources &Insights

Strategies and best practices for financial services marketing.

B2B Audience Targeting Explained

Target businesses and decision-makers at financial institutions.

Read article

How to Identify Website Visitors: Technical Guide

Identify high-net-worth visitors and qualified prospects on your site.

Read article

Guide to Direct Mail Marketing Automation

Deliver compliant direct mail campaigns to qualified prospects.

Read article

How Marketing Data Solutions Improve Campaigns

Leverage compliant data to boost financial services campaigns.

Read article

Tips for Improving CRM Integration Workflows

Optimize your financial CRM and marketing automation workflows.

Read article

Omni-Channel Retargeting Strategies

Coordinate compliant campaigns across multiple channels.

Read article

Ready to acquire morehigh-value clients?

Target high-net-worth individuals and businesses with compliant, verified data. Plans from $97/mo, month-to-month, cancel anytime.

Get StartedBook a Call

CURSIVE FOR FINANCIAL SERVICES

Identity and intent data platform for banks, credit unions, wealth management firms, insurance companies, and fintech. Acquire high-net-worth clients and businesses with compliant, verified data. Self-serve from $97/month.

## Solutions for Financial Services

  • Compliance-First DataGDPR, CCPA, and financial services regulations built into every dataset
  • High-Net-Worth TargetingReach qualified investors, borrowers, and HNW individuals with precision
  • Account-Based MarketingTarget businesses and decision-makers at financial institutions
  • Intent DataIdentify prospects researching loans, investments, insurance, and banking products

## Benefits

  • Reduce Customer Acquisition Cost: Reach qualified prospects directly instead of paying for stale lead lists
  • Compliant Marketing: All data sourced and managed under GDPR, CCPA, and financial services regulations
  • Secure Data Handling: Bank-grade security and encryption for all data transfers and storage
  • Verified Contact Data: Continuously validated work emails so outreach lands instead of bouncing

## Common Use Cases

  • Wealth management client acquisition
  • Commercial lending prospect targeting
  • Insurance policy lead generation
  • Credit card and banking product campaigns
  • Mortgage and refinance targeting
  • B2B banking and treasury services

## Pricing

Self-serve, month-to-month, no setup fee. Cancel anytime.

  • Visitor Pixel ($97/month) - Identify the companies and people visiting your site
  • Custom Audience ($197/month) - A fresh weekly list of in-market buyers, delivered to Google Sheets
  • Pixel + Audience Bundle ($247/month) - Both, in one feed

## Get Started

  • [Get Started](https://leads.meetcursive.com/get-leads)Pick a plan and you are live in minutes
  • [Pricing](https://www.meetcursive.com/pricing)Visitor Pixel $97/mo, Custom Audience $197/mo, or both for $247/mo
  • [Book a Call](https://cal.com/cursiveteam/30min)Talk to the team about compliant marketing strategies