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B2B Financial Services Marketing & Sales Platform

Financial Services

Fuel revenue growth and boost sales & marketing impact with data-driven insights provided by 6sense Revenue AI™.

Trusted by leading financial firms

Security & Compliance is Paramount at 6sense

6sense serves highly regulated industries and follows rigorous privacy rules to ensure compliance and security. Learn more about why financial services firms trust 6sense to enable their teams to meet requirements for secure, compliant, engaging account experiences at scale.

California Consumer Privacy Act

Select Your Financial Sector

6sense for Marketing

Embrace Intelligence to Elevate
Your Marketing Approach

Uncover accounts actively searching for your solution and better plan who to target, what to say, and most importantly, when to reach out.

6sense for Sales

Account & Contact Intelligence
Software Your Team Will Love

Remove forms, spam, and cold calls from your sales process by accurately predicting where buyers are in their journey and targeting accounts that are ready to engage.

Reliable, Accurate B2B Data
Your Team Can Always Trust

B2B data is easy to come by, but is it actually valuable?

No other solution offers the kind of comprehensive, precise, and relevant B2B data that 6sense does. Achieve your revenue goals quickly with 6sense’s millions of data points and industry-leading intelligence. 

Web of Data

“6sense is an integral part in our demand generation transformation, and has fueled the next stage of growth on this journey.”

Uran Kabashi

Director of Demand Generation & ABM, Morningstar

“Taking action real-time is absolutely critical for us, so 6sense is empowering every marketer with SEI to successfully go to market with their segment.”

Seth Morrison

Chief Marketing Officer, SEI

Enhance Your Tech Stack with 6sense Data

Our data integrates with leading technologies that marketers and sellers use every day.

In fact, many vendors — such as Drift and G2 — leverage 6sense to enhance their own platforms, serving 6sense insights and recommendations to their customers directly within their native solutions.


Frequently Asked Questions

Account-Based Marketing (ABM) for Financial Services is a targeted approach that focuses on specific high-value clients or accounts. This is due to the B2B buying process involving more stakeholders than consumer services. It tailors marketing efforts to the holistic account’s unique needs, enhancing personalization and increasing the likelihood of conversion within B2B Financial Services. Check out the Account-Based Marketing Guidebook to learn more. 

B2B Marketing for Financial Services involves promoting financial products and services to a specific target audience. It includes strategies to build trust, educate clients, and drive engagement in a highly regulated industry. 

To create a financial services marketing strategy, identify your target audience or ideal customer profile (ICP), create content that resonates with your ICP(s), understand industry regulations, and use digital channels to reach your target accounts at the right time, and continually test and optimize your approaches. 

Creating a marketing plan for financial services involves defining objectives, understanding your audience, selecting appropriate marketing channels, budgeting, scheduling campaigns, and measuring success through key performance indicators (KPIs). 

See What 6sense Can Do

Looking for a custom demo? Our dedicated financial services team would be happy to assist you.

Learn how 6sense Revenue AI ™ drives revenue growth, improves customer experience, and aligns sales & marketing for the Financial Services industry. Embrace cutting-edge intelligence to gain a competitive edge and win more deals.

Book Your Custom Demo