Cursive for Financial Services

Financial services firms including wealth management, insurance agencies, mortgage lenders, and financial advisors can use Cursive to identify prospects who are actively researching financial products and services.

How Cursive works for financial services

Financial intent signals

We identify people researching topics like retirement planning, life insurance quotes, mortgage refinancing, investment options, and business financing. These signals indicate someone is actively evaluating their options.

Net worth and asset indicators

Leads can be filtered by property ownership, estimated home value, and other publicly available financial indicators to help you target prospects that match your minimum asset requirements.

Compliance-friendly outreach

Our managed outbound campaigns are designed to comply with financial services communication requirements. Campaign copy is reviewed for regulatory language and disclaimers before sending.

Referral partner identification

For firms that grow through referral partnerships with CPAs, attorneys, and real estate agents, we can identify professionals in your market who may be strong referral partners and run outbound campaigns targeting them specifically.

Recommended plan

Financial services firms typically use Cursive Outbound for prospecting campaigns and Cursive Engine when they want AI voice agents to qualify leads and book appointments for their advisors.

Updated on: 11/02/2026