What Companies Are in the Finance Field?
There’s a lot of truth in the saying that money makes the world go round.
The finance sector is estimated to make up around 20-25% of the global economy. This year, it’s predicted the field will reach $22.54 trillion dollars. Excuse us for a minute while we get our heads around that.
As a sales professional in the finance field, we know you’re well aware of the size – and therefore potential – of the industry. But we also know you’re well aware of how difficult selling to financial services executives can be.
Sure, the deals might be high and the contracts may be longer term, but you’re also working in a highly complex industry and probably have plenty of competitors. To reach the right people in the finance sector you need laser-focussed strategies and extensive industry knowledge.
And that’s exactly where this blog post comes in. Don’t say we don’t spoil you. We’ll be running through the best ways to find the top companies in the finance field – and how you can then connect with the right people, too.
Once you’ve finished reading, you should have everything you need to start prospecting – without the complicated workflows or inefficient processes that often come with the task. You can thank us later.
Without further ado:
How to Find the Top Companies in the Finance Field
We’re sure that your business has a unique methodology for finding companies that might want to buy from you – but is it the best?
Let’s find out. First, we’re going to take a look at two of the fastest, most effective ways to find businesses in the finance field to sell to. We’re also going to introduce a bit of friendly competition, because – spoiler alert – one of them is better than the other.
Using LinkedIn Sales Navigator
We’re sure you’ve heard of LinkedIn Sales Navigator, but if you haven’t – it’s a tool built just for sales professionals tasked with prospecting. People like you use it to filter down LinkedIn’s vast account database of professionals into a list that matches, or closely matches, their business’s ICP.
It’s not free, but in terms of time saved and companies found a tool like this is worth the price.
Here’s a little bit more on how LinkedIn Sales Navigator works:
In a nutshell, LinkedIn Sales Navigator has an Advanced Search feature that lets you easily and quickly build a list full of ideal customers. You can filter by industry – so in this instance, you’d want Finance or Financial Services – and by other categories like size of business, location and number of employees, to name a few.
LinkedIn Sales Navigator has detailed company profiles, so you can be absolutely certain you’re targeting the right business. You can also use it to find executives at the businesses you’re targeting – so you know who you’re reaching out to.
Surfe: A Superior Option for Finding and Enriching Company Data
LinkedIn Sales Navigator is really good. We’re not going to dispute that.
But we are going to say that there’s a better option out there. One that’s even more powerful than LinkedIn Sales Navigator, if you can believe it. This better option is called Surfe (hey!) and it’s going to make your job of finding finance field executives a breeze. Let’s run through our favorite features:
Company search: Surfe has a verrrrry comprehensive database full of almost everyone you could want to sell to – ever. Obviously, you’ll need to narrow it down to companies or businesses that match your ICP profile. You can do this by filtering by industry, revenue, employee size, HQ location, region and more – or there are filters referring to individual-specific attributes too. Once you’ve found a cool company, you can switch over to the ‘People’ tab to take a look at everyone who works there, and, you guessed it, filter these down to the right profiles.
It’s also got a handy feature called ‘Company Lookalikes’ which lets you find companies similar to another one. Say you’ve got a dream client – simply pop its name in and it will find you companies with the same features.
So, if you’re searching for businesses in the finance field, you’ll want to filter by industry (duh) and then narrow things down further using filters relevant to your ICP. Once you’ve got a bank of companies that you’d like to reach out to, simply add them to a list.
Now, here’s where things get really interesting.
Data Enrichment: so, you’ve got your list brimming with exciting-looking potential profiles in the finance field. Finding their contact details used to be a bit of a headache – using multiple free email lookup tools, that type of thing – but no longer. Simply click ‘Add to CRM’, and Surfe will provide their email address and phone number.
If you’re wondering how on earth it manages such wizardry, keep reading. Surfe uses waterfall enrichment technology, which basically means it aggregates data from databases like, RocketReach, Dropcontact, Hunter and People Data Labs. These are the cream of the crop of contact databases, so you can be sure the information that’s pulled up is accurate.
Once it’s found and cross-referenced the right contact details, it’ll run emails through ZeroBounce to triple-check they’ll deliver, and then present them to you wrapped up in a shiny bow.
CRM Integration: ok, not quite a shiny bow, but Surfe will do something even better – feed them right on through to your CRM of choice. Surfe integrates with major CRMs like Hubspot, Salesforce, Pipedrive, even Google Sheets if that floats your boat, and automatically sends over the contact data it finds.
Say goodbye to manually searching for contact details that may or may not deliver – or the embarrassment of finding out your colleague made a spelling mistake when inputting somebody’s name.
Why Surfe is Better for Targeting Finance Companies
Let’s tie it all together. LinkedIn Sales Navigator is a great tool – but compared to Surfe, it only gets you so far.
Building a list of ICP-alikes is the first part of the prospecting process, but you’ve still got considerable legwork to do afterward. That is, unless you have Surfe – which takes all the admin and manual work out of finding contact details and populating your CRM. By automating these easier tasks, you’ll be left with heaps of extra time for the part of your jobs that can’t be automated – sales calls, helping prospects with questions, and so on and so forth.
When you’re handling the finance field’s typically complex sales cycles, you need to make sure you’re directing your energy to all the right places – which is exactly what Surfe’s going to help you do.
Top 10 Companies in the Finance Field
Almost finished reading this blog post? Check.
Brand new superfan of Surfe? Check.
You’re almost done – but before we wrap up, let’s find out about what companies in the finance field actually look like. Below, we’ve got a list of the biggest and best businesses out there. If these don’t quite match your ICP, well, you know what to do: sign up to Surfe and build your own list for the finance field.
Accenture
Accenture is a strategy & consulting business that provides services in different industries including Finance and Risk Management. It helps finance industry leaders manage transformations while maintaining business performance.
HQ Location: Ireland
Annual Revenue: $>1000M
Wells Fargo
Financial services business Wells Fargo has a global presence, supporting 70 million people in over 35 countries. It supports individuals with personal finance, investing and small business ownership, as well as businesses with commercial and corporate banking.
HQ Location: US
Annual Revenue: $>1000M
Bank of America
Next up on our list of top companies in the finance field is Bank of America, based in, you guessed it, the US. Bank of America provides financial services to individuals, small- and middle-market businesses, as well as bigger institutions and governments.
HQ Location: US
Annual Revenue: $>1000M
HDFC Bank
HDFC Bank provides financial services to retail and wholesale customers, alongside personal banking services for individuals. It’s India’s largest bank, and the third-largest company on the Indian stock exchanges.
HQ Location: India
Annual Revenue: $>1000M
Life Insurance Corporation
Life Insurance Corporation is India’s largest insurance business and serves individuals. As well as insurance, it also provides pension plans and health insurance plans.
HQ Location: India
Annual Revenue: $ >1000M
BBVA
BBVA provides banking services for both individuals and businesses. Headquartered in Madrid, it provides services like asset management, private banking and wholesale banking.
HQ Location: Spain
Annual Revenue: $ >1000M
Deloitte
Deloitte is one of the big four accounting firms and offers services to businesses including audits, consulting and tax. It’s based in over 150 countries around the world and serves over 90% of the Fortune Global 500 companies.
HQ Location: US
Annual Revenue: $ >1000M
State Bank Of India
State Bank of India is a nationalized bank based in Mumbai, India. A Fortune 500 business, it has over 430 million customers worldwide.
HQ Location: India
Annual Revenue: $ >1000M
Industrial and Commercial Bank of China
The Industrial and Commercial Bank of China is a state-owned banking and financial services business. It’s one of the big four banks in China and is considered the largest bank in the world (based on assets).
HQ Location: China
Annual Revenue: $>1000M
Bank Rakyat Indonesia
One of the largest banks in Indonesia, Bank BRI specializes in borrowing and lending to retail clients. It’s got 30 million of them – pretty chunky.
HQ Location: Indonesia
Annual Revenue: $>1000M
Let’s Wrap It Up!
And that’s a wrap! By now, you should be well aware of the best way to find companies in the finance field and excited to put your streamlined workflows into practice.
Next stop, world domination. See you there.
Ok, we lied.
That’s not quite a wrap – you’ve got one more thing to do first. Sign up to Surfe – it’s free to try.
FAQ’s About Companies in the Finance Field
What Are the Top 5 Companies in the Finance Field?
The top 5 companies in the finance field are Accenture, Wells Fargo, Bank of America, and HDFC Bank. These businesses provide financial services to both individuals and businesses alike, and all have revenues of over a billion USD.
What Are Finance Companies?
A finance company works in the business of financing; in other words, lending money to individuals and businesses, and usually charging interest on the loan.
What Are the 7 Major Types of Financial Institutions?
Businesses in the finance field tend to fall under 1 of 7 categories: central banking, retail and commercial banking, credit unions, savings and loan associations, investment banks, brokerage firms, insurance companies and mortgage companies.