Streamline your financial services outreach with Outplay’s comprehensive sales engagement platform. Automate multi-channel communications, personalize client interactions, and gain insights to drive growth in the financial sector.
In the world of finance, trust and timing are everything. Outplay helps you segment your contacts, personalize communication, and deliver timely messages that resonate—across email, SMS, calls, and LinkedIn.
From lead nurturing to post-call tasks, Outplay automates the repetitive steps so financial reps can focus on what matters most - advising clients and closing opportunities.
Outplay offers analytics that help teams monitor performance and build accountability. From individual advisor metrics to funnel health, you’ll always know what’s working—and what needs attention.
"You promised to help us, work with us, and not stop supporting us until we say we’re successful. This was a massive change from what we were used to with our previous sales engagement platform. This was huge."
VP of Sales & Marketing, Employer Advantage
The ability to set up custom triggers. i.e. contacts are automatically added to specific sequences once created in your CRM. We use Pipedrive as our CRM and the native integration means we can set as many triggers up as we like so the automation is phenomenal.”
Business Development Manager, Mytoor
We were looking for an outbound sales platform that integrated with Pipedrive. Outplay has exceeded our expectations. Our AEs and SDRs rave about the user experience. And the software has the features we need as we scale our sales team. Also, the customer support has been excellent.
Chief Revenue Officer, Uscreen
