Teevia for banking, wealth, insurance & capital markets
A business may be seeking capital. A founder may be approaching a liquidity event. A company may be expanding its risk exposure. A CFO may be preparing an acquisition or capital-markets transaction.
Teevia finds the observable signals behind banking and lending, investing and wealth management, insurance and risk, and corporate and investment banking opportunities—then identifies who to contact and why now.
Free. No credit card. No sales call required to receive it.
See it work
Most tools can filter companies and people by industry, assets, revenue, geography, and title. Teevia goes further—researching the business, ownership, leadership, transaction, expansion, and risk events that can trigger a lending need, wealth decision, coverage review, or strategic capital conversation. Our team validates every finding before it reaches you.
Your weekly opportunities—each one connects a company or person, the right buyer, and a specific financial signal your team can act on now.
Every opportunity explains itself: why now, why this company, why this person — plus the recommended play and the buyer's contact details.
Instead of 1,000 possible customers, find the 20 showing a reason to discuss capital, wealth, risk, or a strategic transaction now.
Everyone's talking about AI
A new CFO can signal a banking review. A business sale can trigger wealth decisions. New locations can reshape insurance exposure. An acquisition can open a corporate or investment banking window. Teevia learns which events matter to your offering, connects the right sources, and keeps the research working every week.
Going it alone
More contacts. No better reason to call.
Putting AI to work
One clear list. Nothing for you to configure, license, or manage.
You sell. We run everything behind it.
The human layer
Teevia isn't software you're left alone with. A strategist team learns whether you sell banking and lending, wealth management, insurance and risk, or corporate and investment banking services; maps the events that create demand; and reviews what the AI finds before it reaches you.
Inside your dashboard: your named team, your standing monthly meeting, and the funnel they're running for you.
How it works
You don't manage tools, dashboards, or lead lists. You get a list of the right people to reach out to, every week.
01
We learn your financial market, products, best customers, geography, buyer roles, relationship model, and the events that tend to create demand. If you don't know every signal yet, we'll help you map them.
02
Your Teevia team builds custom agents around the sources relevant to your market—from property, hiring, and credit signals to ownership events, exposure changes, transactions, regulatory filings, and capital activity.
03
Every week, your team gets a validated list: the company or person, the signal, why it fits your offering, who to contact, and the strongest reason to begin the conversation.
"A warmer reason to talk beats a colder message at scale."
Want the technical details — the AI agents, the data sources, and how this goes beyond Apollo and ZoomInfo? See how it works →
Four financial markets. Four signal maps.
A commercial lender, wealth advisor, insurance broker, and investment banker should not watch for the same things. Teevia creates a signal model for your specific offering, buyer, and relationship motion.
01 — Banking & lending
A company buys property, orders equipment, expands a facility, wins a major contract, or appoints a new CFO. Teevia connects the signals to likely credit, working-capital, treasury, deposit, or commercial-banking needs—and identifies the responsible decision-maker.
02 — Investing & wealth management
A founder prepares to sell, an executive approaches a liquidity event, or a family enters a succession and estate-planning window. Teevia finds the event, validates the context, and identifies the person most likely to need investment, planning, trust, or private-wealth guidance.
03 — Insurance & risk
A company opens locations, adds employees or vehicles, launches products, enters new markets, acquires another business, or faces new contractual requirements. Teevia translates those changes into likely property, casualty, benefits, cyber, executive-risk, or specialty coverage conversations.
04 — Corporate & investment banking
A business begins acquisition activity, raises capital, refinances debt, restructures, expands internationally, or prepares for a sale or public offering. Teevia assembles the evidence, identifies the CFO, CEO, owner, or board-level buyer, and gives your team a timely reason to engage.
The signal is the difference between “this company could be a customer” and “we have a financial reason to call today.”
Choose the right level of support
Start by activating the customer and referral relationships you already have, add signal intelligence built for your financial market, or have Teevia handle the outreach motion too. At every level, our team runs the system for you—strategy, agents, research, validation, and ongoing improvement.
Teevia Network
Starts at$995/mo
Best when your next financial-services customer is already one relationship away—you just can't watch every company and contact for change.
Teevia Core
Starts at$2,495/mo
Best when your team owns outreach but needs an earlier list of companies and people entering a financial decision window.
Teevia Outreach
Starts at$4,995/mo
Best when you want Teevia to turn financial signals into customer conversations, not just names on a list.
Not sure which fits? Start with the free growth strategy — it ends with our recommendation.
Start free
Give us your website. We learn whether you serve banking and lending, investing and wealth management, insurance and risk, or corporate and investment banking clients—then map the observable moments worth acting on. A Teevia strategist reviews every strategy before you see it.
Start with your website — that's genuinely all we need. You'll receive:
Free. No credit card. No sales call required to receive it.
