Can I use Apollo to build a fintech event invite list?

Yes. Apollo's advanced filters let you target by industry (financial services, fintech, payments), job title, company size, geography, and funding stage.

What titles should I target for a fintech CFO or CRO event?

CFO, VP Finance, Head of FP&A, Chief Revenue Officer, Head of Payments, Chief Risk Officer, and Head of Compliance for financial-focused events.

How many contacts should I pull for a fintech webinar in Apollo?

For 100-150 live attendees, pull 800-1,200 verified contacts. For 150-200 attendees, target 1,200-1,800. For a small roundtable of 20-30, 300-500 contacts is enough.

How do I verify fintech contacts in Apollo before sending event invites?

Set Apollo's email confidence filter to Verified or Likely Valid, and layer Clay's enrichment waterfall to cross-check contacts against additional sources before the invite campaign goes out.

What invite copy works best for fintech CFOs and CROs?

Lead with a specific regulatory or market challenge: DORA compliance, cross-border payment reconciliation, or embedded finance margin pressure. Avoid product pitches in the invite. Frame the event as a peer conversation.

How to Create Fintech Event Invite Lists with Apollo in 2026

Why Apollo Is the Right Tool for Fintech Event Invite Lists

Apollo.io's 275-million-contact B2B database is the most practical starting point for fintech event invite campaigns because it covers the financial services, fintech, and payments industry with strong title and company-type filtering. You can pull a verified list of CFOs at Series B fintech companies in the US and EU in under 10 minutes.

For event invite campaigns specifically, Apollo's built-in email sequencer means you can go from list to invite campaign without exporting to a separate sending tool.

Step 1: Set Up Your Fintech ICP Filters in Apollo

Log into Apollo's search interface and apply these filters:

Title filters (use OR logic for broad coverage, AND logic to tighten):

Chief Financial Officer (CFO)
VP Finance
Head of Financial Planning and Analysis (FP&A)
Head of Payments
VP of Payments
Chief Risk Officer
Head of Compliance
Chief Revenue Officer (CRO)
CTO (for fintech infrastructure invites)

Company industry filters:

Financial Services
Fintech
Payments
Banking Technology
Embedded Finance
Insurance Technology (for adjacent programs)

Company size:

50-500 employees for startup-focused events
200-2,000 for mid-market programs
1,000+ for enterprise fintech events

Geography:

US (all regions or specific metro areas for in-person events)
UK + EU for DORA-relevant topics
APAC for regional payments programs

Funding stage (optional but high-value filter):

Series B, C, D for buyers with budget
Post-IPO for public company programs

Step 2: Filter for Email Validity

Before pulling your list, set Apollo's email confidence filter to "Verified" or "Likely Valid." For event invite campaigns where deliverability affects your domain reputation, do not send to unverified addresses.

Target list size:

800-1,200 contacts for a virtual event targeting 100-150 live attendees
1,200-1,800 contacts for 150-200 live attendees
300-500 contacts for a high-exclusivity CISO-style roundtable with 20-30 attendees

Step 3: Layer Clay Enrichment on Your Apollo List

For fintech event invites, the personalization layer is what converts a registration into a live attendee. Export your Apollo list into Clay and add:

Regulatory relevance trigger: Has this company published anything about DORA compliance, real-time payments migration, or embedded finance licensing? Reference it in the invite.

Recent funding or M&A news: A just-raised Series C is a strong signal that the CFO or CRO is evaluating new vendors to support their growth stage.

Recent exec hire: A new CFO or Head of Payments in the last 90 days is evaluating all existing vendor relationships. High-value invite target.

Step 4: Write Fintech-Specific Invite Copy

Fintech CFO and CRO personas do not respond to generic webinar invites. Your invite needs to reference a specific challenge they are facing:

"How CFOs at Series B-D fintech companies are structuring treasury and FX risk management in 2026"
"What DORA compliance actually costs a 500-person fintech in year one"
"How payments infrastructure leaders are handling real-time settlement latency at scale"

Lead with the question, not the vendor. The invite is to a conversation, not a sales presentation.

Step 5: Launch in Apollo Sequences

Push the enriched, personalized list back into Apollo's sequencer with a 3-touch invite sequence:

Touch 1 (Day 1): Personal invite from a named team member referencing the event topic
Touch 2 (Day 4): Brief reminder with a specific agenda point that will be discussed
Touch 3 (Day 8): Final invite with a clear "register here" call to action

Expect 8-15% registration rate from a well-targeted fintech list. LinkedOtter programs generating 754 signups in 26 days use this same invite architecture with Clay enrichment layered on top of the Apollo base list.