Bank lead generation that finds decision-makers.
BeReach reads the public signals banks and credit unions leave, like new charters, branch openings, executive appointments and regulatory filings. It qualifies each institution against your ICP, then helps you reach the right CEO or head of retail with a warm, contextual message.
1,000+ teams4.9| # | Name | Conn | Signal |
|---|---|---|---|
| 1 |  Patricia Kowalski CEO · Riverbend Community Bank | 2nd | Opened a new branch |
| 2 |  Marcus Underwood CFO · Summit Credit Union | 2nd | Named a new leader |
| 3 |  Elaine Cho Chief Lending Officer · Harbor Trust | 3rd | Posted a call report update |
| 4 | Gregory Stahl VP Operations · Cornerstone Bank | 2nd | Announced a system upgrade |
| 5 | Dana Whitmore Branch Manager · Lakeshore Credit Union | 3rd | Commented on the post |
Public signal sources
charters, filings, branches, moves
Typical acceptance rate
warm, contextual first touch
Typical reply rate
vs generic cold outreach
To a qualified list
any asset size, any region
Your agent reads the public record banks and credit unions leave behind: call reports and charter filings, branch opening announcements, merger news, and executive appointments. It pulls the CEO or head of retail attached to each one.
Every institution is scored against your ideal profile on asset size, charter type, footprint and whether it just opened a branch or named a new department head, so out-of-scope charters never reach your list.
For each institution that fits, the agent finds the CEO or head of retail and drafts a note that references the branch opening or the new appointment, not a generic template. You approve every message before it sends.
Know which institutions are opening branches. Expansion means they are investing in systems and services, so you can reach the decision-maker while the growth plan is fresh.
A new CEO, CIO or head of retail resets priorities and vendor relationships. Use it to time outreach when a leader is looking to make an early mark.
Public call reports and charters reveal asset size, growth and focus. Lead with a reason grounded in the data instead of a cold pitch to a branch line.
A merging or acquiring institution is consolidating systems and evaluating vendors. Track M&A to find institutions in active decision mode, the ones most likely to buy.
Prefer to work in Claude?
BeReach runs as a connector inside Claude and Claude Cowork. Ask in plain language and it prospects, qualifies, and drafts your outreach, with every send waiting for your approval. See the Claude connector.
BeReach reads the public web in real time, across regulatory filings, branch news, executive appointments, merger announcements and public profiles, then cross-references them to surface qualified institutions along with the actual CEO or department head and how to reach them. It is live signal, not a quarterly database dump.
Legacy databases index large-enterprise firmographics and refresh slowly, so community banks and mid-size credit unions and the leaders who buy for them are under-covered. BeReach searches the real-time public sources where institutions announce themselves, like charters, branch openings and executive moves, so it finds institutions those databases miss.
Yes. Every lead is built from public signals across the open web, like regulatory filings, institution news and public profiles, cross-referenced and verified. There is no scraping behind a login and no private database, which is exactly why coverage of fast-moving institutions is so much better.
Asset size and region, branch openings, executive appointments, mergers, and regulatory filings. You describe your ICP in plain language and the agent scores each institution against it, so only strong-fit institutions reach you.
Yes, and that is the difference from a list tool. After the Finder surfaces institutions and the Qualifier scores them, the Reacher helps you open a warm, multichannel conversation with the right person, referencing a real signal like a new branch or executive appointment instead of a generic template.
Yes. Just describe what you want, like a community bank in the Midwest with 1B or more in assets that opened a new branch, and the agent handles the combination of asset size, location, type and growth signals. No filters or boolean syntax to learn.
Emails and phone numbers are verified in real time and waterfall-enriched across multiple providers. For financial institutions specifically, BeReach cross-references regulatory filings and executive profiles so you reach the actual decision-maker, not a shared branch inbox.
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Describe your ideal institution and let your agent find, qualify, and reach the executive behind it.
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