FS transformation consultancy
Meetings with 14 tier-1 financial services firms
Within weeks, sat in front of C-level executives at Rothschild, UBS, Deloitte, Bain Capital, Schroders and a dozen more.
How a 15-year-old FS consultancy went from founder-led referrals to consistent meetings with tier-1 firms.
Holley Holland, a boutique consultancy in financial services transformation, had run on founder relationships for 15 years and was deeply skeptical of outbound — prior attempts had felt impersonal and mechanical. We built an outbound engine that read like peer-to-peer communication. Within weeks they were meeting C-suite at firms they never thought would reply.
Before
Referral-heavy, and skeptical of direct outreach.
Holley Holland, a boutique consultancy in financial services transformation, had been around for over fifteen years — known for deep delivery expertise, particularly in data-led change programs. But deal flow relied heavily on founder relationships, and prior outbound attempts had delivered low personalisation and limited traction.
“We always believed consulting had to be relationship-based. That's what made it feel valuable — and we were skeptical that outbound could work for us.”
— Mark Holland, Co-founderChallenges
What was in the way.
- —Over-reliance on founder-led networks
- —Failed prior attempts at outbound and top-of-funnel generation — impersonal, mechanical
- —Long, ambiguous sales cycles
- —Internal resistance to trying outbound again
What we did differently
Outbound, rebuilt as peer-to-peer.
- Deep target market understanding. Focused outreach on the most promising transformation pockets within financial services.
- Messaging architecture. Value-first insights, not generic pain points, crafted to give back to the reader immediately.
- Full done-for-you execution. From targeting to outreach, sequencing, qualification and CRM setup — zero time drain on the Holley Holland team.
- Tone and personalisation precision. Made outreach indistinguishable from peer-to-peer communication.
“It felt like you actually understood what makes our work different. The tone, structure and subtlety in messaging is what got people to respond. This was not mass mailing spam.”
After
Meetings with tier-1 FS firms.
Within weeks of partnering with Accrevity, Holley Holland were meeting with C-level executives at:
“We were blown away by who responded. Firms we never thought would reply to cold outreach — but they did, because of how the messages were built.”
Mindset shift
From skepticism to a systemised, scalable pipeline.
Even internal skeptics changed their view.
“We'd tried for fifteen years to make outbound work. You made it work, because it wasn't about tools — it was about precision, understanding, and strategic messaging that felt human and aligned with our target clients.”
Final recommendation
“This isn't a mass marketing gimmick. It's thoughtful, real, and based on a genuine understanding of what makes firms like ours win and get deals worth hundreds of thousands.”
Want a result like this for your business?
Book a 30-minute evaluation call. If we don't believe we can credibly add a minimum of $1M to your business, we'll tell you on the call.