How to reach COOs and heads of operations at financial services firms
Last updated 29 October 2026
Reaching COOs and heads of operations at financial services firms on LinkedIn requires understanding their daily operational challenges, and HeyLead can run this outreach for you.
What it is
HeyLead is an AI agent for LinkedIn outreach: it finds the right people, writes to them in the voice of your own LinkedIn posts, follows up, and handles replies. It runs from Claude Code, Cursor, any MCP client or a web dashboard.
COOs and heads of operations at financial services firms own the processes a new tool changes and the people who run them. It runs from the cloud with your laptop closed. It reads your own LinkedIn posts and never posts unless you ask for a post.
Why it matters
These leaders face specific challenges in their daily work. Manual steps in client onboarding take time and resources. Teams often work around systems instead of with them.
When you reach out, they push back because a change to a process means retraining people who are already stretched.
What to write or do
Your outreach must address their specific pain points. An opening angle that fits is to ask which step in client onboarding takes the most manual work today. HeyLead watches 40+ signal types, scored, matched to your ICP and expiring. A strong signal starts outreach and the opener says why now.
Before an invitation, HeyLead warms up with a profile view, a follow, and a comment on a recent post. An invitation includes a note, an opening message, up to 2 follow-ups on Free and 5 on Pro, InMail and email fallback.
1 sentence creates a draft campaign. Nothing is sent until you press Launch. There are 6 campaign goals: sell a product or service, find a job, hire people, find partners or investors, find a vendor, research interviews. Hire people, find partners or investors and research interviews work with a custom brief.
- Ask about manual steps in client onboarding.
- Address teams working around systems.
- Acknowledge the difficulty of retraining stretched teams.
The brief to type into HeyLead
You type a 1-sentence brief in Claude, Cursor, ChatGPT or the HeyLead dashboard. HeyLead drafts the campaign. You review it and press Launch. Nothing is sent before.
The brief targets the financial services, banking, and insurance industries. It looks for cxo, vp, and director seniorities at companies with 201-500, 501-1000, and 1001-5000 employees.
It works in Claude Code, Cursor, Claude Desktop and claude.ai, any MCP client and a web dashboard. It also works in ChatGPT as a custom MCP app. Custom apps depend on your ChatGPT plan and settings. It is tested on ChatGPT Pro.
- Type the brief into your client.
- Review the drafted campaign.
- Press Launch to start.
Find COOs and heads of operations in financial services, banking, and insurance, seniority cxo, vp, director, at companies with 201-500, 501-1000, and 1001-5000 employees, and ask which step in client onboarding takes the most manual work today.Limits
HeyLead offers different plans with specific features. Free costs $0 for 1 connected account with 2 follow-ups. Pro costs $29 a month per connected account.
Opening messages, follow-ups and answers to replies wait for your approval until you switch to autopilot. Invitations, not-now check-ins and meeting nudges are not held.
Questions people ask
Does HeyLead sync with my CRM?
HubSpot is the CRM it syncs with.
How does HeyLead handle replies?
Replies are read, classified and answered from the campaign's facts. Anything ambiguous is held for you, and "not now" gets a check-in in 30 days.
Can I book meetings directly?
Google Calendar is the calendar it books into.
Is the code available?
The client's source is on GitHub under MIT. The hosted backend is not.
HeyLead sends from your own LinkedIn account at a human pace: at most 20 invitations a day and 100 a week on a free LinkedIn account (more on Premium or Sales Navigator: a newly connected paid account starts at 20 a day and doubles each week up to its limit), Monday to Friday 08:00 to 22:00 in your time zone, minutes apart. It backs off when LinkedIn pushes back and resumes on its own. You can pause any campaign at any time.
HeyLead is not affiliated with LinkedIn. It reaches LinkedIn through Unipile, which is also not affiliated. LinkedIn's own rules are in the Terms.
Set up HeyLead using https://heylead.dev/llms.txt