Quick Answer: If you’ve built a list of Bank, Credit Union, and Fintech leads in Costa Rica using Origami, you can run the entire outreach campaign from one place. Origami includes a built-in LinkedIn sequencer — so you don’t just find and enrich leads, you also write sequences, send connection requests, and track replies directly inside the platform. This guide walks you through the exact steps to turn that list into conversations, with real copy you can copy‑paste today.

You’ve already done the hardest part. In our guide to building a list of Bank, Credit Union, and Fintech leads in Costa Rica, you used Origami to generate a targeted prospect list – complete with verified names, emails, job titles, company data and LinkedIn URLs. Now it’s time to start the conversations that actually close deals.

Costa Rica is a special market. The financial sector is dominated by a handful of state‑owned giants (BCR, Banco Nacional, Banco Popular) and a dense network of credit unions (cooperativas de ahorro y crédito). Meanwhile, the fintech scene is accelerating, spurred by regulatory sandboxes from SUGEF and a government push for financial inclusion. Decision‑makers in this space share the same headaches: legacy systems, tightening regulation, digital‑native challengers, and a talent pool that’s small but highly connected.

Generic LinkedIn templates won’t cut it. You need messaging that acknowledges these realities — and a process that respects the market’s small‑world nature, where one sloppy cold message can burn your reputation across multiple institutions.

Here’s the full tactical playbook. We’ll refine your list, build a 3‑touch sequence that speaks directly to Costa Rican banking and fintech leaders, and send it all from Origami’s sequencer — no CSVs, no third‑party tools.

Step 1: Build the list in Origami (quick recap)

You probably already have your list from the parent guide. But if you’re starting fresh, here’s the 30‑second version.

Open Origami and type a plain‑English request like:

Find heads of digital transformation, IT, operations and commercial banking at banks, credit unions and fintech companies in Costa Rica. Include only decision‑makers or budget holders. Give me verified emails, phone numbers and LinkedIn profile URLs.

Origami’s AI agent searches the live web, chains multiple data sources, enriches every contact and delivers a clean list in minutes.

What you get:

Full name and current job title
Company name, size, industry and location
Verified email address
Direct phone number
LinkedIn profile URL
Tools and technologies the company uses (where detected)

You can do this on the free plan — 1,000 credits, no credit card required. If you need a bigger list or advanced filtering, paid plans start at $29/month.

Now, let’s make that list LinkedIn‑ready.

Step 2: Refine and qualify your list for LinkedIn outreach

A great list is not a large list — it’s a relevant list. In a small market like Costa Rica, quality trumps volume every time. Before you sequence, spend 15 minutes scrubbing and segmenting.

What to look for in a “qualified” Costa Rican financial lead

Costa Rica’s financial sector can be split into three buckets — each with different buying triggers.

1. State‑owned & traditional private banks (BCR, BN, BAC, Davivienda, Improsa, Lafise, Scotiabank CR)

Titles that matter: Chief Digital Officer / VP de Transformación Digital, Gerente de Banca Digital, Director de Tecnología, Head of Retail Banking, Director de Operaciones.
What makes them qualified: They’re under constant pressure to modernise legacy core banking systems, automate manual processes, and meet SUGEF’s evolving compliance requirements — all while controlling costs because margins are thin.
Red flags: Remove people with purely administrative roles (Jefe de Sucursal, Gerente Administrativo sin influencia tecnológica) unless you sell branch‑level solutions.

2. Credit unions / Cooperativas de ahorro y crédito (Coopenae, Coocique, Coopealianza, Coopeservidores)

Titles that matter: Gerente General, Director de Operaciones, Gerente de Tecnología, Gerente de Negocios.
What makes them qualified: They serve a mostly retail base and are losing members to neobanks and apps like Wink, Kuiki, and Kash. They need fast, low‑cost digital turnaround — often with fewer resources than a bank.
Red flags: Board members without executive authority. Decision power sits with the General Manager or a small management committee.

3. Fintechs & neobanks (Wink, Kuiki, Kash, Impesa, Pagadito, startup ecosystem)

Titles that matter: CEO / Co‑founder, CTO, VP of Product, Head of Growth.
What makes them qualified: They’re scaling quickly, eyeing regional expansion (Panamá, Guatemala, Colombia), and wrestling with regulatory compliance as they move from sandbox to full license. They buy tools that accelerate time‑to‑market while keeping them audit‑ready.
Red flags: Pre‑seed startups with no product yet. They’re often too early to buy.

How to refine the list inside Origami

Origami lets you filter and segment directly on the list view before sending it to the sequencer.

Filter by job title keywords: Keep only titles containing “digital”, “tecnología”, “innovación”, “operaciones”, “general”, “CEO”, “fundador”, “CTO”. Drop pure “analista”, “asistente”, “cajero” roles.
Filter by company size: For banks, keep >200 employees. For fintechs, 5–150. For credit unions, 20–500. This avoids wasting messages on one‑person consultancies or mega‑corp executives who never see LinkedIn invites.
Segment into separate sequences: Create three sub‑lists: Bancos Tradicionales, Cooperativas, Fintechs. You’ll use slightly different messaging per segment (more on that below).

Once you have a clean, segmented list, it’s time to build the sequence.

Step 3: Create the LinkedIn sequence (plus copy‑paste templates)

Origami gives you two ways to create your LinkedIn outreach sequence. Both live inside the same dashboard where your list sits.

Option 1: Paste your own templates Write a 3‑touch sequence yourself. Paste each message into a step in the sequencer, set the delay between touches (Day 1, Day 3, Day 7 — you choose), and launch. Total control.

Option 2: Let the AI agent write it Prompt the agent with something like:

Write a 3‑day LinkedIn sequence for digital leaders at Costa Rican banks, addressing regulatory pressure and digital transformation pain points. Keep messages under 100 words, warm and direct. Suggest delay of 3 days between messages.

The agent will generate personalized sequences for every lead, pulling in their name, title, and company. This works especially well when you’re sequencing dozens of contacts and need individual variation.

Below, I’ve written a battle‑tested 3‑touch sequence you can copy‑paste directly into Origami’s sequencer — or use as a base for the AI agent to riff on.

The 3‑touch sequence for Costa Rican financial leads

This sequence assumes you’re selling a solution that helps banks, credit unions or fintechs reduce costs, automate compliance, or accelerate digital projects. Tweak the angle slightly depending on your segment.

Touch 1 — Connection request + note (Day 1)

Character count: under 300, so it fits the LinkedIn note field.

Hola [FirstName], vi que liderás la transformación digital en [Company]. Me encantaría conectar — ayudo a bancos y fintechs en CR a automatizar procesos y mantenerse alineados con SUGEF sin disparar costos. Si te parece, quedamos en contacto. ¡Gracias!

(If you prefer English, go with:)

Hi [FirstName], saw you’re driving digital initiatives at [Company]. Would love to connect — I help Central American banks and fintechs automate key processes while staying SUGEF‑compliant, without heavy investment. Open to staying in touch.

Why this works: Mentions their role, shows you understand the Costa Rican regulatory context (SUGEF is the universal pain point), and the ask is low‑pressure — just a connection.

Touch 2 — Follow‑up message (Day 3)

Send as a direct message after the connection is accepted.

[FirstName], gracias por conectar. Quería compartir una observación rápida: varias fintechs aquí en CR están usando automatización para reducir en un 30‑40% el tiempo que dedican a reportes regulatorios. Si en [Company] están evaluando algo similar, feliz de contarte cómo lo hacen en 15 minutos. ¿Te sirve?

(English version:)

[FirstName], thanks for connecting. Quick observation: a few fintechs here in CR are using automation to cut regulatory reporting time by roughly 30‑40%. If [Company] is exploring something similar, I’d be happy to walk you through how they’re doing it in 15 minutes. Worth a look?

Why this works: It’s specific (time savings), cites local peers without naming them (social proof), and pivots from “connect” to a soft value‑add. No pitch yet.

Touch 3 — Final message (Day 7)

Send if they haven’t replied. This is the soft‑close.

[FirstName], te escribo por última vez para no saturarte. Si la eficiencia operativa y el cumplimiento regulatorio no son prioridad ahora, lo entiendo perfectamente. Si lo son, estoy a un mensaje de distancia para coordinar una llamada breve y mostrarte cómo lo resolvimos en una entidad similar. Quedo atento.

(English:)

[FirstName], last message from me so I don’t clutter your inbox. If operational efficiency and regulatory compliance aren’t a priority right now, totally understood. If they are, I’d be glad to schedule a short call and show you how we solved it for a similar institution in the region. Let me know.

Why this works: It respects their time, removes pressure, and leaves the door open with a concrete example.

Adjusting for each segment

For banks: Emphasise legacy modernisation and SUGEF reporting. “Reducir costos operativos sin tocar el core” is a strong hook.
For credit unions: Talk about competing with neobanks while keeping costs low. Phrases like “digitalizar la experiencia del socio sin inversión millonaria” work.
For fintechs: Highlight speed, scalability and regulatory readiness for expansion. “Preparar la operación para una licencia completa sin frenar el crecimiento.”

You can save three versions of this sequence in Origami and assign each to the corresponding segment. Takes five minutes.

Step 4: Send the sequence directly from Origami

This is where most tools break. You’ve got your list in one tab, your sequences in a Google Doc, and you’re about to export a CSV, import it into some outreach tool, hope the LinkedIn URLs sync, and then manually track replies. Don’t do that.

Origami closes the loop. The LinkedIn sequencer is built into the same workspace where your list lives. You never export a single file.

How it works

Select your segment (e.g., Bancos Tradicionales).
Choose your sequence — either the template you pasted or the one the AI agent generated.
Set delays: Touch 1 (connection request) on Day 0, Touch 2 on Day 3, Touch 3 on Day 7. You can adjust these — for a warmer market like Costa Rica, a 3‑day gap works because inboxes aren’t as flooded as in the US.
Hit “Launch”. Origami starts sending connection requests from your LinkedIn account, one by one, with randomized delays to mimic human behavior.

That’s it. No Zapier, no Dux‑Soup, no extensions.

Tracking and context, all in one place

While your sequence runs, the dashboard shows:

Connection request sent / accepted / pending
Message opens and clicks (if you include links)
Replies — and the full reply text

The magic is that every contact still holds its enriched profile from Step 1. So when you see a reply from María, Head of Digital at BCR, you don’t just see “Thanks, send me info.” You see her company, role, tools the bank might be using, phone number — all the context that tells you why you reached out and what to say next.

Automatic un‑enrollment: If María replies “Sí, agenda una llamada”, she’s removed from the sequence immediately. No risk of sending her a Day 7 “last message” after she’s already booked a meeting.

What the sequencer costs

The sequencer itself is free on all paid plans. You only pay for the credits used to enrich the leads you’re sequencing (and you already spent those credits when you built the list). Sending LinkedIn messages doesn’t consume additional credits. That means you can launch multiple sequences, test different messaging, and iterate without worrying about a metered usage bill.

What results to expect (and when to tune)

Costa Rica is not a high‑volume market. You might sequence 50 contacts and consider that a proper campaign. The upside: reply rates tend to be higher than generic B2B outreach because the pool is tight and messages can be hyper‑relevant.

Based on campaigns run through Origami for similar Central American financial audiences:

Connection acceptance: 25–40%, if you’re targeting the right titles and sending personalized notes.
Reply rate (to messages): 12–20%. Good messages that name a specific pain (SUGEF, legacy costs, fintech competition) push toward the upper end.
Meeting conversion: Of those who reply, roughly 1 in 3 books a call if you’re not overly aggressive.

When to iterate on the list vs. the messaging

Iterate on the list if:

Connection acceptance rate is below 15%. You’re likely reaching out to roles that don’t use LinkedIn actively (e.g., older branch managers) or your targeting is off.
You’re getting rejections like “Sorry, I’m not in that area.” Re‑visit the job title filters.

Iterate on messaging if:

Acceptance is high but replies are low. Your second and third touches aren’t resonating. Try a different angle — instead of cost savings, lead with competitive pressure (for credit unions) or regulatory readiness (for fintechs).
You get replies but they fizzle before a meeting. Shorten the gap between Touch 2 and 3, or make Touch 2 a direct question: “¿Es esto algo que están evaluando este trimestre?”

Rotate Your Device

LinkedIn Outreach Campaign for Bank, Credit Union & Fintech Leads in Costa Rica (2026)