Performance-Based Fintech Lead Generation

We connect you with the right prospects to drives qualified meeting-ready-leads for your sales team to close.

fintech lead generation

Looking to expand your fintech services business?

Trust SaasLeads to streamline your lead generation and outbound efforts, connecting you with potential clients who can benefit from your offerings. We specialize in qualifying leads and scheduling meetings, making it easier for fintech companies to achieve their growth goals.

Contact Us to Learn More Today


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SaaS Pipeline Acceleration

Our demand generation and sales development services help to go-to-market faster through multichannel sales playbooks to deliver a continuous flow of sales qualified leads to your closers.

Gain that unfair advantage against your competitors and reduce sales development overhead by as much as 60% with our daily outbound sales processes through phone, email, social & targeted ads for a repeatable stream of good-fit sales opportunities.


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Getting meetings with public companies is an art and science!

Booking Clients Meetings With Brands Like:

Our Proven Process

With our tailored fintech lead generation strategies, we provide our finance clients with high-quality leads that are more likely to convert into loyal customers.

fintech lead generation

Keep your pipeline full of qualified leads

We’ll learn who your ideal customers are, and we’ll target them quickly and efficiently. Each week, we'll provide you with a fresh and accurate list of leads that align with your ideal customer profile.

Build Powerful
Outbound Campaigns

Our team will create custom outbound marketing campaigns for you, complete with cutting-edge email templates and personalized cold calling scripts designed to engage your prospects and get them excited about what you have to offer.

fintech demand generation
fintech lead gen

Highly Targeted Outreach

Once your campaigns are ready to go, we'll put them into action and start having meaningful sales conversations with your target audience. By using a highly targeted approach, we'll deliver qualified leads straight to your inbox, allowing you to focus on what you do best.

Appointment Setting

When it comes time to close the deal, we'll take care of scheduling appointments so you can focus on showcasing the value of your services.



Average closing rate across 25 industries


$10 dollar return per $1 invested in this channel


Appointments booked per campaign per month

Sophisticated Multi-Channel Campaigns Designed and Executed at Scale

Partnering with SaaS Leads means unlocking a world of unlimited potential for your business.With our cutting-edge expertise and strategic approach, we harness the power of multiple channels to maximize your reach and connect you with the most qualified prospects.

By generating a steady stream of high-quality leads, we empower you to focus on what you do best – nurturing relationships, closing deals, and driving revenue.

Our unwavering dedication to excellence, combined with our expertise in lead generation, positions us as your trusted ally in achieving sustainable growth and surpassing your business goals.

Fintech lead generation solutions

Fintech Targets & Roles

Qualifying leads before reaching out makes all the difference. 

We help fintech and finserv companies scale by finding qualified leads. Fintech companies we serve include:

  • Robo-advisors platforms
  • Online lending platforms
  • Peer-to-peer lending platforms
  • Personal finance management apps platforms
  • Asset management software
  • Wealth management software
  • Consumer lending software
  • Merchant services software
  • Foreign exchange trading platforms

Better targeting means more leads + more revenue.

Never waste time with a gatekeeper again! We put you in touch with decision makers and key players in your targeted industry. The roles we seek out and target depend on your specific goals, but can include: 

  • Chief Executive Officer (CEO)
  • Chief Technology Officer (CTO)
  • Chief Operating Officer (COO)
  • Chief Accounting Officer (CAO)
  • Chief Investment Officer (CIO)
  • Head of Business Development
Commonly asked fintech questions

Frequently Asked Questions

What is lead generation in the banking industry?

Lead generation in the banking industry refers to the process of identifying and cultivating potential customers who may be interested in fintech products or services offered by a bank. The goal of lead generation is to attract potential customers and provide them with relevant information and resources that can help them make informed decisions about their fintech needs.

How do you generate finance leads?

To generate finance leads, you can use some of the tactics mentioned above such as content marketing, social media marketing, email marketing, paid advertising, and referral marketing. However, in the finance industry, it is crucial to establish trust and credibility with potential customers. Therefore, you may want to consider creating educational content that provides value and demonstrates your expertise in the field.

What is the most effective finance lead generation?

The most effective finance lead generation strategy varies depending on your business model and target audience. However, some of the most commonly used and effective strategies include creating valuable content, leveraging social media, email marketing, paid advertising, and building relationships through networking and referrals.

What is a good ROI for SaaS lead generation?

The return on investment (ROI) for SaaS lead generation depends on several factors such as the cost of generating leads and the revenue generated from those leads. A good ROI for SaaS lead generation is typically considered to be around 5:1 or higher, meaning that for every dollar spent on lead generation, you should expect to generate at least five dollars in revenue.

How much do SaaS lead generation companies charge?

The cost of SaaS lead generation companies varies depending on the services they offer and the quality of their leads. Some companies charge per lead, while others charge a flat monthly fee. The cost per lead can range from a few dollars to over a hundred dollars depending on the industry and the level of competition. As with any service, it's important to do your research and choose a reputable company that offers transparent pricing and delivers high-quality leads.

Where do you get leads from?

We have access to hundreds of open data sources like Google, LinkedIn, Crunchbase, Glassdoor, D&B, Xing, etc. that we use to manually pull data piece by piece and then verify each data point with our Research Team. Our unique approach allows us to guarantee 100% of our leads to be fresh, up to date, and matching your Ideal Customer Profile.

What do you consider a qualified lead or appointment?

For us, qualified leads or appointments are the meetings that happen with prospects who mirror your Ideal Customer Profile perfectly, are the right decision-makers, and are interested in your services/products. We cannot say whether they will sign up or make a purchase from you today or tomorrow, but they are vetted to the point when you can talk shop with them.

How much time does it take to get up and running?

We developed a unique and efficient onboarding process that takes 5 business days from kick-off call to launch. It is worth mentioning that it takes literally 5 hours of our clients’ time and 2 calls to get our team up to speed with your Ideal Customer Profile and Value Proposition.

Can you guarantee the number of appointments you set?

Being an acquisition partner and providing guarantees is one of our competitive advantages. Before you sign up, we will tell you how many appointments we can schedule monthly in your industry and offer the most suitable pricing plan.

When will we see our first leads/appointment?

Very often we see appointments coming in during the 1st week of partnership. However, it might happen that the first appointments are seen during the 2nd week. The typical subscription period is 12 months.

You can see the approximate forecast of appointment setting campaign performance for this period

What happens if you don’t fulfill the commitment?

Our average conversion from a Lead to an Appointment is at 1-2%, based on 5,000 different campaigns for 50 industries and 1,000 clients. We know that 500 leads translates into 5-10 appointments booked.

How will I be able to monitor the progress of my campaign?

We will assign an Account Manager who will report to you on our progress daily (via Slack) and weekly (during a sync-up call). Additionally, we will generate comprehensive marketing reports with deep insights into your campaign using Google Data Studio.

How does your sales development differ from other agencies?

Our SDRs have an industry-specific experience, so if you work in healthcare, we’ll assign you a specialist who has relevant background. This allows them to dive into your domain and project specifics much faster.

Also, we have an in-house tool that helps us improve email deliverability and ensure your clients see the emails we send them while nurturing.

How much time would it take for me to see the first results?

Depending on the industry and company size you are targeting, you can see the first appointments in a few weeks, right after we get acquainted with your product and/or services and launch the first email sequences.

How do you report on results?

We present you weekly reports on campaigns’ performance in Google Data Studio during our sync-up calls to reflect real-time and historical data.

What happens if a prospect doesn’t show up for a meeting?

We follow them up to discover the reasons and reschedule the appointment. Not to let that happen, we always send your leads a reminder shortly before the call.

What CRM do you use?

We’re a HubSpot Premium Solution partner, and enjoy HubSpot to the fullest, as it gives our sales and marketing teams a perfect space for keeping track of all our campaigns and opportunities. To help you streamline and automate lead acquisition and management, we can integrate Sales and Marketing Hub Professional into your infrastructure and transfer all the data from your old CRM to HubSpot.

Book More Sales Meetings

Schedule 30-min to see how our done-for-you outbound lead generation services and qualified appointment setting services get your sales team an extra 3 sales meetings per week.