Performance-Based Fintech Lead Generation

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.