Lead generation is crucial for the success of any financial services business.
In a fiercely competitive industry, financial advisors, wealth management firms, and other players must constantly seek fresh methods to draw in qualified leads and grow their customer roster.
However, identifying, targeting, and converting potential customers can be time-consuming and resource-intensive.
This is where specialized financial lead generation companies can help.
In this blog post, we’ll introduce you to the top 5 companies that are revolutionizing lead generation in financial services and explore how they can help you take your business to the next level.
What is Lead Generation in Financial Services?
Lead generation in financial services refers to the process of identifying and attracting potential clients who are interested in a financial institution’s products or services.
It involves a range of strategies and tactics designed to capture the attention of prospective customers and encourage them to engage with your brand.
Key aspects of lead generation in financial services include:
Benefits of Hiring a Lead Generation Agency
Outsourcing the task of lead generation to a specialized agency can offer financial services companies a host of advantages.
Working with professionals in this area allows you to access various benefits that can assist you in achieving your growth goals more efficiently and successfully.
Some of the key benefits of hiring a lead generation agency include:
Top 5 Companies for Lead Generation in Financial Services
1. Abstrakt Marketing Group
Abstrakt Marketing Group is a B2B lead generation agency that specializes in helping companies increase the number of sales meetings they have through managed sales development teams.
Headquartered in St Louis, MO, Abstrakt Marketing Group focuses on clients with annual revenues exceeding $1 million who are seeking predictable pipeline growth.
Offers managed teams as a solution type, with service listings starting at $2,000 – $4,999 per month.
- Provides lead generation services for financial services in English.
- Utilizes channels such as phone, email, and LinkedIn to reach potential customers.
- Includes campaign assets like company records, contact records, sales scripts, and sales software in their service offer.
With a proven track record of delivering results, such as helping a client achieve 60+ discovery meetings in 12 months and generating over $750,000 in annualized premium, Abstrakt Marketing Group is a top choice for businesses seeking a reliable partner to increase sales meetings and build a sustainable pipeline.
You can find Abstrakt Marketing Group in the CloudTask Marketplace. Visit their company listing to learn more about how they can help you with effective lead generation strategies.
2. LevelUp Leads
LevelUp Leads is a B2B lead generation agency that offers fractional sales development teams to help companies with 20 to 1,000 employees test and optimize their outbound strategies.
Founded in 2021 and headquartered in the United States, LevelUp Leads specializes in working with businesses that offer software or services with a minimum deal size of around $10,000.
Offers managed teams as a solution type, with service listings starting at $5,000 – $7,999 per month.
- Provides lead generation services for financial services in English and Spanish
- Utilizes channels such as phone, email, and LinkedIn to reach potential customers.
- Their service offer includes campaign assets like company records, contact records, sales scripts, and sales software.
LevelUp Leads’ comprehensive approach sets them apart.
Partnering with them grants you access to a dedicated team, including a customer success manager, account manager, data researcher, copywriter, and email deliverability specialists.
They handle all aspects of the process, allowing companies to focus on their core business while driving results. On average, LevelUp Leads delivers 75 interested leads in 3.75 months or 5 interested leads per week.
Visit LevelUp Leads’ company listing in the CloudTask Marketplace to discover how its fractional sales development teams can help your business optimize its outbound strategies.
3. Move Partners
Move Partners is a B2B lead generation agency that helps early-stage startups, primarily from Europe, expand into new markets in the Americas.
Founded in 2019 by a Polish and a Mexican entrepreneur, Move Partners has worked with over 40 startups from various countries.
- Offers managed teams as a solution type, with service listings starting at $5,000 – $7,999 per month.
- Supports geographies including Poland, Australia, Canada, Denmark, Estonia, Israel, Sweden, Mexico, Brazil, and the United Arab Emirates.
- Provides lead generation services for financial services in English and Spanish.
- Utilizes channels such as phone, email, and LinkedIn to reach potential customers.
Move Partners’ ideal clients are pre-series A startups that have gained traction in their home markets and are ready to explore new opportunities abroad.
In a successful collaboration, Move Partners worked with a European health and wellness app, resulting in 8 meetings in the first month, 15 in the second month, and 18 in the third month.
Their focus was on B2B sales to companies with 50-1,000 employees in the tech, finance, and consumer packaged goods industries, with average deal values ranging from $15,000 to $20,000.
Move Partners’ recent achievements include:
- Creating a pipeline of over 150 new leads.
- Identifying and nurturing over 20 Sales Qualified Leads (SQLs) within the first couple of months.
- Validating new sales processes to optimize the client’s sales operations.
- Testing three different Ideal Customer Profiles (ICPs) to refine targeting strategies.
If you’re a startup looking to conquer new markets and boost your sales, visit Move Partners’ listing in the CloudTask Marketplace.
4. Operatix
Operatix is a global B2B lead generation agency that specializes in helping technology companies with long and complex sales cycles generate pipeline and drive revenue growth. Founded in 2011 and headquartered in the United Kingdom, Operatix has offices in the US and Singapore and serves clients worldwide.
- Offers managed teams as a solution type, with service listings starting at $8,000 – $10,999 per month.
- Provides lead generation services for financial services in English, Spanish, French, German, and Portuguese.
- Utilizes channels such as phone, email, and LinkedIn to reach potential customers.
Operatix’s unique selling proposition lies in its exclusive focus on the B2B tech market, with expertise in industries such as cybersecurity, big data, IoT, infrastructure, and cloud.
One notable success story involves an expense management software client focusing on the SMB sector. Operatix’s inbound account executive team consistently closed an average of $50k per month, surpassing the client’s expectations by 25%.
The program’s success led the client to expand their partnership with Operatix twice since April 2022, growing from 4 SDRs to over 55 SDRs working on both inbound and outbound programs across multiple regions.
If you’re a B2B technology company looking to scale your sales efforts and achieve sustainable growth, visit Operatix’s listing in the CloudTask Marketplace.
5. SaleStrategy
SalesStrategy is a B2B lead generation agency that offers managed sales services to help companies, primarily in the technology, SaaS, and fintech industries, grow their businesses.
Founded in 2021, SalesStrategy specializes in developing targeted sales sequences and cadences based on their clients’ ideal customer profiles (ICPs) and ideal buyer personas (IBPs).
- Offers managed teams as a solution type, with service listings starting at $2,000 – $4,999 per month, plus commission.
- Supports geographies including Canada, USA, and the United Kingdom.
- Provides lead generation services for financial services in English and Spanish.
- Utilizes channels such as phone, email, and LinkedIn to reach potential customers.
- Includes campaign assets like company records, contact records, and sales scripts in their service offer.
SalesStrategy’s team consists of experienced sales representatives, data analysts, and quality assurance specialists who work together to deliver exceptional results.
Clients can expect regular performance reviews, with weekly reports during the first 2-3 months of a campaign, transitioning to bi-weekly or monthly reports as the team becomes more proficient.
One notable success story involves a client in the technology industry who initially expected to receive 4 qualified meetings per SDR per month.
During the first quarter, SalesStrategy achieved an average of 3 qualified meetings per SDR per month while conducting A/B testing around verticals and locations.
After refining their approach, the team consistently delivered 10 meetings per SDR per month, far surpassing the client’s expectations.
If you’re a technology, SaaS, or fintech company looking to scale your sales efforts and drive growth, visit SalesStrategy’s listing in the CloudTask Marketplace.
Final Thoughts
Finding the right lead generation partner for your financial services business can seem like searching for a needle in a haystack.
However, it doesn’t have to be that way.
By targeting agencies with a proven track record of success, specialized expertise, and a commitment to delivering results, you can enhance your lead generation efforts and achieve the growth you’ve been dreaming of.
Ready to find your perfect match?
Head over to the CloudTask Marketplace, where you can easily explore a curated selection of top-performing financial lead generation companies, including the five featured in this blog post.
With detailed company profiles, transparent pricing, and a user-friendly interface, finding the right partner has never been easier.
Don’t hesitate to transform your financial lead generation today.
