#1 FINANCE LEAD GENERATION COMPANY
Add 50%+ more qualified financial leads to your pipelineWe build a consistent flow of investor-ready leads, fintech buyers, and finance decision-makers through strategic targeting — boosting appointments without bloating your internal team.
We helped great finance brands generate B2B leads
Challenges we solve
We want to secure 15 to 20 clients quickly, get them on board, get them to work, and then plateau that staff up a bit. Then push them again so that we have a stair-stepping growth plan. That's why we're looking to partner with somebody who can take a custom message from us.
Keeping urgency in mind, we optimized our onboarding process and can get the campaign up and running from scratch in under two weeks. We also help you ramp your sales pipeline without hiring internally or waiting months to see traction. We craft highly personalized outreach built to scale fast and consistently book meetings with qualified financial industry leads. Whether you’re aiming for 3x growth or launching in a new market, we supply the fuel.
GeorgeWe want to secure 15 to 20 clients quickly, get them on board, get them to work, and then plateau that staff up a bit. Then push them again so that we have a stair-stepping growth plan. That's why we're looking to partner with somebody who can take a custom message from us.
Keeping urgency in mind, we optimized our onboarding process and can get the campaign up and running from scratch in under two weeks. We also help you ramp your sales pipeline without hiring internally or waiting months to see traction. We craft highly personalized outreach built to scale fast and consistently book meetings with qualified financial industry leads. Whether you’re aiming for 3x growth or launching in a new market, we supply the fuel.
GeorgeWe want to secure 15 to 20 clients quickly, get them on board, get them to work, and then plateau that staff up a bit. Then push them again so that we have a stair-stepping growth plan. That's why we're looking to partner with somebody who can take a custom message from us.
Keeping urgency in mind, we optimized our onboarding process and can get the campaign up and running from scratch in under two weeks. We also help you ramp your sales pipeline without hiring internally or waiting months to see traction. We craft highly personalized outreach built to scale fast and consistently book meetings with qualified financial industry leads. Whether you’re aiming for 3x growth or launching in a new market, we supply the fuel.
GeorgeSometimes you have a good month, sometimes you have a bad month… I definitely want to have like a plan B.
Our clients rely on us to keep their pipeline healthy — month in, month out. Thanks to our 8 years of experience in providing lead generation services for the financial sector, we can map the right strategy, diversify efforts, and proactively solve any challenges that come our way. We help you smooth performance dips, de-risk outbound results, and give you a reliable stream of qualified meetings.
MarcoWe’re getting new business just from word of mouth. We’re local, and our clients are local, so we do local networking or get referrals from existing clients, but that’s not enough.
If your growth has come from referrals, local networking, or reputation, but you’re ready to scale nationally or into new verticals, we’ll give you a predictable outbound system that takes you beyond your existing network. Through a precision-targeted combination of channels like cold emails, LinkedIn, cold calls, etc., we help lenders and financial firms expand their footprint and capture commercial opportunities beyond word of mouth. We help you break out of the local bubble.
AliceWe’re not selling Toyotas — we’re marketing Ferraris. We can’t dilute the brand. I’m afraid that broad, non-targeted marketing efforts won't resonate with our high-value prospects. Our reputation is key here, you know.
We totally get how important it is to keep your reputation safe. That’s why we don’t do one-size-fits-all. Instead, we craft bespoke outreach strategies after thorough research. We mirror your tone, brand, and audience sophistication in every message. Thus, your high-value prospects feel like they’re hearing directly from you.
HelenWe're not looking to replace our existing marketing team. We're looking to take what they're doing there and capitalize on that by lead generation and targeting specific clients. So we have good material, but none of that is a person-to-person lead setting, which is what we're looking for.
Your brand efforts create awareness — we convert it into meetings. We don’t want to replace anyone from your team — we work as an extension to them, aligning marketing and sales efforts. Our SDR support plugs the gap between marketing content and booked calls with decision-makers. Thanks to that, you can double your efforts and see 100+ new opportunities coming in the first year of our collaboration, with a possible increase of up to 400 in the next few years.
EllaBasically, we have a very small lead development team at the moment. Rather than have them spend time scrolling through websites and LinkedIn trying to find contacts, we’d prefer to have that information collected for us. We feel it would be more beneficial to actually source the data that we need and then just give it to them and say: Here you go.
From marketplace prospecting to mid-market finance outreach, we install the structure, talent, and tools to scale your outbound without scaling your headcount. With proven templates, expert copywriters, and SDRs who get results, we generate deal flow while you focus on closing. We always deliver pre-vetted leads, fully enriched with contact details and ready for outreach, so your internal team can focus on building relationships, not wasting time on research.
SandraThe vendor we use at the moment for appointment booking honestly has been pretty bad. They committed to 10 meetings a month over three months. 30 meetings total. So, it’s been going five months, and they’ve delivered three, just three meetings. It’s pretty bad.
We hear this all the time — inflated promises, generic outreach, zero ROI. That’s not the case with us — thanks to our sophisticated processes, transparent communication, and proactive approach, you’ll always know where your leads are coming from and how they’re progressing. We deliver custom-built campaigns, transparent reporting, and guaranteed appointments, or we keep working until we hit the mark.
AlexThe lead generation partner growth-focused teams rely on
We don’t just book meetings — we build reliable revenue pipelines. With Belkins, you don’t get a regular financial lead generation company, but a growth partner who understands the precision, compliance, and strategic nuances required to win in the financial space.- Higher meeting show rates
- More engaged buyers
- Better close rates
- Shorter deal cycles
- Lower CAC over time
You don’t need more conversations — you need the right ones. We make sure you get them.
Whether you’re offering banking, working capital, wealth management, commercial lending, insurance, investment services, embedded finance, or financial advisor services, we use proven frameworks that reflect the high-stakes nature of your space, refining them constantly based on performance. That means no generic outreach, no irrelevant messaging — just proven, precise systems that turn cold leads into warm opportunities.
We also regularly adapt our playbooks to make sure your strategy is sensitive to any market changes. By combining our experience in the finance industry, deep research and analysis, and cutting-edge technology, we create a sophisticated client acquisition system that ensures consistent revenue growth.
We meet financial buyers wherever they are and however they prefer to be engaged:
- Personalized cold emails
- Strategic LinkedIn touchpoints
- Warm intent-based calling (not blind cold calls)
- Optional: voicemail drops, content assets, PPC campaigns via trusted partners
We build a full-funnel experience that nurtures leads until they’re ready to talk.
On top of that, together with our partners, we also offer services like:
- Creating content for live events
- Preparing webinars from scratch
- Launching pay-per-click ad campaigns and setting up ad performance monitoring
- Providing turn-key search engine optimization
We plug into your systems and workflows, not the other way around.
From CRMs to calendars, metrics to messaging, we align with your marketing and sales teams to ensure clean handoffs and full visibility into performance. Need white-labeled messaging from a senior team member? Done. Want SDR support without growing your headcount? Covered.
We’re not a vendor. We’re your outbound extension.
Start with:
- Lead list development
- Cold outbound campaigns
- Appointment setting
Then scale into:
- New financial verticals
- Multi-region targeting
- More outbound channels
- Full sales enablement
As your team and revenue goals evolve, we adapt to keep your funnel full and your sales team closing.
What to expect from our collaboration
Our lead generation results for companies offering financial services
Improved KPIs that matter to your financial growth
By aligning messaging with your ideal clients and leveraging an omnichannel outreach approach, we move metrics that move your bottom line.
On average, our lead generation services for financial companies bring $1.5M+ in new pipeline within the first year, with qualified appointments ramping by 25% month-over-month.
- 12%–18% appointment-to-close rates
- 20%–30% faster sales cycles
- 50%+ increases in top-funnel qualified opportunities
- 3–5x ROI on lead generation investment within 6 months
Our process from start to growth
A peek inside our collaboration
Opportunity and market analysis
Before launching any campaigns, we uncover your most profitable target segments and align on realistic growth opportunities. We assess your historical sales data, identify your most lucrative client types (lenders, brokers, borrowers, advisors, or investors), and create a data-backed roadmap for engagement. You’ll receive this strategic blueprint before any contract is signed.Competency mapping Total addressable market calculation Ideal Customer Profile Refinement Sales & Marketing Channel Mapping Quick Wins We Can Achieve With Selected Channels
Manual lead sourcing and qualification service
We don’t rely on outdated databases or dump unqualified leads into your pipeline. Our team manually researches every contact using our proprietary multi-layer methodology, market-specific filters, and direct verification. Whether you’re providing finance services to executives, HNWIs, lenders, or CFOs, we hand-pick decision-makers who actually match your value proposition.Hand-crafted templates and scripts
Financial buyers are savvy and spam-averse. That’s why every email, call script, and LinkedIn message is tailored, compliant, and carefully written to speak their language. Whether you want to lead with product innovation, ROI, or market insight, we’ll build a finance lead gen strategy that positions your brand as credible and relevant.
- 20+ proven outreach scripts adapted to the potential objections of financial services leads
- Personalized messaging by persona (lender, broker, CFO, etc.)
- Content optimized for trust, compliance, and response rates
Transparent reporting
Finance is a results-driven field, and our reporting reflects that. You’ll have real-time visibility into performance metrics, lead engagement, booked meetings, and campaign attribution. We integrate into your CRM and offer complete documentation, so your team can track ROI at every step. With us, you get:
- Full dashboard access in Looker Studio
- Clear attribution from lead to meeting to deal
- Metrics by channel, persona, and industry vertical
Proactive and open communication
Choose the communication frequency and format that works for your team. We start with weekly check-ins and adjust as needed. We’ll coordinate with your sales, BD, or marketing team, and we’re always available for ad hoc updates via Slack. Your goals are ours, so you’ll never be left guessing what’s happening. To keep you up-to-date, we offer:
- Weekly or biweekly video syncs
- Slack/emails for day-to-day updates
- Integration with your internal project and CRM tools
- Option to include us in a pipeline or GTM planning sessions
Opportunity and market analysis
Before launching any campaigns, we uncover your most profitable target segments and align on realistic growth opportunities. We assess your historical sales data, identify your most lucrative client types (lenders, brokers, borrowers, advisors, or investors), and create a data-backed roadmap for engagement. You’ll receive this strategic blueprint before any contract is signed.Competency mapping Total addressable market calculation Ideal Customer Profile Refinement Sales & Marketing Channel Mapping Quick Wins We Can Achieve With Selected Channels
High-impact talent
A proven track record in delivering lead generation services for financial companies
We don’t assign just any SDRs — we bring in specialists who’ve worked on complex B2B finance campaigns, understand regulatory sensitivity, and can speak the language of your audience.
Over 30% of our delivery team has prior experience working with commercial lenders, fintech platforms, financial advisory firms, and capital markets. That’s how we consistently hit 90%+ client satisfaction and build credibility with CFOs, VPs of finance, wealth managers, and other decision-makers.
We match every client with a dedicated team who’s been on similar campaigns before — whether it’s targeting mid-market lending prospects, HNW advisors, finance teams at SaaS companies, or private equity-backed firms. That means faster ramp-up, more relevant messaging, and fewer costly misfires.
Dedicated professionals for every step of the funnel
Every lead generation campaign is managed by a cross-functional team that understands your GTM strategy and takes full ownership of the pipeline-building process. Each team includes a(n):
- Account manager
- Sales development representative
- Lead researcher
- Sales copywriter
- Email deliverability and tech specialist
For broader growth initiatives, we coordinate with trusted partners and in-house experts to spin up a Center of Excellence, bringing in support for:
- SEO & content marketing
- Event-based lead capture
- Strategic partnerships
- Pay-per-click campaigns
Top-tier tools at no extra cost
Save up to $10,000 annually on premium lead generation and marketing tools — all included in our retainer. Plus, when we couldn’t find the right tools on the market, we developed our own software so you get the best tech without the extra hassle or costs.
Our tech partners
Proprietary tools
A top financial services lead gen company in the USA
A top financial services lead gen company in the USA
Testimonials from B2B banking and finance clients
Setting appointments was the main goal of our work with Belkins. Although we provide a quality product, we need to promote and close new deals to become more successful and have better results for our business.
We spent a lot of time looking for the right marketing agency. We contacted many companies to clarify the details and find out how the work would be going, and among all, it was Belkins who gave us confidence.
At first, Belkins worked on studying our product in detail. It allowed us to quickly find a suitable approach. After testing many templates, we found out that the simple and short ones worked best. Belkins experts have also launched a LinkedIn campaign for us. They were working on additional research to build an effective strategy.
The most important thing was that Belkins found potential customers willing to cooperate with us. The guys carefully checked each lead. Thus, we got exceptional results. In 3 months, we booked 16 meetings and almost closed one deal.
Our business is already quite reputable. However, we want to develop further and get better. We were looking to gain more potential customers and strive for a boost in sales growth. Belkins helped us with this.
Our goal was to make 20 calls in three months, and we ended up making even more calls — 25. In our 5th month of cooperation, we already had 54 calls. The revenue is prominent for our niche; we are very pleased with the research and the result.
I was worried that communication might be poor and all the work would go down the drain. But in fact, our company and the guys from Belkins were on the same wavelength, embodying everything we had planned.
Lead generation pricing tailored to your goals
- Typical starter package for B2B financial firms:
- $5,000
- 1,500
- leads/month
- 3
- outreach channels
- 100
- guaranteed appts/year
- Your company size
- Your total addressable market and the number of ideal customer groups
- Your revenue and deal velocity goals
- Your digital footprint and the variety of marketing and sales enablement content
- The channels you’ll be required to include in your plan
- Full sales audit and strategy mapping
- Total addressable market calculation and buyer profile mapping
- Sales copywriting
- Meeting booking
- No-show recovery
- Continuous refinement, data-driven fixes, and tech support
Full-spectrum B2B financial lead generation services
Outbound appointment setting
Our basic appointment setting for finance companies includes these top-performing channels:- Lead list building
- Email domain deployment
- Deliverability infrastructure setup
- Message A/B testing
- 3- to 10-touch sequences
- Response handling and follow-ups
- LinkedIn profile setup and optimization
- Content development and posting
- 100–500 connection requests per month
- 150–200 daily activities from account
- Messaging sequences of 3–10 touches
- Webinar and event support
- Tailored scripts
- Objection-handling and recalling protocols
- 2–3 reaching attempts
- Voicemail messages
- Native and non-native speakers available
- Multi-line calling
- Intent-based calling
- Messengers (WhatsApp and SMS)
Outbound appointment setting
Our basic appointment setting for finance companies includes these top-performing channels:- Lead list building
- Email domain deployment
- Deliverability infrastructure setup
- Message A/B testing
- 3- to 10-touch sequences
- Response handling and follow-ups
- LinkedIn profile setup and optimization
- Content development and posting
- 100–500 connection requests per month
- 150–200 daily activities from account
- Messaging sequences of 3–10 touches
- Webinar and event support
- Tailored scripts
- Objection-handling and recalling protocols
- 2–3 reaching attempts
- Voicemail messages
- Native and non-native speakers available
- Multi-line calling
- Intent-based calling
- Messengers (WhatsApp and SMS)
- Account-based marketing (ABM)
- Pay-per-click and display ads (Google, Bing, LinkedIn, Facebook)
- Search engine optimization
- Thought leadership and marketing content creation
- Partnerships and co-marketing
- Media outreach and PR
- Go-to-market (GTM) strategy development
- Sales enablement and lead nurturing
- HubSpot CRM migration, consulting, and management
- Sales consulting
- Hourly SDR outsourcing
- Sales enablement content creation
Belkins — your partner in building a scalable finance sales pipeline
