#1 fintech lead generation agency
Add 50%+ more qualified fintech leads to your pipelineWe'll build you a predictable pipeline of engaged, highly qualified fintech decision-makers by reaching them across all the right channels. This means you can forecast revenue and scale your growth with confidence.
We helped great fintech brands generate B2B leads
Challenges we solve
Breaking into large companies feels impossible when you're new to the scene. Enterprises naturally compare you to established fintech solutions, and without name recognition, a bit of mistrust is common. But it’s very frustrating.
We help you earn trust faster and stand out in a crowded fintech market by building awareness and credibility across every channel your buyers use. With targeted cold calls, personalized emails, and strategic LinkedIn outreach, we warm up key accounts. Every message is tailored to speak your buyer’s language, backed by relevant case studies, localized for your market, and designed to resonate with decision-makers. That means your fintech brand enters the conversation with context, proof, and trust, not cold outreach noise.
Breaking into large companies feels impossible when you're new to the scene. Enterprises naturally compare you to established fintech solutions, and without name recognition, a bit of mistrust is common. But it’s very frustrating.
We help you earn trust faster and stand out in a crowded fintech market by building awareness and credibility across every channel your buyers use. With targeted cold calls, personalized emails, and strategic LinkedIn outreach, we warm up key accounts. Every message is tailored to speak your buyer’s language, backed by relevant case studies, localized for your market, and designed to resonate with decision-makers. That means your fintech brand enters the conversation with context, proof, and trust, not cold outreach noise.
Breaking into large companies feels impossible when you're new to the scene. Enterprises naturally compare you to established fintech solutions, and without name recognition, a bit of mistrust is common. But it’s very frustrating.
We help you earn trust faster and stand out in a crowded fintech market by building awareness and credibility across every channel your buyers use. With targeted cold calls, personalized emails, and strategic LinkedIn outreach, we warm up key accounts. Every message is tailored to speak your buyer’s language, backed by relevant case studies, localized for your market, and designed to resonate with decision-makers. That means your fintech brand enters the conversation with context, proof, and trust, not cold outreach noise.
We've been burned by outsourcing before. It always feels like a “black box” — we hand things over, and then we're just left wondering what's actually happening. There's never any real clarity on the results. And, honestly, the investment in external outsourcing wasn’t worth it, considering the cost per expected closed deal.
With Belkins, you know exactly what you pay for. We keep you fully in the loop with weekly reports, regular calls, and direct access to a Slack channel. Our tiered pricing adapts to your budget and growth goals, based on the actual work delivered, monthly prospect volume, and outreach channels. You'll also get clear deal projections to forecast your pipeline and revenue confidently.
Are we really in control of how our brand is represented? Our audience is niche, and each decision-maker faces unique challenges. Broad, generic outreach won’t connect with high-value prospects — and that’s exactly why outsourcing feels so risky.
Our copywriters speak in your brand’s voice, flawlessly. They study your value proposition, audience, and market to craft personalized messages directly to each contact’s goals and pain points. When needed, they weave in case studies, marketing materials, and internal insights to add depth and credibility. This way, your high-value fintech leads immediately recognize that you get their world/speak their language. And if you prefer, we’re happy to send every message for your review.
Bad lead data kills our campaigns. It’s tough to reach the real decision-makers, like the CFO, CEO, or director of finance, the ones who actually control the budget. And sometimes, it gets bizarre. I’ll call using the right name, only to find it’s the wrong person. The outcome? Wasted time. No results.
Great digital outreach always starts with a sharp ICP and its constant refinement. Our researchers pinpoint decision-makers in your buying committee using deep market research, proprietary tools, and manual validation. Every contact is vetted for accuracy and decision-making power. When it makes strategic sense, we also test outreach to non-C-suite roles, as these contacts are often easier to reach and can help us get straight to the top.
Inbound isn’t cutting it anymore. Lead flow has slowed, and oversaturation in the fintech space worsens things. We think outbound is the next necessary step, but building it in-house feels overwhelming when you factor in the time, cost, and headcount required.
We dive deep into understanding your unique market fit, meticulously researching competitors and refining your ICP and value proposition. From there, we assign a dedicated outbound team, including an account manager, SDR, copywriter, researcher, email deliverability specialist, and caller, who flawlessly manage every step. The result is a high-performing outbound outreach campaign, launched with a tailored value proposition that ensures your product stands out in a crowded market.
Selling to large enterprises and banks means navigating complex, multilayered decision-making. Dozens of stakeholders are involved, contracts can take a quarter to close, and integration may stretch over 6 months. I’ve even had a bank sign, complete integration, and still back out due to a change in leadership and strategy. It’s frustrating, but it’s the reality of enterprise sales.
Our strength lies in a well-crafted omnichannel strategy with multiple touchpoints per prospect. It’s designed to engage and influence every stakeholder in complex buying decisions. We nurture leads with educational content and consistent follow-ups to keep momentum high. Plus, our SDRs prequalify every prospect, so only genuinely interested, high-fit leads reach your sales team, saving time and speeding up the sales process.
Your lead generation partner for predictable revenue growth
We’re not just another B2B lead gen agency for fintech handing over a list. We’re an integrated growth partner, deeply aligned with your goals and fully tuned in to the precision, compliance, and outreach approach it takes to succeed in fintech.Every meeting we book is with a vetted fintech lead who shows real interest and has a clear need. This focus drives measurable outcomes:
- Higher show rates
- 100% qualified decision-makers
- Better close rates
- Shorter sales cycles
- Lower CAC over time
Your team gets the right contacts. No surprises, just results.
We’ve run dozens of B2B campaigns tailored to fintech's speed, complexity, and regulations, covering digital banking, embedded finance, insurtech, payments, and financial infrastructure.
No generic outreach. Just proven, data-driven frameworks that turn cold leads into warm conversations and real revenue.
Our team creates and optimizes a scalable acquisition engine designed specifically for fintech, evolving with market shifts and insights.
We connect with your fintech leads on their terms, wherever they are, however they prefer to engage. Our approach includes:
- Personalized cold emails
- Strategic LinkedIn touchpoints
- Warm intent-based calling (never blind cold calls)
- Optional add-ons: voicemail drops and targeted content assets
We craft a seamless full-funnel experience that nurtures leads until they're truly ready to talk. Beyond our core outreach, we also collaborate with our partners to provide you:
- Content creation for live events
- End-to-end webinar preparation
- Launch and management of pay-per-click (PPC) campaigns
- Turnkey search engine optimization (SEO)
We integrate directly into your systems, CRM, calendars, performance dashboards, and messaging, ensuring smooth handoffs and full transparency across every stage.
Need white-labeled cold outreach from a senior team member for your fintech company? Done. Want dedicated SDR support without expanding your head count? We’ve got it covered.
We’re not just another vendor. We’re your fully embedded outbound extension.
Start with:
- Lead list development
- Cold outbound campaigns
- Appointment setting
Then scale into:
- New financial verticals
- Multiregion targeting
- More outbound channels
- Full sales enablement
As your team and revenue goals evolve, we adapt, keeping your funnel full and your sales team focused on closing.
What to expect from our collaboration
Our lead generation results for fintech companies
Improved KPIs aligned with your revenue growth
On average, our lead generation services deliver over $700K in new pipeline for fintech companies in the first year, with qualified appointments increasing 35% month-over-month.
- 12%–18% appointment-to-close rates
- 30% faster sales cycles
- 50%+ more qualified opportunities at the top of the funnel
- 3x ROI on lead generation investment within 6 months
Our process from start to growth

A peek inside our collaboration
Opportunity and market analysis
Strategy first before any campaign launches. We start by identifying your most profitable segments and aligning on realistic opportunities. By analyzing your historical sales data, we pinpoint high-value clients, whether they're lenders, brokers, borrowers, advisors, investors, or institutional partners, and build a data-backed roadmap for engagement. You’ll receive this strategic blueprint before signing a contract.Manual lead sourcing and qualification
Hand-crafted templates and scripts
Fintech decision-makers are savvy and allergic to spam. That’s why every email, call script, and LinkedIn message we craft is tailored, compliant, and speaks their language. We know when to lead with numbers and ROI (for CFOs, heads of finance, or investors) and when to dive into product features and tech specifics (for CTOs, product leads, or heads of innovation).
Whether you want to lead with product innovation, ROI, or industry insight, we’ll design a fintech lead gen strategy that positions your brand as credible and relevant.
- 20+ proven outreach scripts adapted to common objections of fintech decision-makers
- Persona-tailored messaging (CFOs, lenders, brokers, and more)
- Content built for high engagement and positive response rate
Transparent reporting
You’ll get real-time visibility into performance metrics, lead engagement, booked meetings, and full campaign attribution. We integrate directly into your CRM and provide complete documentation so that you can track ROI at every stage.
With us, you get:
- Full dashboard access via Looker Studio
- Clear attribution from lead to meeting to closed deal
- Performance breakdowns by channel, persona, and industry vertical
Proactive and open communication
You’ll always know what’s happening: no guesswork, no silos. We tailor communication to your team’s preferences, starting with weekly check-ins and adjusting as needed. Whether you work in sales, marketing, or biz dev, we stay closely aligned and always accessible.
Here’s how we keep you in the loop:
- Weekly or biweekly video syncs
- Real-time updates via Slack or email
- Integration with your CRM and project management tools
- Option to join pipeline reviews or GTM planning sessions
Opportunity and market analysis
Strategy first before any campaign launches. We start by identifying your most profitable segments and aligning on realistic opportunities. By analyzing your historical sales data, we pinpoint high-value clients, whether they're lenders, brokers, borrowers, advisors, investors, or institutional partners, and build a data-backed roadmap for engagement. You’ll receive this strategic blueprint before signing a contract.High-impact talent for your project
A proven track record in delivering lead generation services for fintech companies
We don’t assign just any SDRs. You get a team of specialists with hands-on experience running complex B2B fintech outreach campaigns. They understand regulatory nuance, speak your audience’s language, and know how to earn the trust of decision-makers.
Over 40% of our delivery team has worked with banks, credit unions, lending institutions, and insurance companies. That’s how we maintain over 90% client satisfaction and build credibility with CFOs, VPs of finance, wealth managers, and more.
Every client is matched with a dedicated team who’s been there before. The result? Faster ramp-up, sharper messaging, and fewer misfires.
Dedicated professionals for every step of the funnel
Every lead generation campaign is run by a dedicated team aligned with your GTM strategy and fully accountable for results. Your core team will include:
- Account manager
- Sales development representative (1–2 per project)
- Lead researcher (1–4 per project)
- Sales copywriter (1–2 per project)
- Email deliverability and tech specialist
For broader growth initiatives, we collaborate with trusted partners and in-house experts to launch a Center of Excellence, adding support for:
- SEO & content marketing
- Event-based lead capturing
- Strategic partnerships
- Pay-per-click campaigns
- Revenue operations
- Data analytic
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

The top fintech lead generation company in the USA
The top fintech lead generation company in the USA
Testimonials from B2B fintech 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. [...]
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 1 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 3 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 fintech firms:
- from $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
- 3-month pilot period
- Full sales audit and strategy mapping
- Total addressable market calculation and buyer profile mapping
- Transparent reports available 24/7
- Sales copywriting
- Meetings booking
- No-show recovery
- Continuous refinement, data-driven fixes, and tech support
Full-spectrum B2B fintech lead generation services
Outbound appointment setting
Our basic appointment setting for fintech 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 fintech 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