#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.
* schedule a 15-30-min call with our sales executive
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We helped great fintech brands generate B2B leads

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Challenges we solve

Problem
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.
BrentHead of U.S. expansion at a supply chain finance and factoring platform

Solution
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.
belkins logoAlice
Belkins’ account manager team lead
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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.
We tailor a strategic outbound model to your business goals.Every move is targeted. We dig into your goals, audience segments, positioning, current strategies, and past deals to shape a custom outbound approach that fits your brand, tone, and ideal client profile. We focus only on high-value accounts to ensure that your time and budget deliver real results.Learn more about our process
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What to expect from our collaboration

Our lead generation results for fintech companies

Company
Campaign results and impact
Key challenge resolved
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50 qualified appointments with enterprise-level leads in 6 months
Hard to get in front of decision-makers from high-value corporate accounts
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90 appointments booked in 6 months and 140% KPI achieved
Identifying the target companies' product needs and navigating the longer sales cycle
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346 appointments in 15 months
Converting qualified opportunities with high-volume outreach and inconsistent lead quality
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7 deals with major banks, $210K in revenue secured, with $623K in the pipeline
Unpredictable pipeline and revenue
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128 in-person meetings in 7 months
Tough to identify and reach all decision-makers within the buying committee
+40 other 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.

Here’s what else our B2B fintech clients typically see:
  • 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
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Our process from start to growth

Our fintech clients often start seeing real results within the first 30–90 days. However, the most significant gains come from ongoing strategy refinement shaped by real buyer behavior and market feedback. You’ll see early momentum and have the freedom to pause, pivot, or scale as needed.





timeline
  • 1-14 days

    Strategic planning and kickoff


    Goal
    Build high-impact outreach strategies tailored to the unique demands of fintech lead gen. By analyzing your ideal buyer profiles, segmenting your total addressable market, and crafting compliant, psychologically attuned messaging, we create a clear, customized road map to real results.
  • 1-3 months

    Test campaigns and optimization


    Goal
    Roll out outbound campaigns across key channels: email, LinkedIn, and calls. We then monitor responses and refine based on engagement trends. Messaging, personas, and sequences are continuously adjusted to boost conversions while keeping your brand’s credibility front and center. By the end of this stage, you’ll see a flow of qualified fintech leads and early wins.
  • 3-9 months

    Scaling and process documentation


    Goal
    Document every step and give your team a repeatable, revenue-generating system. To do this, we double down on high-performing segments and expand into overlooked channels like retargeting and strategic content once early traction is confirmed. We closely track lead behavior to sharpen targeting and conversion, and document all the data.
  • 9-12 months

    Engagement expansion or transition


    Goal
    Break into new markets or verticals, test fresh value propositions, and layer on services like webinar execution or lead nurturing. When you're ready to bring things in-house, we ensure a smooth handover with detailed documentation, full tooling access, and campaign blueprints designed to generate leads long after our cooperation ends.
Stage 1

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.
  • Competency mapping
    Competency mapping
  • Total addressable market calculation
    Total addressable market calculation
  • Ideal Customer Profile Refinement
    Ideal Customer Profile Refinement
  • Sales & Marketing Channel Mapping
    Sales & Marketing Channel Mapping
  • Quick Wins We Can Achieve With Selected Channels
    Quick Wins We Can Achieve With Selected Channels

High-impact talent for your project

Belkins' professionals with expertise in B2B fintech

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

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:


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

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Proprietary tools

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FolderlyAI-driven SaaS platform for email deliverability
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ChargeChrome extension for bulk outreach via Outlook
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FrostbiteIntuitive and charge-free email outreach tool

The top fintech lead generation company in the USA

We’ve earned recognition for our exceptional services, delivery capabilities, and positive work culture. Explore our accolades and discover how we help fintech businesses like yours grow.
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Testimonials from B2B fintech clients

backgorund

“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.”

Cristina Alvarez BarrettCEO & president of MONA Payment Solutions
backgorund

“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.”

Ryan RosenfeldSales manager at Ordway Labs

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
What we evaluate to tailor the most balanced budget:
  • 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
What’s included in all packages:
  • 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:
Cold email outreach
  • Lead list building
  • Email domain deployment
  • Deliverability infrastructure setup
  • Message A/B testing
  • 3- to 10-touch sequences
  • Response handling and follow-ups
LinkedIn outreach
  • 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
Cold calling
  • Tailored scripts
  • Objection-handling and recalling protocols
  • 2–3 reaching attempts
  • Voicemail messages
  • Native and non-native speakers available
  • Multi-line calling
Additional follow-up channels
  • Intent-based calling
  • Messengers (WhatsApp and SMS)

Belkins — your partner in building a scalable fintech sales pipeline

Your marketing and sales will perform better with us.
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Stay ahead with industry-shaping tips and strategies

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How to generate leads for fintechUncover the unique challenges and trends for generating leads as a fintech company and startup. Learn about the strategies that Belkins developed to help our fintech clients improve their pipeline and educate prospective buyers. Read more