--- title: "Fintech Lead Generation Agency | Get Qualified Fintech Leads" description: "Our ROI-focused lead generation services drive deal closure rates by up to 15% for fintech companies like Lunu Pay, Mona Payment Solutions, Ordway Labs, and more." url: "https://belkins.io/industries/fintech" --- # #1 fintech lead generation agency Add 50%+ more qualified fintech leads to your pipeline We'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 30-45-min call with our sales executive ## We helped great fintech brands generate B2B leads ![lunu alt](https://belkins.directus.app/assets/2e75a250-834d-4064-89c6-149143a7cd94?fit=inside) ![ordway alt](https://belkins.directus.app/assets/5c1e3bd3-46fc-4f3c-b983-fab057f8d861?fit=inside) ![lisnr alt](https://belkins.directus.app/assets/ee595c61-bde0-4dae-a59b-bbb2fd02c87b?fit=inside) ![citcon alt](https://belkins.directus.app/assets/8c0846b7-8250-4c9d-a20f-52c0f732d2d4?fit=inside) ## Challenges we solve ### It's tough to overcome the "new vendor" bias and quickly build trust ### You’ve tried outsourcing before, and it didn't pay off ### You target a high-net-worth niche and can’t risk generic outreach ### It’s tough to find the right decision-maker due to poor data quality ### You’ve got solid inbound channels, but they stopped bringing in enough leads ### Scaling fintech lead gen is tough due to bureaucracy and long sales cycles 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. Brent Head 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. Alice Belkins’ account manager team lead 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. Brent Head 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. Alice Belkins’ account manager team lead 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. Brent Head 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. Alice Belkins’ account manager team lead 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. Brent Head 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. Alice Belkins’ account manager team lead 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. Brent Head 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. Alice Belkins’ account manager team lead 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. Brent Head 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. Alice Belkins’ account manager team lead ## 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. Tailored strategies Pipeline boosting focus Flexible playbooks Effective channel mixes Team alignment Customization and scalability 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](https://belkins.io/belkins-approach) ![video preview](https://belkins.directus.app/assets/45996883-c16a-4a5d-a3aa-d835975e51c8?fit=inside) It’s not only about getting more leads. It’s about finding the right ones. 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. [Learn more about our process](https://belkins.io/belkins-approach) We know what works in fintech demand generation because we’ve done it again and again. 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. [Learn more about our process](https://belkins.io/belkins-approach) Multichannel outreach cuts through the noise. 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) [Learn more about our process](https://belkins.io/belkins-approach) We fit right into your internal team’s workflow with no disruption. 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. [Learn more about our process](https://belkins.io/belkins-approach) We create tailored go-to-market and expansion strategies. Whether you need a lean fintech lead generation strategy or a full-scale go-to-market expansion, we tailor our engagement to match your growth goals. 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. [Learn more about our process](https://belkins.io/belkins-approach) ## What to expect from our collaboration ### Our lead generation results for fintech companies Company Campaign results and impact Key challenge resolved 50 qualified appointments with enterprise-level leads in 6 months Hard to get in front of decision-makers from high-value corporate accounts [Read the case study](https://belkins.io/case-studies/lead-generation-for-a2a-payments-infrastructure) 90 appointments booked in 6 months and 140% KPI achieved Identifying the target companies' product needs and navigating the longer sales cycle [Read the case study](https://belkins.io/case-studies/lead-generation-for-ultrasonic-proximity-platform) 346 appointments in 15 months Converting qualified opportunities with high-volume outreach and inconsistent lead quality [Read the case study](https://belkins.io/case-studies/lead-generation-for-startup-investment-platform) 7 deals with major banks, $210K in revenue secured, with $623K in the pipeline Unpredictable pipeline and revenue Ask us more on a call 128 in-person meetings in 7 months Tough to identify and reach all decision-makers within the buying committee Ask us more on a call +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 ### 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. --- Strategic planning and kickoff --- Test campaigns and optimization --- Scaling and process documentation --- Engagement expansion or transition --- - 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 Manual lead sourcing and qualification Hand-crafted templates and scripts Transparent reporting Proactive and open communication #### 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](https://belkins.directus.app/assets/ea27b96b-caaf-41b4-b7cd-f1af9928d0ef?fit=inside&format=webp) Competency mapping - ![Total addressable market calculation](https://belkins.directus.app/assets/f1639d8c-ecf3-4b82-b3e7-a1b82e19ee5e?fit=inside&format=webp) Total addressable market calculation - ![Ideal Customer Profile Refinement](https://belkins.directus.app/assets/863acff2-21a0-4159-a366-c4822a75a537?fit=inside&format=webp) Ideal Customer Profile Refinement - ![Sales & Marketing Channel Mapping](https://belkins.directus.app/assets/2337174a-5166-440c-a986-db97529da37e?fit=inside&format=webp) Sales & Marketing Channel Mapping - ![Quick Wins We Can Achieve With Selected Channels](https://belkins.directus.app/assets/3ac0d721-4c35-4eba-9c33-e44268358aba?fit=inside&format=webp) Quick Wins We Can Achieve With Selected Channels #### 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. #### 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. #### 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. #### 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 ![Belkins' professionals with expertise in B2B fintech](https://belkins.directus.app/assets/8d2f27b3-42f7-4550-a271-6fc07b815600?fit=inside&format=webp) #### 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](https://belkins.io/account-manager-approach) - [Sales development representative](https://belkins.io/sdr-approach) (1–2 per project) - [Lead researcher](https://belkins.io/research-approach) (1–4 per project) - [Sales copywriter](https://belkins.io/content-approach) (1–2 per project) - [Email deliverability and tech specialist](https://belkins.io/deliverability-approach) 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 Folderly AI-driven SaaS platform for email deliverability Charge Chrome extension for bulk outreach via Outlook Frostbite Intuitive 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. [clutch /](https://clutch.co/profile/belkins#reviews) 4.9 score 230 reviews [g2 /](https://www.g2.com/products/belkins/reviews) 4.8 score 93 reviews [See all awards](https://belkins.io/awards) ## Testimonials from B2B fintech clients [Discover more reviews](https://belkins.io/testimonials) > “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 Barrett CEO & president of MONA Payment Solutions > “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 Rosenfeld Sales 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 We’ll calculate your custom proposal based on: - 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 Inbound lead generation Complementary 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) Outbound appointment setting - 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 Outbound appointment setting - 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 ## Belkins — your partner in building a scalable fintech sales pipeline Your marketing and sales will perform better with us. ## Stay ahead with industry-shaping tips and strategies [How to generate leads for fintech](https://belkins.io/blog/lead-generation-for-fintech) Uncover 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](https://belkins.io/blog/lead-generation-for-fintech)