{"id":3729,"date":"2015-01-21T08:17:17","date_gmt":"2015-01-21T00:17:17","guid":{"rendered":"http:\/\/www.callboxinc.com\/?page_id=3729"},"modified":"2026-04-01T09:22:58","modified_gmt":"2026-04-01T13:22:58","slug":"financial-services-lead-generation","status":"publish","type":"page","link":"https:\/\/www.callboxinc.com\/au\/industries-we-serve\/financial-services-lead-generation\/","title":{"rendered":"Lead Generation for Financial Services"},"content":{"rendered":"<p><strong>Callbox deploys innovative <a href=\"https:\/\/www.callboxinc.com\/au\/b2b-telemarketing-services\/\">B2B telemarketing lead generation and appointment setting<\/a> campaigns to generate warm financial service leads that translate into real business.<\/strong> We understand consumer trends in the financial industry which enables us to target relevant prospects and turn them into buying customers.<\/p>","protected":false},"excerpt":{"rendered":"<p>Find new clients with Callbox\u2019s proven b2b lead generation for financial services and start growing your sales pipeline today.<\/p>","protected":false},"author":1,"featured_media":26937,"parent":3721,"menu_order":110,"comment_status":"open","ping_status":"closed","template":"page-templates\/template-industry-2025.php","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[652,1897,1974,1898],"class_list":["post-3729","page","type-page","status-publish","has-post-thumbnail","hentry","tag-financial-leads","tag-financial-services-leads","tag-callbox-industry-page","tag-lead-generation-for-financial"],"acf":{"cb_asset":"","cb_regional_pages":false,"cb_acf_hero":{"h1_title":"Financial Lead Generation","headline":"<h2 class=\"frontpage-headline\">Fill Your Pipeline with Ready-to-Invest Financial Leads<\/h2>\n","description":"<p class=\"ai-optimize-6 ai-optimize-introduction\">Callbox helps financial advisors and services firms in Australia acquire more clients through expert lead generation. We connect you with high-value prospects ready to invest, enabling you to scale revenue without overextending your team.<\/p>","image":"https:\/\/www.callboxinc.com\/wp-content\/uploads\/2023\/02\/Financial-Services.webp","video":"","video_header":false,"cta_link":{"title":"Talk to Sales","url":"#contact-us","target":""},"cta_link_hs":{"title":"Talk to Sales","url":"https:\/\/meetings.hubspot.com\/callbox-customer-success\/us\/?utm_source=LPfinancial","target":"_blank"},"cta":"BOOK A MEETING"},"cb_web_property":"MAIN","cb_acf_relational":{"case_study":[{"ID":74281,"post_author":"23","post_date":"2022-04-05 02:03:22","post_date_gmt":"2022-04-05 06:03:22","post_content":"<!-- wp:heading -->\n<h2 class=\"wp-block-heading\" id=\"h-the-client\"><b>The Client<\/b><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>The Client is a leading provider of strategic intelligence and builder of platforms in the financial industry, running regular programmes around the world and operates on four closely related verticals: editorial, research, forums, and academy.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\" id=\"h-the-challenge\"><b>The Challenge<\/b><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">The Client regularly hosts live events in different countries that stage a wide range of financial products and services designed to build intelligence for their global market. They believe that meeting their customers face to face is the best way to form ideas of how to help them plan and expand their business.&nbsp;<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">But, these in-person events have slowly become quite impractical due to low conversion rates delivered, considering the time and money spent on travel and logistics. This made the Client consider hosting online events instead of doing it live from one location to another.<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\" id=\"h-the-callbox-solution\"><b>The Callbox Solution<\/b><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Callbox designed an <a href=\"https:\/\/www.callboxinc.com\/event-marketing-services\/\">Event<\/a> and <a href=\"https:\/\/www.callboxinc.com\/appointment-setting-lead-generation\/\">Lead Generation<\/a> campaign which consisted of:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>Account-Based Multi-Channel Lead Management via Voice, Email, Chat, Web, Social Media, and Webinar<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Sales Enablement &amp; Support which included Product Training, Account Setup, and Back Office Sales Support<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Tools &amp; Subscriptions to the Callbox Pipeline and HubSpot CRM<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Account Management with Strategy Building, Reporting, and Product Knowledge<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-the-goals\">The Goals<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>The goal was for the Callbox team to generate interest from prospects from the biggest banking firms<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>To gather registrations for the Client\u2019s online event and ensure that they are aware of the registration process and fees.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>The team also needs to regularly update and cleanse the data list for better targeting, and send newsletters to prospects that include CTAs that would lead them to the Client\u2019s website to increase web traffic.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>The campaign involved two key steps:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-account-research-and-selection\">Account Research and Selection<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol><!-- wp:list-item -->\n<li>The Client specified target attendees, locations, industries, and company size<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Callbox worked out the Client\u2019s ideal customer profile (ICP) which served as a basis for identifying qualified accounts<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Callbox then compiled a list of potential contacts to target which was reviewed and approved by the Client<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-account-and-prospect-profiling\">Account and Prospect Profiling<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol><!-- wp:list-item -->\n<li>The Client provided target decision makers for the Callbox team to reach out which consisted of detailed demographic and firmographic segmentations<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>The campaign\u2019s primary targets were Finance managers\/Directors, Accounts Managers, IT Managers\/Directors, Financial Controllers, HR Managers\/Directors, C-suite, Accountants, Business Owners, and a set of specific targets for each event type<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>The master contact list was segmented based on these personas, and was further grouped according to event type and title, industry, location, attendee type, and company size<\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\" id=\"h-results\"><b>Results<\/b><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Overall, the event campaign produced a total of 61 RSVPs, 1448 Marketing Qualified Leads, and 298 Social Media Connections.<\/p>\n<!-- \/wp:paragraph -->","post_title":"Callbox Caps RSVP Campaign with Big Time Financial Players for Fintech Firm","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"callbox-caps-rsvp-campaign-for-fintech-firm","to_ping":"","pinged":"","post_modified":"2025-03-10 03:35:52","post_modified_gmt":"2025-03-10 07:35:52","post_content_filtered":"","post_parent":3796,"guid":"https:\/\/www.callboxinc.com\/?page_id=74281","menu_order":0,"post_type":"page","post_mime_type":"","comment_count":"0","filter":"raw"}],"cs_industry_image":49298},"cb_acf_testimonial":"","cb_acf_ctas":{"contact_form":"","banner_image":false,"goto_form_button":"BOOK A MEETING"},"cb_acf_post_alt":{"alt_post_title":"Financial Services","alt_post_image":91041,"alt_post_excerpt":"Find new clients with Callbox\u2019s 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