Callbox ABM Lead Generation & Appointment Setting Helped US Financial Consulting Leader Cope With Technology Innovation

  • 192 SQLs

  • 44 Highly-convertible Leads Completed

  • 134 Qualified Prospects RFI

  • 716 Social Media Connections

  • Industry


  • Location

    MN, USA

  • Headquarters


  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location


  • Target Industries

    All industries

  • Target Decision Makers


The Client

The Client is a leading financial consulting provider that’s been in the business for more than three decades. They offer innovative financial products like asset allocation, insurance, employee benefits, tax planning, wealth management and annuities to thousands of businesses worldwide that help address common financial concerns.

The Challenge

The significant growth in the IT industry has prompted the Client to leverage digitization. They employed new tools and tactics to improve customer experience and achieve business growth. However, the arduous transformation process required help from third-party providers to augment the phase by phase integration and provide support to the company’s marketing needs. With Callbox’s account-based marketing multi-touch, multi-channel lead generation and appointment setting strategies, the financial leader found a way to fittingly cope with the rapid evolution in the finance industry.


Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy - B2B Lead Generation Company