Client Success Story
Leading Fintech Company Banked Volume of Leads and RSVPs with Callbox

Leading Fintech Company Banked Volume of Leads and RSVPs with Callbox

Sales Appointments
Campaign Type
Lead Generation, Appointment Setting
Target Location
Australia, Bangladesh, Cambodia, Hong Kong, India, Indonesia, Malaysia, Myanmar, New Zealand, Philippines, Singapore, Sri Lanka, Thailand, Vietnam
Target Industries
Tier 1 and 2 Banks
Target Contacts
CFO, CTO, CIO, COO, Chief Investment Officer, Heads of Retail, Digital Channels, Capital Markets, Risk, Commercial Lending, Corporate Banking, Investment Management, Technology and Operations

The Client

The Client is a leading fintech company that offers the most comprehensive portfolio of end-to-end lending solutions in the market – across syndicated, commercial, consumer, and mortgage lending, providing applications that power financial institutions, marketplaces that accelerate industry & an open innovation platform for banks, fintechs & no-banks to connect and collaborate.

Line of Business
Lending, Payments,Treasury & Capital Markets, Digital & Retail Banking, Corporate & Commercial Banking, Investment Management

The Challenge

The fintech leader believes that working together is stronger. This is why they built a partner program across industries to drive growth and provide access to the world’s largest range of financial services solutions.

The partner program is also geared towards filling the gaps – areas of the business that require further support or/and need to cope with such as sales and marketing.

As part of their prospecting approach, the Client regularly hosts live forums and seminars in different countries which recently discontinued due to the impact of the global pandemic. Quick to decide however, they planned to convert all scheduled live activities into virtual events. And, to make things roll even faster, the fintech leader outsourced marketing services from Callbox to help them carry out webinar campaigns.

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