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FinTechUSA and Canada Gated

Callbox Supports Neobank’s U.S. Expansion

205
Marketing Qualified Leads
188
Sales Qualified Leads
2107
Social Media Connections

The Client

The Client is a mobile-only neobank offering digital banking with no fees or minimums. Core features include fee-free checking, early direct deposit, automated savings, real-time alerts, and overdraft protection. Accounts are FDIC-insured through partner banks.

The Challenge

The Client, a mobile-only neobank based in San Francisco, was gaining momentum with its digital banking services. As they expanded into Banking-as-a-Service (BaaS), targeting fintech startups and traditional banks, they faced a significant roadblock: reaching the right decision-makers in complex B2B markets.

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Campaign Details

  • Client Industry
    FinTech
  • Client HQ
    Austin, Texas
  • Client Location
    Texas, USA
  • Target Industry
    Traditional Banks & Credit Unions, Fintech Startups & Platforms, Payroll & HR Tech Providers, Gig Economy Platforms, Financial Wellness & Employee Benefits Providers
  • Target Location
    USA and Canada
  • Target Decision Maker
    Chief Technology Officers (CTOs), Heads of Product or Product Managers, Partnership Managers, HR and Payroll Directors, Founders and Executives at Fintech Startups.
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