Client Success Story
BaaS Company US Expansion Callbox

Callbox Supports Neobank’s U.S. Expansion

Marketing Qualified Leads
205
Sales Qualified Leads
188
Social Media Connections
2107
Industry
FinTech
Location
Texas, USA
Headquarters
Austin, Texas
Campaign Type
Lead Generation, Appointment Setting
Target Location
USA and Canada
Target Industries
Traditional Banks & Credit Unions, Fintech Startups & Platforms, Payroll & HR Tech Providers, Gig Economy Platforms, Financial Wellness & Employee Benefits Providers
Target Contacts
Chief Technology Officers (CTOs), Heads of Product or Product Managers, Partnership Managers, HR and Payroll Directors, Founders and Executives at Fintech Startups.

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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