Callbox Delivers Leads for Fintech Firms in 6 Months
Client
- Financial Technology (Fintech) / Capital Markets
- New York City, USA
- HQ: New York City, USA
Target Market
- United States (primary); North America
- Banking and Financial Services, Hedge Funds, Asset Management, Institutional Trading, Retail Brokerage
- Chief Financial Officer, Head of Trading, VP of Institutional Sales, Director of Capital Markets, Head of Liquidity Management
The Client
A New York-based fintech firm that accumulates and manages inventories of long and short options contracts to supply liquidity to financial institutions and retail investors. It operates through proprietary technology and a data-first approach developed by an in-house team of technologists, engineers, and traders.
The Challenge
The client held a sizeable list of cold leads across institutional and retail financial segments but lacked the outbound infrastructure to engage prospects at scale. Without a dedicated sales development function, qualified opportunities were not being surfaced from the existing contact database.
Converting cold fintech contacts into sales-ready conversations required precise persona targeting, compliant multi-channel outreach, and consistent nurture across a lengthy consideration cycle. The client needed a pipeline-ready solution that could operate immediately without internal ramp-up time.
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