Callbox Delivers Leads for Fintech Firms in 6 Months

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.