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Case Study

Callbox Built a Qualified Fintech Pipeline with Outsourced SDR Solutions

Client

  • Financial Technology (Fintech)
  • London, United Kingdom
  • HQ: London, United Kingdom

Target Market

  • United Kingdom, Western Europe, North America
  • Financial Services, Banking, Payments, Insurance Technology, Wealth Management
  • CFO, VP of Finance, Head of Payments, CTO, Head of Digital Transformation, Director of Operations
324
SQLs
273
MQLs
356
Webinar Attendees

The Client

The client is a fintech company offering digital payment and financial management solutions to business clients. The company operates across multiple markets and serves mid-market to enterprise-level organisations.

The Challenge

The client lacked a structured outbound sales function to consistently reach and qualify decision-makers in target financial services accounts. Without a dedicated SDR team, pipeline development was slow and ad hoc, limiting the company’s ability to scale.

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