{"id":50250,"date":"2019-09-05T01:01:06","date_gmt":"2019-09-05T05:01:06","guid":{"rendered":"https:\/\/www.callboxinc.com\/?page_id=50250"},"modified":"2026-04-08T13:15:36","modified_gmt":"2026-04-08T17:15:36","slug":"fintech-lead-generation","status":"publish","type":"page","link":"https:\/\/www.callboxinc.com\/latam\/industries-we-serve\/fintech-lead-generation\/","title":{"rendered":"Generaci\u00f3n de leads para empresas FinTech"},"content":{"rendered":"<section class=\"av_textblock_section av-5f2c3fm-e17642b945e5291b4c0ae038b34195e6\">\n<div class=\"avia_textblock\">\n<p><strong>FinTech est\u00e1 avanzando constantemente hacia la corriente principal, sin embargo, atraer prospectos y convertirlos en clientes sigue siendo dif\u00edcil para la mayor\u00eda de las empresas FinTech incipientes.<\/strong> Para enfrentar estos desaf\u00edos de adquisici\u00f3n de clientes, los proveedores de FinTech deben centrarse en los compradores y su proceso de compra.<\/p>\n<p>Involucre y convierta prospectos y prospectos de FinTech de alto valor aprovechando nuestras <a href=\"https:\/\/www.callboxinc.com\/latam\/account-based-marketing-services\/\">soluciones de generaci\u00f3n de prospectos basadas en cuentas<\/a> optimizadas para la venta de FinTech.<\/p>\n<\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Engage and convert high-value FinTech leads and prospects by leveraging our account-based lead generation solutions optimized for FinTech selling.<\/p>","protected":false},"author":1,"featured_media":85301,"parent":3721,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-industry-2025.php","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[1974],"class_list":["post-50250","page","type-page","status-publish","has-post-thumbnail","hentry","tag-callbox-industry-page"],"acf":{"cb_asset":"","cb_regional_pages":false,"cb_web_property":"MAIN","cb_acf_hero":{"h1_title":"Fintech Lead Generation Services","headline":"<h2 class=\"frontpage-headline\">Acquire More Fintech Leads and Increase Your ROI<\/h2>\n","description":"<p class=\"ai-optimize-6\"><span style=\"font-weight: 400;\">Con\u00e9ctate con los actores clave de la industria fintech y acelera tu embudo de ventas con los servicios de generaci\u00f3n de leads y agendamiento de citas impulsados por ROI de Callbox, dise\u00f1ados espec\u00edficamente para empresas fintech.<\/span><\/p>","image":false,"video":"","video_header":false,"cta_link":{"title":"Hablar con Ventas","url":"#contact-us","target":""},"cta_link_hs":{"title":"Solicitar Precios","url":"https:\/\/www.callboxinc.com\/lead-generation-pricing\/?utm_source=LPfintech","target":""},"cta":"BOOK A MEETING"},"cb_acf_relational":{"case_study":[{"ID":102350,"post_author":"1","post_date":"2024-09-22 19:51:27","post_date_gmt":"2024-09-22 23:51:27","post_content":"<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-the-client\">The Client<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">The Client is a global financial services provider focused on offering seamless cross-border payment solutions. Their platform enables businesses to securely manage international transactions, streamline currency exchanges, and access working capital. By simplifying global commerce, the Client empowers companies across various industries to expand into new markets while ensuring compliance with regulatory standards.<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-the-challenge\">The Challenge<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">The Client has been expanding its operations across the USA and Canada, seeking to tap into the rising demand for cross-border payment solutions. However, despite their growing presence, they struggled to effectively identify and engage with high-quality prospects, leading to inefficiencies in their sales process and missed opportunities. As they continued to scale, it became increasingly important to maintain strong brand visibility and generate a steady flow of qualified leads to remain competitive in the North American market.<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">To tackle these issues, the Client sought a marketing partner with the expertise and tools to improve lead qualification and drive engagement with key decision-makers across various industries.<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-the-callbox-solution\">The Callbox Solution<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">To support the Client\u2019s expansion efforts, Callbox devised a comprehensive, AI-powered Account-Based Marketing (ABM) Lead Generation &amp; Appointment Setting program which encompasses:<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Account-Based Multi-Channel Lead Management, leveraging Voice, Email, Chat, Web, and Social Media, and Webinar<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Sales Enablement and support, including Product Training, Account Setup, and Back-office Sales Support<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Access to cutting-edge Tools &amp; Subscriptions for the Smart Engage and HubSpot CRMs<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Strategic Account Management, incorporating Strategy Building, Reporting, and Product Knowledge<\/span><\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-the-goals\"><b>The Goals<\/b><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">The Callbox team was assigned to:<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol><!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Execute a targeted, multi-channel program to boost brand visibility and attract a wider customer base.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Uncover prospect needs and opportunities through insightful discovery calls<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">Schedule meetings with interested prospects, seamlessly connecting them with the Client's sales team.<\/span><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">The program unfolded in three main stages:<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-account-research-and-selection\"><b>Account Research and Selection<\/b><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol><!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">In collaboration with the Client, Callbox utilized an AI-powered Ideal Customer Profile (ICP) to hone in on the Client's target accounts.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">The Client also submitted specific criteria such as industries, annual revenues, and employee size to determine its best-fit accounts.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">The Callbox team then compiled a list of potential target accounts which was then reviewed and approved by the Client.&nbsp;<\/span><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-account-and-prospect-profiling\"><b>Account and Prospect Profiling<\/b><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol><!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">The Client provided detailed buyer persona profiles to engage prospects effectively in the outbound program, encompassing thorough demographic and firmographic descriptions.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">The program primarily focused on engaging key positions such as CFO, VP of Finance, Head of Payments, and IT Directors.&nbsp;<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><span style=\"font-weight: 400;\">The master contact list was segmented based on these buyer personas and categorized by industry and business size.&nbsp;<\/span><\/li>\n<!-- \/wp:list-item --><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-multi-touch-multi-channel-outreach\"><b>Multi-touch, Multi-channel Outreach<\/b><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">The Callbox team implemented a tailored lead nurturing strategy, creating targeted messages that effectively engaged different decision-makers. Using a multi-channel approach, they incorporated phone, email, web, and LinkedIn outreach into a cohesive system.<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">Callbox's proprietary CRM, Smart Engage, streamlined all outreach efforts, ensuring the Client remained informed about the program's progress at every stage.<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-onboarding-overview\"><b>Onboarding Overview<\/b><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">To ensure a smooth program launch, Callbox conducted a comprehensive 2 to 3-week onboarding phase that included the following steps:<\/span><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li><b>Program Development<\/b><span style=\"font-weight: 400;\">: Callbox worked closely with the Client to finalize key elements, including campaign materials, branding, target audience, and email marketing strategies.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><b>Product Training<\/b><span style=\"font-weight: 400;\">: Callbox ensured a deep understanding of the Client\u2019s offerings and unique selling points (USPs), aligning the outreach efforts with the Client\u2019s business objectives.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><b>Content Creation and Database Enrichment<\/b><span style=\"font-weight: 400;\">:Callbox developed customized call scripts, email copy, LinkedIn profiles, and messaging cadences. They also enriched and validated the target database to ensure high-quality leads.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><b>Testing &amp; Approval<\/b><span style=\"font-weight: 400;\">: Practice calls were carried out, and A\/B testing of email subject lines took place. The Client reviewed and approved all LinkedIn profiles and messaging cadences.<\/span><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><b>Launch and Smart Engage Demo<\/b><span style=\"font-weight: 400;\">: Once materials were approved, the campaign launched, and the Client received a demo of the Smart Engage platform to get acquainted with the system and track progress.<\/span><\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\" id=\"h-results\">Results<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p><span style=\"font-weight: 400;\">In just 12 months, the program generated 184 marketing-qualified leads, secured 135 sales appointments, and resulted in 2,046 new social media connections. These efforts significantly boosted the Client\u2019s brand visibility and engagement, strengthening their sales pipeline and presence in the NAM market.<\/span><\/p>\n<!-- \/wp:paragraph -->","post_title":"FinTech Giant Fuels NAM Pipeline with Callbox\u2019s Multi-channel ABM","post_excerpt":"Callbox supported a global FinTech provider by growing its North American pipeline through targeted lead generation and key sales appointments.","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"fintech-expands-nam-pipeline-lead-gen","to_ping":"","pinged":"","post_modified":"2025-03-10 20:55:10","post_modified_gmt":"2025-03-11 00:55:10","post_content_filtered":"","post_parent":3796,"guid":"https:\/\/www.callboxinc.com\/?page_id=102350","menu_order":0,"post_type":"page","post_mime_type":"","comment_count":"0","filter":"raw"}],"cs_industry_image":false},"cb_acf_testimonial":"","cb_acf_ctas":{"contact_form":"Get more qualified Fintech leads. Book a free consultation.","banner_image":false,"goto_form_button":"BOOK A MEETING"},"cb_acf_post_alt":{"alt_post_title":"","alt_post_image":false,"alt_post_excerpt":"","alt_post_image_url":false},"dl_webinar":{"video_id":"","video_preview":"Add preview here...","dl_video":"","preview_images":[{"image":false},{"image":false},{"image":false}],"button":""},"page_faqs":[{"question":"How do fintech companies generate more high-value leads and demos?","answer":"<p><span style=\"font-weight: 400;\">Fintech companies can drive pipeline growth by targeting CFOs, finance managers, tech leads, and compliance heads with a multi-channel ABM strategy. Callbox uses voice, email, LinkedIn, and digital content to engage prospects and convert interest into qualified demo bookings.<\/span><\/p>\n"},{"question":"Can lead generation be customized for specific fintech offerings, such as payments, lending, or wealth management platforms?","answer":"<p><span style=\"font-weight: 400;\">Yes. Callbox builds tailored campaigns based on your fintech solution, whether it&#8217;s a payment gateway, blockchain platform, neobank service, or digital lending tool. We align outreach with your target industry, business size, compliance profile, and buyer role.<\/span><\/p>\n"},{"question":"How long before fintech providers see ROI from a lead generation campaign?","answer":"<p><span style=\"font-weight: 400;\">Results typically start within the first 1\u20132 months. Given fintech&#8217;s competitive and regulated nature, ROI strengthens over time as trust builds and the funnel matures. Ongoing optimization ensures long-term value and improved cost per acquisition.<\/span><\/p>\n"},{"question":"What\u2019s the most effective way to engage fintech buyers?","answer":"<p><span style=\"font-weight: 400;\">Fintech buyers respond best to personalized, multi-channel engagement. Callbox connects with them via phone, email, LinkedIn, and web-based content, reinforcing trust, security, and innovation while nurturing them toward conversion.<\/span><\/p>\n"},{"question":"How does Callbox ensure lead quality for fintech campaigns?","answer":"<p><span style=\"font-weight: 400;\">Every lead undergoes rigorous AI-powered enrichment and manual qualification. We validate company fit, financial maturity, regulatory needs, and buyer intent to ensure each opportunity aligns with your ideal customer profile and market focus.<\/span><\/p>\n"},{"question":"What makes Callbox different from other fintech lead generation providers?","answer":"<p><span style=\"font-weight: 400;\">Callbox combines over 20 years of B2B experience with in-depth fintech expertise. Our AI-enhanced, human-led approach, dedicated team model, and full-funnel execution help fintech companies grow faster, penetrate new markets, and generate long-term pipeline value.<\/span><\/p>\n"},{"question":"Can Callbox support global expansion for fintech products?","answer":"<p><span style=\"font-weight: 400;\">Yes. With multilingual teams and regional expertise, Callbox helps fintech providers scale into North America, EMEA, APAC, and LATAM. We tailor campaigns to regional financial regulations, buyer behaviors, and platform readiness to maximize global success.<\/span><\/p>\n"}],"has_contact_form":true,"vertical_cards":false,"vertical_heading":"Connect and Engage with the Right Fintech Decision-Makers","vertical_subheading":"We take pride in serving a diverse range of Fintech industries providing you with a list of target companies from a range of industries:","vertical_description":"<p><span style=\"font-weight: 400;\">For almost 2 decades, Callbox has driven B2B Financial technology lead generation services by strategically connecting you with the right decision-makers across diverse industries in North America, <a href=\"https:\/\/www.callboxinc.com\/lead-generation-asia\/\">APAC<\/a>, <a href=\"https:\/\/www.callboxinc.com\/latin-america-lead-generation\/\">LATAM<\/a>, and <a href=\"https:\/\/www.callboxinc.com\/lead-generation-europe\/\">Europe<\/a>.<\/span><\/p>\n","cards_first_section":{"card_details":[{"card_text":"Healthcare","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/healthcare-medical-lead-generation\/","card_icon":"fas fa-credit-card"},{"card_text":"Banking and Finance","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/financial-services\/","card_icon":"fas fa-credit-card"},{"card_text":"Food and Beverage","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/food-beverage-lead-generation\/","card_icon":"fas fa-credit-card"},{"card_text":"Education","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/learning-and-education\/","card_icon":"fas fa-credit-card"}]},"cards_second_section":{"card_details":[{"card_text":"Telecommunications","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/telecom-lead-generation\/","card_icon":"fas fa-credit-card"},{"card_text":"Marketing and Advertising","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/advertising-digital-marketing-services\/","card_icon":"fas fa-credit-card"},{"card_text":"Business Product and Services","card_link":"https:\/\/www.callboxinc.com\/lead-generation-for-business-products-and-services\/","card_icon":"fas fa-credit-card"},{"card_text":"Financial Management Software","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/financial-management-software-lead-generation\/","card_icon":"fas fa-credit-card"}]},"cards_third_section":{"card_details":[{"card_text":"IT and Software","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/it-lead-generation\/","card_icon":"fas fa-credit-card"},{"card_text":"Manufacturing","card_link":"https:\/\/www.callboxinc.com\/industries-we-serve\/manufacturing-distribution\/","card_icon":"fas fa-credit-card"},{"card_text":"Wholesale Trade","card_link":"","card_icon":"fas fa-credit-card"},{"card_text":"Retail Trade","card_link":"","card_icon":"fas fa-credit-card"}]},"section_blocks":{"first_block":{"block_title":"Global Market Expansion Expertise in Fintech Industry","block_text":"<p><span style=\"font-weight: 400;\">Grow your Fintech business and connect with high-quality B2B Fintech leads with the help of Callbox <\/span><a href=\"https:\/\/www.callboxinc.com\/cross-border-marketing\/\"><span style=\"font-weight: 400;\">market expansion<\/span><\/a><span style=\"font-weight: 400;\"> expertise.<\/span><\/p>\n","button":{"title":"APRENDE M\u00c1S","url":"#contact-us","target":""},"block_image":"https:\/\/www.callboxinc.com\/wp-content\/uploads\/2022\/08\/Cross-border-2022.webp"},"second_block":{"block_title":"Strategic Focus on Global Sales and Marketing Data","block_text":"<p><span style=\"font-weight: 400;\">Our approach goes beyond generating Fintech leads and appointments. We empower your sales team with <\/span><a href=\"https:\/\/www.callboxinc.com\/callbox-news-and-updates\/callbox-launches-human-ai-powered-lead-generation\/\"><span style=\"font-weight: 400;\">human + AI-powered<\/span><\/a><span style=\"font-weight: 400;\"> global sales and marketing data, enabling your Financial technology business to focus on long-term success and sustainable pipeline growth.<\/span><\/p>\n","button":{"title":"APRENDE M\u00c1S","url":"#contact-us","target":""},"block_image":"https:\/\/www.callboxinc.com\/wp-content\/uploads\/2021\/08\/Regional-Expertise.webp"},"third_block":{"block_title":"Outpace Your Competition with AI-Powered Lead Generation","block_text":"<p><span style=\"font-weight: 400;\">Drive qualified financial technology leads and engage with key decision-makers to ensure higher conversion rates with our AI-powered lead generation tools.<\/span><\/p>\n","block_image":"https:\/\/www.callboxinc.com\/wp-content\/uploads\/2024\/01\/abm-wheel-mmm-wheelonly.svg"}},"industry_primary_heading":"","industry_secondary_heading":"","intro_title":"As a Fintech service company, how can you make sure that your FinTech offer reaches the right FinTech buyers?","intro_description":"<p><span style=\"font-weight: 400;\">We understand the challenge Fintech providers are facing when it comes to <\/span><a href=\"https:\/\/www.callboxinc.com\/appointment-setting-lead-generation\/\"><span style=\"font-weight: 400;\">generating qualified leads<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Callbox scales up Fintech lead generation using a <\/span><a href=\"https:\/\/www.callboxinc.com\/multi-touch-multi-channel-marketing\/\"><span style=\"font-weight: 400;\">multi-touch, multi-channel, account-based approach<\/span><\/a><span style=\"font-weight: 400;\">. 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