Lead Generation for Business Financial Services Companies
GenSales helps business financial services providers reach company decision makers through outbound cold calling and qualified appointment setting. Campaigns focus on the businesses and buyer roles that fit your lending, payments, financing or advisory services. Its fully US-based callers average 15 years of experience.
Read our guide to B2B lead generation agencies for business financial services.
Discuss Your Goals“I vetted several sales team partners and they seemed to be the best fit from the ease of onboarding.”
Kevin — Information Services
Client Capabilities
- Commercial lending and working capital
- Payments and merchant services
- Equipment and asset financing
- Accounting and fractional finance
- M&A and transaction advisory
- Employee benefits and financial planning
FAQ
Does GenSales target businesses for financial services campaigns?
Yes. GenSales provides B2B outreach to company decision makers. Your services, target accounts and qualification requirements determine who the campaign contacts. This page covers business financial services rather than consumer financial-advisor lead generation.
Do we need to provide a target list?
No. GenSales can source and refine the account data or work from your existing list. Targeting is agreed before outreach begins.
How are appointments qualified?
Each opportunity is checked against the campaign criteria and booked as a confirmed, date-and-time-specific appointment with the appropriate decision-maker.
Can GenSales work with our sales team?
Yes. We handle the time-intensive top of the funnel, then hand confirmed opportunities to your salespeople to develop and close.
How the Campaign Works
- Strategy & Roadmap
Agree the ideal customer, offer, and goals.
- List Build
Build the list of accounts worth calling.
- Account Qualification
Qualify each account against your criteria.
- Contact Verification
Find and verify the real decision-maker.
- Nurture Key Contacts
Keep the conversation moving over time.
- Set an Appointment
Hand your team a confirmed meeting.