How to obtain clients in the banking industry? - Instream Group
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LEAD GENERATION FOR THE BANKING INDUSTRY

How to attract customers in the banking industry?

Learn how to successfully attract customers in the banking industry

Learn about effective methods of generating B2B leads in the banking sector and acquire new business customers.

76 thou.

people in managerial positions that you can reach in the banking industry

138 thou.

number of companies operating in the banking industry

18

the number of our campaigns successfully realized in the banking industry

Specificity of generating leads in the banking industry

Generating B2B leads in the banking and finance industry is a complex task, fraught with a number of challenges. Companies must not only wade through the complicated maze of advertising regulations, but also demonstrate effectiveness in competing for the attention of business customers, bearing in mind the long-term sales cycles typical of this sector.

An additional challenge is the complexity of the offered banking solutions, which require thorough analysis and well-thought-out decisions from entrepreneurs. In this context, a key aspect is to clearly and convincingly communicate information and emphasize the value of products to make it easier for potential customers to understand and make decisions.

Understanding these challenges and developing effective marketing strategies is the foundation to overcome these obstacles and effectively generate B2B leads in the banking sector.

NEW MARKETS

Acquire leads in the banking industry

Acquiring B2B customers in the banking sector can be implemented in many ways, but the important question is: which method will be the most effective?

The answer is not simple, because effectiveness depends on many factors, including in-depth analysis and tests that enable the selection of the most optimal lead generation channels for individual companies. In an effort to facilitate this process, we have conducted thousands of Cold Email and Linkedin Social Selling campaigns, including hundreds for clients from the banking sector, confirming their effectiveness and acquiring valuable business contacts.

It is worth emphasizing that the key aspect of the effectiveness of these methods is their implementation in accordance with best practices. In the case of cold mailing, it is extremely important to keep the contact database up to date and precisely match it to the profile of the ideal recipient. It is also equally important to create content that is engaging but not intrusive, and that the shipment is carried out in accordance with the provisions of the GDPR. However, in social selling activities on Linkedin, it is crucial to understand the principles of effective communication, systematic actions and knowledge of techniques that improve the customer acquisition process, such as the use of Sales Navigator or search operators.

In our campaigns, after a detailed analysis and understanding of the needs of banking customers, we often focus our content on areas such as business accounts, loan offers for entrepreneurs and factoring services. However, these are just examples – our activities are always tailored to the individual needs of our clients and their target groups.

B2B LEAD GENERATION METHODS

What does cooperation with us look like?

By choosing our lead generation methods, we can help you reach a variety of industries and people in C-Level positions. What are the solutions?

Cold Email – allows you to initiate contact with potential customers and create opportunities to establish long-term business relationships. The method involves sending personalized emails to potential customers. Thanks to the analysis and segmentation of appropriate recipients, we can reach people who are interested in the offer. A key element is personalization – adapting the content of the message to the needs and expectations of the recipient and creating an up-to-date database of companies.

Linkedin Social Selling – is an effective way to build your reputation, increase market visibility and acquire B2B leads. This method involves active participation in a social network, direct building of relationships and participation in discussions. By providing valuable content and networking with industry professionals, companies can attract the attention of potential customers.

Both methods are effective, but also time-consuming – but don’t worry, we like to share our experience and maximize the effectiveness of lead generation activities. We will be happy to increase sales in your company! 🙂

INCREASE YOUR SALES PERFORMANCE WITH EFFECTIVE LEAD GENERATION STRATEGIES

Wondering how our approach could enhance your business? Write to us and our experts will contact you soon to discuss the potential of our methods for your company.

OUR EXPERIENCE

Effective Cold Email campaign in the financial sector

Find out what we do in practice. Here is a case study of a Cold Email campaign for one of our clients from the financial sector.

Campaign goal: Acquiring B2B leads in accordance with the designated target and deadline.
Target: CEOs and owners of companies from selected industries with the greatest potential, location: Poland.

Course of cooperation:
First, we conducted a needs analysis, which allowed us to develop a profile of the ideal recipient and adapt the campaign to the client’s expectations. We spent the first month preparing to start shipping the campaign. We built a personalized database of companies, which was then thoroughly verified to ensure the highest quality of the target. Our team of copywriters were responsible for creating eye-catching email content that highlighted the lack of comprehensive customer service due to limited resources or incomplete accounting services. Thanks to this, contact with potential customers was focused on identifying their problems and presenting possible solutions. A dedicated Project Manager supervised the entire project, ensuring ongoing progress reporting.

The campaign ended with 85 hot leads, which was several times higher than the assumed goal.

OBTAINED HOT LEADS

The answers you can expect

ACQUIRING LEADS WITH AN AGENCY

Is it worth working with a lead generation agency?

When it comes to lead generation, your company can choose internal activities carried out by its own team, or outsource them to an external, specialist agency. Each of these options has its advantages. However, to make the most informed decision, there are a few key issues to consider:

  • What marketing and sales goals do you want to achieve with lead generation?
  • What is your main communication channel with customers and is it effective in generating leads?
  • Are you interested in improving and diversifying your lead generation activities?
  • Do you have a team trained in lead generation, especially through Cold Email and Linkedin Social Selling methods?
  • Is your team able to take on additional tasks without the risk of overload?
  • Do you have a budget for investing in such activities?
  • Do you have sufficient technology resources to run effective lead generation campaigns?
  • How quickly do you expect to see visible results from your lead generation activities?

After considering these issues and adapting them to the current needs of your company, you will be able to make the right decision. If you decide to work with a lead generation agency, make sure to thoroughly verify its experience and knowledge. Ask for examples of similar projects and references to assess the effectiveness and credibility of a potential partner.

If you are considering working with a lead generation agency now, we are at your disposal. 🙂 Contact us, we will be happy to answer your questions and determine the potential for cooperation.

Cooperation with InStream Group met all the requirements. Their team truly helps with business growth – they want to understand your needs and find out exactly what you want in order to reach the set goal together. I highly recommend working with them.

Cezary Kożon

FastWhiteCat

PREPARE TO HANDLE LEADS

The salesperson's role in handling B2B leads

At this stage, everything depends on the salesperson who deals with the acquired leads. The service process plays a key role in building relationships with companies that need banking and financial services, as well as in convincing them to take advantage of the offer. Personalization is key here, because each company has its own individual needs and expectations. Therefore, a potential customer may also be interested in how we adapt our approach to his expectations.

What can clients from the banking and finance industry ask?

  • What specific financial services do you offer and how do they benefit my business?
  • Do you have experience in serving companies in my sector?
  • What terms and fees are associated with your services?
  • What tools and technologies do you use in the area of banking and finance?
  • Are you able to adapt your offer to our individual needs?
  • What is your approach to customer service and what support do you offer after signing the contract?

GOOD PRACTICES IN LEAD HANDLING

From obtaining a lead to closing the transaction

We already know that the role of salespeople is invaluable because they are responsible for maintaining contact with potential customers and transforming them into long-term business partners. Therefore, we present 8 key practices that every salesperson operating in the banking industry should use in the process of handling B2B leads:

  • Quick contact within 24 hours: The response in the first hours after obtaining a lead is crucial. Contact with your potential client and confirm your interest and availability.
  • Understanding the customer’s needs: Ask questions to find out what the bank customer needs. This will allow you to tailor the offer to their individual expectations.
  • Presentation of the offer: Clearly present your services and products, focusing on how they can solve specific problems of the bank’s client.
  • References: Provide examples of success or references from other clients.
  • Preparing an offer: Take time to prepare an individual and attractive offer for a potential client. Remember that the offer should include all necessary information and be tailored to the customer’s needs.
  • Negotiation: If necessary, negotiate the terms of the contract, trying to find a solution that satisfies both parties.
  • Follow-up: After closing the deal, take care of the customer. Provide after-sales support and monitor whether he is satisfied with the services.

OVER 1 000 COMPANIES FROM ALL OVER THE WORLD TRUSTED US

Meet our clients from the Banking Industry

Meet all the clients

In order to support the Great Orchestra of Christmas Charity, mBank organized the action “Corporate bill for 2 hearts”. For this purpose, our company prepared a Cold Email campaign, whose range is supposed to include CEO, COO, CFO and Chief Accountants operating in selected industries. We’ve developed a professional message that encourages to join to the event. The goal of the project has been achieved.

See the details of mBank’s case study


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